The Sterling-Resonant Conservative Portfolio is an actively managed multi-asset diversified portfolio consisting of Australian direct equity securities, ETF’s and managed funds across a broad range of asset classes.

The portfolio is optimised to aim for the highest level of return whilst maintaining a Conservative/Moderate risk profile. Resonant’s focus is to maximise investor portfolio returns whilst also managing portfolio risk. The portfolio is also managed to a fee budget, providing cost-effective active management.

Resonant’s investment philosophy can be described as “Quantamental” investment management, which blends the best of both “fundamental” and “quantitative” investment techniques to produce a best of both worlds approach to investing.

Please note – Resonant’s “Conservative” Portfolio aligns with the Risk Level now defined by Futuro as “Moderate”.