R&I ASX200


R&I’s ASX200 Momentum portfolio offers a unique Australian equities solution that provides downside risk management plus a portfolio set to take advantage of market growth.

The portfolio is suited for investors seeking portfolio growth over a 5 – 10 year time horizon.

Key Takeaways

  • The top 20 momentum stocks identified each month within the ASX200
  • ASX200 universe is used for liquidity and risk management purposes
  • Primary investment focus is for portfolio growth

R&I Momentum vs. XJO

R&I ASX October 2017 performance

Disclaimer: Value of $100,000 invested since inception. Assumes a per trade transaction cost of $25.00. Portfolio Value as at 1st October 2017

Key Features
Investment Strategy Growth Based Quantitative
Asset Classes ASX200 & Cash
Stock Weighting 0-100%
Cash Allocation 0-100%
Investment Ranking Identify top 20 stocks displaying momentum with top 10 typically forming the portfolio.
Typical Number of stocks in Portfolio 0 to 10
Rebalance Monthly
Subscriber limit 600 subscribers