Evergreen Premier
HUB 24

Model Portfolio Profiles

To find out more about the profiles of our Model Portfolios please click here

To find out more about the profiles of our Model Portfolios please click here.

Monthly Performance

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Model Portfolios

For our clients that are looking for managed portfolio opportunities for their customers we have undertaken extensive research to select a number of proven wrap platform providers for our range of model portfolios.


Our investment models have been built and are monitored using the same fundamental research on both asset allocation and fund manager selection we use for our bespoke clients.


Our asset allocation considerations include long term returns for each asset class, as well as volatility and correlation data.

We then find exceptional managers that we believe work together to deliver on the model objectives.


To obtain the most recent monthly performance information on our current investment models simply click on the model name alongside of your choice.


To find out more about the profiles of our Model Portfolios please click here.

Evergreen Advantage
Macquarie Wrap

Model Portfolio Profiles

To find out more about the profiles of our Model Portfolios please click here

To find out more about the profiles of our Model Portfolios please click here.

Monthly Performance

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