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Utilis Strategy

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.

Minimum Investment

$   20,000

  •  Investment Universe
  •  Client Profile
  • ASX listed ETFs
  • Conservative

Return for 100,000 investment

Monthly Net Performance Since Jan 2012

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 0.84% 0.87% 0.51% 0.60% 0.94% 0.80% 0.57% 0.88% 0.78% 0.98% 0.29% 0.34% 9.77%
2013 0.50% 0.56% 0.93% 0.23% 1.44% -0.78% 0.03% 0.66% 0.18% 0.84% 0.74% -0.03% 6.42%
2014 0.47% 0.66% 0.38% 0.23% 0.93% 0.81% 0.28% 0.97% 0.52% -0.45% 1.13% 0.78% 7.93%
2015 1.63% 1.38% 0.82% 0.03% -0.39% -0.46% -0.34% 0.46% -0.35% 0.44% 0.38% -0.79% 3.80%
2016 0.37% -0.02% 0.70% 0.45% 0.99% 1.01% 0.78% 1.01% -0.04% -0.39% -1.05% 0.74% 5.63%
2017 1.07% 0.54% 0.13% 1.20% -0.63% -0.59% 0.77% 0.00% 0.49% 1.00% 0.47% -0.17% 4.34%
2018 -0.56% 0.01% -0.67% 0.54%                  

The performance figures represent past performance of the ETF Model Portfolios, research is provided by an external 3rd party. Performance is not indicative of future performance. Performance figures shown are calculated after Aleda Capital Management fees and ETF Fees. Performance is calculated to the last business day of the month.

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