Evergreen Products

Evergreen Consultants offer a broad range of products and services to financial advisers. Our aim is to provide advisers with the tools they need to deliver the best possible outcomes for their clients.

Managed Accounts

Bespoke Managed Accounts

Evergreen specialises in developing and managing custom managed accounts.
We work with our clients to build a range of portfolios that suit their business and their clients.
Our combined 180 years of experience, our rigorous in-house research and cutting edge analytical tools allow us to construct portfolios that meet objectives.
Our difference is customisation, Evergreen models are designed specific to each client and their preferences.
ERIG Index

Off the Shelf Managed Accounts

Evergreen’s Off the Shelf Managed Accounts


Portfolio Objective

To provide returns of Cash + 1.5% pa over 3 year rolling periods, with lower volatility and more moderate drawdowns than peers.

Portfolio Description

The Evergreen Premier Conservative Portfolio provides investors with a portfolio that is invested primarily in defensive assets, with some level of exposure to growth assets. Investors should expect returns primarily in the form of income, with some long-term capital growth.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Premier Conservative

Portfolio Objective

To provide returns of Cash + 3.0% pa over 5 year rolling periods, with lower volatility and more moderate drawdowns than peers.

Portfolio Description

The Evergreen Premier Balanced Portfolio provides investors with a portfolio that is invested primarily in growth assets, with a moderate level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing a level of capital stability.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Premier Balanced

Portfolio Objective

To provide returns of Cash + 4.0% pa over 7 year rolling periods, with lower volatility and more moderate drawdowns than peers.

Portfolio Description

The Evergreen Premier Growth Portfolio provides investors with a portfolio that is invested primarily in growth assets, with some level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing some capital stability.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Premier Growth

Portfolio Objective

To provide returns of CPI + 1.5% pa over 2-3 year rolling periods, with lower volatility and more moderate drawdowns than peers.

Portfolio Description

The Evergreen Advantage Defensive Portfolio provides investors with a portfolio that is invested solely in defensive assets. Investors should expect the Portfolio to provide strong capital preservation and returns primarily in the form of income.
Using a ‘top-down,bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Advantage Defensive

Portfolio Objective

To provide returns of CPI + 4.5% pa over 5-7 year rolling periods, with lower volatility and more moderate drawdowns than peers.

Portfolio Description

The Evergreen Advantage Growth Portfolio provides investors with a portfolio that is invested solely in growth assets. Investors should expect returns primarily in the form of long-term capital growth.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Advantage Growth

Portfolio Objective

To provide returns of Cash + 3.0% pa over 5 year rolling periods, with lower volatility and more moderate drawdowns than peers through investing in a range of funds that meet a suitable standard of responsible investment, as defined by the ERIG Index.

Portfolio Description

The Evergreen Ethical Investment Balanced Portfolio provides investors with exposure to a portfolio of funds filtered on responsible investment standards defined through the ERIG Index.

The portfolio is invested primarily in growth assets, with a moderate level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing a level of capital stability.

Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.

Evergreen Ethical Investment Balanced

Investment Bond

Evergreen Responsible Growth Model

Evergreen Responsible Growth Model

Evergreen is proud to have partnered with Generation Life to create the first multi-manager investment bond.

The Evergreen Responsible Growth Portfolio has been created to provide advisers and investors with the opportunity to invest in a long-term growth portfolio, designed to do more than just provide competitive investment outcomes.

This model was created for investors who care about their money being invested wisely, as well as doing good for themselves and future generations.

  • Tax optimised investment bond.
  • Responsible Investing.
  • Meet both investment and sustainability objectives.
  • Best-in-class investment managers.

Learn more about ERGM

ESG Investment Bond

Quantitative Analytics

GreenVUE Analytics

Scrutinise Portfolios with GreenVUE

GreenVUE is Evergreen Consultants’ proprietary portfolio analytics system that has been developed in-house.
GreenVUE has the capability to provide vast range portfolio analytics, including:
  • Performance
  • Performance Attribution
  • Wide Array of Risk Metrics
  • Equity Equivalent Exposure
  • Montecarlo Simulations
  • Style Analysis
  • Stress and Scenario Tests
GreenVUE - Quantitative Analysis

Responsible Investment (ESG)

The ERIG Index

Evergreen Responsible Investment Grading Index

Responsible Investment (RI) is an important consideration for investors everywhere. Until now, there has not been a consistent industry approach to assessing the RI characteristics of funds and portfolios.
We have solved this problem by developing a robust fund grading framework that Financial Advisers can use to build RI portfolios with confidence and ease.
There are two ratings solutions provided by the ERIG Index. The first is a quartile ranking which provides Financial Advisers with a simple way to determine a fund's RI capabilities at a glance. The second is a series of scores across the RI Spectrum which allows the Financial Advisers to effortlessly drill down into a fund's competencies.
The ERIG Index was developed using the Responsible Investment Association of Australasia's (RIAA) Responsible Investment Spectrum and the UN Principles for Responsible Investment (UNPRI) guidelines.
For more information, visit The ERIG Index website
ERIG Index

Contact

Contact Us

Our Address

Level 5,
10 Bridge Street,
Sydney NSW 2000

Our Postal Address

PO Box 552
Royal Exchange NSW 1225

ABN and AFSL

ABN 75 602 703 202
AFSL 486275

Get in touch

[email protected]
(02) 9098 8633
+61 481006742

[email protected]
(02) 9098 8634

[email protected]
(02) 9098 8630