The Utilis strategy is designed for investment into a diversified domestic and international portfolio.
Utilis is a high-quality strategy based on diversification for conservative clients. It is structured utilizing a broad range of ASX listed exchange traded funds (ETFs). It provides market exposure across a range of asset classes including Australian equities, International equities, Australian fixed income and international fixed income. To ensure that the strategy is aligned with the client’s conservative risk profile, there is a larger allocation to cash and bonds compared to our Edulis strategy.