“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
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Said on Equity Mates Investing Podcast
The SME Stream · Will Goodwin: Super Fund Co-Chief Investment Officer on the fund growing nearly 15% to $94.25 billion before tax
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allocate about 10-11% of assets to New Zealand domestic equities
10-11%
“We manage multi-asset portfolios… strategic asset allocation of 30% currency hedged… based on a view that the Australian dollar is probably about fair value”
“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
“New Zealand is not a big country, we're only five million people.”
“And so I engaged a contract PR professional here in New Zealand. Amazing. And I have to say, amazing results, like really, really good, you know, getting me on radio, getting articles written about me, the number of people who see stuff, it's unbelievable.”
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