Discretionary portfolios, run to your mandate
You can appoint us to manage a defined strategy, a particular part of a portfolio or a broader portfolio. We agree the mandate with you first. Within those boundaries, we take responsibility for the investment decisions and ongoing portfolio management.
Australian equities, global equities, multi-asset and specialised strategies
Our strategies can be used individually or within a broader mandate. You do not need to subscribe to our Investment Research service to use Managed Accounts; the portfolios are supported by our internal research programme either way.
Australian equities
Portfolios of directly held Australian shares, covering core exposure, income and smaller companies.
Global equities
Portfolios of directly held global shares, including a sustainable equity mandate.
Multi-asset
Conventional managed fund and ETF portfolios across a range of risk profiles, together with ETF-only portfolios.
Specialised strategies
Global Multi-Asset Macro and multi-asset portfolios combining ETFs with direct equity selection.
The scope depends on what you want to retain
The useful question is which decisions you want to keep and which you want us to take responsibility for. In some relationships we manage one component. In others we are responsible for the broader portfolio. The scope should be clear before we begin.
Broader portfolio construction
We can take responsibility for asset allocation, security and manager selection, rebalancing and ongoing portfolio management within an agreed mandate.
A defined strategy or sleeve
You can retain responsibility for the broader portfolio and appoint us to manage a particular asset class, strategy or allocation.
Portfolios across an advice business
An adviser group or AFSL can delegate portfolio construction and ongoing management while retaining responsibility for the advice and client relationship.
A delegated mandate
An investment team, family office or committee can set the objective and constraints, then delegate investment decisions within those boundaries.
Managing client capital since 2015
Our longest-running multi-asset strategies have been managed since July 2015. The Strategies & Performance page shows available since-inception return and volatility, together with market-proxy comparisons for selected equity strategies.
About these figures
Source: Bloomberg PORT. Returns are annualised total returns since inception to 31 October 2025. Volatility is annualised standard deviation since inception. Growth / defensive shows the strategy’s target allocation. All five strategies were launched in July 2015, so their return and volatility figures cover the same period. Past performance is not a reliable indicator of future performance.
0.25% per annum of funds under management
We charge a fixed percentage of funds under management, so what we earn rises and falls with the value of your portfolio. We do not charge a performance fee.
What sits outside it
Platform administration, transaction costs and the management costs of any managed fund or ETF held within the portfolio sit outside our fee. Which costs apply depends on the mandate and how it is implemented, and we work through them before appointment.
Why there is no performance fee
A performance fee places additional weight on the result achieved by a particular date and creates an incentive to take more risk as that date gets close. We would rather not have that sitting behind our investment decisions.
What we don’t get paid for
No manager pays us for research coverage or a product rating. We receive no rebates, shelf-space payments, distribution fees or referral fees from platforms or fund managers. We do not run a broking or trading desk, investment banking, corporate advisory or capital-raising business.
Tell us what the mandate has to do
If you’re considering delegating a strategy, part of a portfolio or the broader portfolio, tell us what you want to retain, what you want us to manage and any constraints that matter. We can work through whether one of our existing strategies fits or whether the mandate needs to be client-specific.
- Telephone
- +61 2 9696 8163
- Office
- Level 2, 44 Bridge Street
Sydney NSW 2000