ETF Elite Portfolio
Core-Enhanced Allocation
The ETF Elite portfolio mandate aims to outperform the ASX 200 benchmark by 3-4% per annum while maintaining a similar or slightly higher risk profile. The Core holdings provides stable market exposure through benchmark ETFs and fixed income investments. The Active holdings seeks higher returns through volatility hedging and thematic investments in growth sectors. The strategy employs monthly rebalancing and weekly investment meetings to assess market events and capture important economic, geopolitical, and thematic opportunities. The mandate emphasizes flexibility, continuous research, and balancing risk with return potential to achieve its performance objectives while adapting to changing market conditions.
Mandate
Strategy
Outperform ASX 200 by 3-4% annually with balanced risk approach.
Core Holdings
Stable market exposure through index ETFs and fixed income investments.
Active Holdings
Tactical allocations in high-growth and thematic sectors.
Monthly Rebalance
Monthly portfolio adjustments to maintain target allocations and capture opportunities.
ETF Elite : Holding
Investment Strategies We Offer
MPC ETF Elite FactSheet
For a comprehensive analysis of ETF Elite’s strategy, risk management, and potential benefits, download our detailed factsheet now. Make an informed decision about integrating this innovative portfolio into your investment strategy.
Fees, Charges & Costs
ETF Elite employs a straightforward and transparent fee structure designed to clearly inform investors of all associated costs.
- Management Fee: An annual fee of 1.1% (inclusive of GST) applied to the total portfolio value, charged quarterly. This covers comprehensive services including ongoing portfolio management, administrative support, operational oversight, and reporting.
- Transaction Costs: A transaction fee of 0.5% calculated based on the total volume of trades executed within the portfolio. This fee covers brokerage charges, market execution, settlement fees, and related transactional expenses.
Investment Committee
MPC Investment Committee – April 2025
Navigating Market Volatility: Insights from the Investment Committee
MPC Investment Committee March 2025-Macro View
The recent Investment Committee meeting at MPC Markets provided an overview of the current macroeconomic environment and its implications for investment strategies.
Investment Committee – February 2025
Kai Chen, Jonathan Tacadena and Mark Gardner form the core of the MPC Markets Investment Committee
Index Plus Investment Committee – Dec 2024
This month’s investment committee meeting revealed a market environment that can best be described as “quietly optimistic.” Inflation is settling into central bank target ranges, employment remains strong, and consumer spending is holding up—surprisingly so in both the U.S. and Australia. Yet, behind the scenes, everyone is preparing for possible shifts in 2024.