Performance

Sunbird has established a strong track record of adding value and lowering portfolio risk. Our Quality and Value process actually delivers and has been developed over the past 15 years at Sunbird and Lonsec.

Portfolio Performance

The Sunbird portfolios are into their fourth year of operation and have been through the market highs and lows. The portfolios are demonstrating good resilience during bear markets and the ability to outperform over the long term.

Note: Past performance is not a reliable indicator of future performance.

Portfolio Risk

Sunbird also has a focus on portfolio risk. We aim to generate portfolio beta's that are in-line with or lower than the market. The combination of strong returns and low portfolio risk leads to truly strong risk-adjusted returns.

At Sunbird we don't just talk about strong risk-adjusted returns, we actually deliver.

Note: The ESG portfolio is a relatively new portfolio.

Portfolio Turnover

Portfolio turnover is very low, which reduces administration, compliance, transaction and taxation expenses.