“In conjunction with Stropro, our firm has been able to deliver a uniquely tailored investment for our clients” David Offer, Director at Horizon Investment Solutions.
As Integrated’s first ever client, Horizon holds a very special place in our history (and David is of course also a director of Integrated). When David was talking about when and how to invest in a market plagued with bull traps and bear market rallies, we were delighted to introduce him to Stropro .
Working with Stropro, David was able to rapidly take his investment proposition from concept to reality. David’s goal was to generate a fixed return close to 8% p.a. which would outperform equities on the downside.
The strategy was composed of 5 individual structured investments, each linked to a pair of ASX-20 companies.
“Even if one of the reference assets falls below the barrier, I’m buying blue-chip ASX 20 stocks that we already own in our portfolios, at a lower price than today.”
By wrapping equities up in a Structured Investment, advisors and self-directed wholesale investors are able to utilise that equity exposure to deliver defined investment outcomes. They aren’t meant to replace stocks, but instead complement both.
The full case study was discussed in episode 4 of the The Integrated Portfolio Solutions podcast and was very eloquently written up by Rory Turner who was the Investment Analyst at Stropro that put together the strategy for David.
Rory’s full case study can be found here: Case Study.
