Brad Joined GH Investment in September 2023. He chairs and sits on client investment committees, helps manages the multi-asset model portfolios and managed accounts, as well as contributing to the manager research function of Evergreen. He is an alternative member of the Evergreen Asset Allocation Committee. Brad has nearly 30 years of experience in financial […]
BRAD BUGG – Principal Consultant Read More »
Angela founded Evergreen in 2016 and is ultimately responsible for all investment activities at GH Investment Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to
ANGELA ASHTON – Founder and Director Read More »
Michael has more than 30 years experience in superannuation and financial services. He is currently Director – Head of Superannuation for Strategic Wealth Services, the Victorian Community Chair of the SMSF Association and the Chair of Eltham College. Michael has held roles including CEO of Mainstream Group subsidiary, Mainstream Superannuation Services (which incorporated the role
MICHAEL HOULIHAN – Advisory Board Read More »
Denis established Airservices Australia’s highly successful and innovative AvSuper Superannuation Fund in 1990 and led it for 15 years before entering the funds management industry in 2005. He was a director of IXIS Asset Management in Australia before joining Pengana Capital in 2007 where he was Head of Distribution. Denis is now the Australian representative
DENIS CARROLL – Advisory Board Read More »
Steve is an experienced and well qualified company Director and Chairperson with both listed and unlisted companies. Steve brings over 30 years of business knowledge working across all facets of the financial services industry including senior roles with organisations such as National Australia Bank the Commonwealth Bank of Australia and Deutsche Bank Australia. Later in
STEVE JAMES – Non Executive Director Read More »
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 GH Investment 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
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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 GH Investment 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
GH Investment Advantage Growth Read More »
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 GH Investment Ethical Investment Balanced Portfolio provides investors
GH Investment Ethical Investment Balanced Portfolio Read More »
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 GH Investment 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
GH Investment Premier Balanced Read More »
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 GH Investment 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
GH Investment Premier Conservative Read More »
