Bellwether
A curated portfolio of equites designed for investors seeking exposure to only blue-chip companies of major industry sectors
Model Portfolio Description
The Bellwether model portfolio is a curated portfolio of equites designed for investors seeking exposure to only blue-chip companies of major industry sectors. The portfolio comprises the stocks of companies with some of the highest credit ratings, lowest debt levels and internationally diverse income streams.
These companies have historically been less exposed to interest rate and economic cycles than the broader market as reflected by a Beta (β) of 0.66 to the S&P 500 Index.
Investment Objective & Portfolio Allocation
The portfolio is designed to generate returns through capital growth and dividend income that should, over a medium-to-long-term holding period, reflect the performance of the broader large cap equity market.
The model portfolio is 100% allocated to Equities.
Historical Performance
16.14%
3 yr
Annualised Rolling Return
15.92%
5 year
Annualised Rolling Return
0.66
1 yr
Model Portfolio
Beta
2.32%
1 yr
Dividend Yield
Important Information
All performance information on this page is historical performance of the model portfolio and presented “net of fees” calculated as of 30th April 2024. The performance chart and calculated metrics are provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ.
Clients’ investments in this portfolio are made up of whole and fractional holdings of stocks and/or other securities. By investing in this portfolio, clients are not investing in ETFs, mutual funds or the underlying index. Investing clients own the individual whole and fractional shares of the stocks or securities comprising the model portfolio.
This model portfolio is proprietary and has been exclusively developed and constructed by Starlight Wealth.
Warning: If you invest in this product you may lose some or all of the money you invest. Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. This product may be affected by changes in currency exchange rates.