Aro Asset
Management
Investing for the long term
Aro Asset
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
