Aro Asset Management

Model Portfolios

Aro's Managed Portfolios

The investment strategy is multi-layered top-down approach, involving quantitative, technical and macroeconomic modelling, underlined by Aro’s unique long term strategy.

The focus of the Manager is to mitigate risk while maintaining an above normal return over the long term. The Portfolio will be:
• Structured around diversified Australian Shares, Global stocks and, on occasion, selective listed funds.
• Primarily invested in listed securities, with platform-based investments if required.

The Manager is comfortable to hold cash or interest-bearing securities for sustained periods, dictated by the LRMS.
The portfolio is not benchmarked against any equities market. However the target for the Macro Australian equities is to return excess returns above the market over long term while reducing the volatility.

Macro Australian Equities

The Aro Macro Australian Equities Model Portfolio is an actively managed portfolio, predominately invested in Australian equities with emphasis on alpha and risk management.
Aro uses a top-down approach, with a focus on economic cycles and relationships between companies, industries and global markets. With a long-term macroeconomic focus, the portfolio at times may be invested across both growth and defensive asset classes.
Aro’s objective is to mitigate risk while maintaining an above normal return over the long term, underlined by Aro’s long-term risk management strategy.

The Aro Macro Australian Equities Model Portfolio is designed for investors with a long-term time horizon seeking capital growth, a broad share market exposure, and looking for performance during all stages of the market cycle. This SMA Model Portfolio is well suited to blend with other assets as part of a diversified portfolio.

Risk Profile Portfolios

The Risk Model Portfolios invest in a mix of investments across various asset classes, using a combination of direct and multi-manager investment approaches. The direct equities component is managed using the same strategy as the Aro Macro Australian Equities Model Portfolio.
These Model Portfolios will generally invest in listed securities, managed funds, exchanged traded funds (ETFs) and cash.

These portfolios are designed for investors seeking long term income and capital growth through exposure across a range of asset classes, with some capital stability, using a non-index weighted investment process.

Portfolio Performance

as at
30 Sept 2021

 

1 Year

3 Years p.a.

3 Years (total)

Sharpe Ratio

FE Risk Score

Macro Aus Equities Portfolio

 

31.6%

15.0%

52.3%

1.09

88

Growth Multi-Asset Portfolio

 

24.7%

11.8%

39.7%

1.00

66

Balanced Multi-Asset Portfolio

 

17.3%

9.0%

29.6%

0.89

48

Conserv. Multi-Asset Portfolio

 

12.8%

6.8%

21.9%

0.65

39

ASX 200 Accum.  Index

 

30.6%

9.7%

31.2%

0.58

100