Our investment strategy — asset allocation and a 'stages of life approach'

Our investment strategy takes a 'stages of life approach'. As we move through life, we tend to experience common stages, for which our goals and needs often change. At each stage many people face similar challenges, such as raising children, paying off a mortgage and investing and saving for retirement. These challenges are often best met with the help of particular asset allocations, styles of portfolios and investment strategies.

Download our document (pdf).

Asset allocation strategy

A quarterly publication that gives you our short to long-term outlook on which asset classes to invest in.

Download our document: (pdf).

Model portfolio

Non-discretionary Model Portfolios

Managed investments research

With over 4,500 funds available in Australia, finding one to meet your investment objectives can be challenging. Goldman Sachs JBWere has a dedicated Managed Investment Research team that is focused on delivering a diversified universe of managed products, across all asset classes, to construct portfolios that meet the full range of your investment goals.

Find out more about the Managed Investments Research approach, view the research reports on over 100 recommended products, or search our database on a range of criteria for all funds.

Current strategy

Equity valuations have rebounded sharply following falls in mid-August and are have returned to fully valued levels, particularly in the Industrials.

Download our Australian Equities strategy document.

How do I Invest in Australian Equities?

Model portfolios

• Discretionary Model Portfolios
• Non-discretionary Model Portfolios

Current strategy

From an asset allocation perspective, our preferred asset class (on an expected 12-month-return perspective) remains international equities.

Download our Global Equities strategy document.

How do I Invest in Global Equities?

Model portfolio

Non-discretionary Model Portfolios

Current strategy

We continue to monitor fixed interest investments for an attractive entry point and opportunities have started to emerge, particularly in the 2-3 year part of the yield curve.

Download our Fixed Interest/Cash strategy document.

How do I Invest in Fixed Income?

Model portfolio

Non-discretionary Model Portfolios

Current strategy

While the large premium real estate investment trusts (REITs) were trading, at relative to valuations, has reduced over the first half of the year, we belive the sector remains fully valued.

Download our Property/REITs strategy document.

How do I Invest in Property Trusts?

Model portfolio

Non-discretionary Model Portfolios

Download The Alternative Solution. This document discusses how alternative assets fit into a balanced portfolio.

Model portfolio

Non-discretionary Model Portfolios