Aro Asset Management

Aro Capital

Aro Asset
Management

Investing for the long term

Portfolio Performance

as at
22 June 2021

1 Year

3 Years p.a.

3 Years (total)

Sharpe Ratio

FE Risk Score

Macro Aus Equities Portfolio

 

26.0%

15.0%

47.2%

0.74

86

Growth Multi-Asset Portfolio

 

19.9%

11.1%

36.4%

0.71

65

Balanced Multi-Asset Portfolio

 

14.2%

8.6%

27.5%

0.64

48

Conserv. Multi-Asset Portfolio

 

11.2%

6.8%

21.3%

0.49

39

ASX 200 Accum.  Index

 

28.2%

9.9%

29.5%

0.35

100

About Us

We are here to help

Aro is a boutique investment manager specialising in tailored investment solutions. Aro manages funds on behalf of family offices, institutions, individual investors on behalf of their advisors with a focus on long-term outcomes for its investors. Aro's focus and vision is to build long term, trusted relationships by providing value-based outcomes for both advisors and their clients.

Why Choose Us?

We are experienced professionals with focus on helping advisors manage their clients' investments.

Passion & Commitment
Proven Performance
Dedicated Service
Practical Approach

We help advisors build scalable and efficient businesses, with a focus on risk

Tailored Risk Profile Model Portfolios

Model Portfolios tailored for advisors and their clients, with a proven track record

Integrated Investment Process

Centralised Investment Proposition for advisors to provide a compliant, efficient and risk focused service to their clients

Efficient & Scalable Support

Experienced team, working with advisors to provide active management for their clients in an efficient proactive way