Aro Asset
Management
Investing for the long term
Aro Asset
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
About Us
Portfolio Managers
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.
We focus on risk, with the Aro portfolio consistently in the top 5% of Australian equity funds in regard to the Sharpe Ratio and performance.
Tailored Solutions
Aro are experienced professionals with focus on helping advisors manage their clients' investments.
Personal Commitment
Proven Performance
Dedicated Service
Practical Approach
Portfolio Performance
as at
31 Mar 2022
1 Year
3 Years p.a.
3 Years (total)
Sharpe Ratio
FE Risk Score
Macro
19.1%
14.6%
50.5%
0.44
92
Growth
10.0%
9.9%
32.6%
0.27
72
Balanced
6.4%
7.2%
23.0%
0.15
51
Conservative
3.8%
5.2%
16.4%
0.05
39
ASX200 Accum.Index
14.9%
10.6%
35.2%
0.22
100
