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Relative Return: Selecting defensive Aussie equities

  •  
By Robyn Tongol
  •  
1 minute read

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs.

Listen as they examine:

  • His strategy running the $537 million Australian equity fund
  • Why its defensiveness is appealing for retirees
  • The Aussie equity sectors that have performed well in FY2022–23
  • How he put a 20 per cent cash weighting to use

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Relative Return: Selecting defensive Aussie equities

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs.

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