NAM Multi-Asset Model Portfolios - Australia
Multi-Asset AUD Model Portfolios
Multi-Asset AUD Capital Stable
Multi-Asset AUD Cautious
Multi-Asset AUD Balanced
Multi-Asset AUD Growth
Multi-Asset AUD Absolute Return
LATEST FACT SHEETS
We manage multi-asset, multi-manager portfolios using a combination of absolute return managers, relative return managers and passive index tracking ETFs. The portfolios are diversified across a range of asset classes including; domestic equities, international equities, listed property, commodities, fixed interest, cash (or cash equivalents) and absolute return strategies.
Our approach to total portfolio construction and management is reflective of the firm's investment philosophy and places significant emphasis on absolute return strategies as the high Sharpe Ratio core of a portfolio with tactical allocations to asset classes and active managers (or passive index trackers) as satellite holdings depending on the risk/return target of the portfolio.
The diagram below illustrates the approach using the target asset allocation for a balanced portfolio.
AUD Multi-Asset Capital Stable Portfolio
The model holds a portfolio of managed funds. Those funds will invest in both fixed income securities and cash (including cash equivalents such as fixed income securities that are close to maturity). The portfolio will be constructed to ensure a range of defensive type assets with differing maturities, time frames, market exposures and risks. Investments may include cash, bank bills, term deposits, managed funds, corporate bonds, government and semi-government bonds together with funds and hybrid securities.
AUD Multi-Asset Cautious Model Portfolio
The model holds a portfolio of managed funds. 50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies and 50% of the portfolio (the portfolio satellites) will be invested in fixed income securities through specialist fund managers. The allocation to individual asset classes is managed on a tactical basis. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
AUD Multi-Asset Balanced Model Portfolio
The model holds a portfolio of managed funds & ETFs. 50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies and 50% of the portfolio (the portfolio satellites) will be invested in a mix of growth assets (equities, property, commodities) and defensive assets (fixed income securities, cash) through specialist fund managers. The allocation to individual asset classes is managed on a tactical basis. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
AUD Multi-Asset Growth Model Portfolio
The model holds a portfolio of managed funds & ETFs. 50% of the portfolio (the portfolio core) will be invested in diversified absolute return strategies and 50% of the portfolio (the portfolio satellites) will be invested in growth assets (equities, property, commodities) through specialist fund managers. The allocation to individual asset classes is managed on a tactical basis. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
AUD Multi-Asset Absolute Return Model Portfolio
The model holds a portfolio of absolute return (hedge) funds. The portfolio will aim to provide capital growth without the level of volatility and drawdowns associated with growth type assets (i.e. equities). The portfolio will be diversified across multiple hedge fund managers, styles, asset classes and regions all of whom aim to deliver positive absolute returns regardless of economic and financial market conditions. Underlying fund managers are monitored regularly on both quantitative and qualitative measures.
Wholesale Investors Only
By accessing these materials you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about Newport's services and products.
Jurisdiction
The information contained below is not intended for distribution to anyone in any jurisdiction where such distribution is not authorised or to any person to whom it is unlawful to make such distribution. There may be restrictions on the distribution of this information in certain jurisdictions and persons are required to inform themselves about and observe those restrictions. The information must not be reproduced or passed onto a third party.
GENERAL ADVICE WARNING
Neither Newport Private Wealth Pty Ltd ("NPW"), its affiliates nor their content providers guarantee the data and content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. The material is not for use within any jurisdiction or by and person where such use would constitute a violation of law or regulation or would subject NPW or its affiliates to any registration or other requirements within such jurisdiction. To the extent that any of the content constitutes advice, it is general advice or 'class service' that has been prepared by NPW without reference to your objectives, financial situation or needs. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a professional financial adviser.