Customised Investment Program and risk-managed portfolios
Real Asset Management (RAM) have a range of multi-asset class portfolios with various risk profiles and investment objectives. Clients can further customise portfolios to suit their specific investment objectives and risk profile.
Portfolios are managed by a team of experts using internal and external resources of RAM Group to deliver risk managed high quality portfolios and achieve the investment objective.
Client retains complete control of the investment program, with in built flexibility to change the portfolio structure at any time.
Convenient for client- via outsourcing investment management can enjoy life ʹtravelʹ or ʹworkʹ and not worry about the day to day management of their investment portfolio.
Timely Taxation reporting, and transparent online access to see all investments, income, transactions, fees.
Safe custody with National Australia Bank (Australian Assets) and CitiGroup (Global Sub-Custodian).
Flexible, multi-asset class discretionary portfolio with full range of asset classes/investments.
| CURRENCY | AUD, HKD, SGD, USD, EUR, GBP. Multi-Currency. |
|---|---|
| DISTRIBUTIONS | Quarterly, Variable |
| INVESTMENT AMOUNT | Standard portfolio minimum $500,000 AUD Bespoke portfolio minimum $2,000,000 AUD |
| LIQUIDITY | Flexible – generally daily |
|---|---|
| INVESTMENT MANAGER | Real Asset Management Pty Ltd |
| PORTFOLIO ADMINISTRATOR | Mason Stevens |
| 1 MONTH | 3 MONTH | 6 MONTH | 1 YEAR | 2 YEAR P.A. | 3 YEAR P.A. | 5 YEAR P.A. | SINCE INCEPTION P.A. | SINCE INCEPTION CUMULATIVE | INCEPTION DATE | |
|---|---|---|---|---|---|---|---|---|---|---|
| RAM BALANCED MODEL | 2.37% | 3.68% | 7.07% | 11.79% | 9.66% | 4.94% | 7.07% | 7.98% | 79.08% | DEC 2016 |
| RAM GROWTH MODEL | 2.78% | 4.22% | 8.55% | 13.86% | 11.60% | 5.88% | 8.64% | 9.67% | 101.40% | DEC 2016 |
| RAM HIGH GROWTH MODEL | 3.03% | 4.59% | 9.31% | 14.92% | 12.48% | 6.23% | 9.30% | 10.46% | 112.68% | DEC 2016 |
Returns as of 31st July 2024
Australian Model Portfolio returns above are prior to all platform and investment management fees. Individual client performance may differ due to a range of factors such as differences in investment mandate size, fees, currency and investment constraints. Past Performance is not a reliable indicator of future performance. Portfolios include a combination of RAM wholesale funds, Exchange Traded Funds and funds managed by third party fund managers. It is open only to investors who are “wholesale clients” as defined in section 761G or 761GA of the Corporations Act 2001 (Cth) of Australia. All investments involve the potential for a loss of capital. Prospective investors should seek separate, independent financial and professional advice if required prior to making an investment to assess the suitability, lawfulness and risks involved. The information contained herein does not have any regard to the specific investment objectives, financial situation or the particular needs of any person.
RAM select a blend of actively managed funds and passively managed funds. RAM Investment Committee actively manage the Tactical Asset Allocation with the aim of minimising portfolio drawdowns and maximising long term returns.
Our internal investment committee has over 70 years global investment management experience in the full range of asset classes.
RAM supplement internal resources with the use of quantitative and qualitative external research providers and well known trading banks, brokerage firms and fund managers.
RAM build well diversified portfolios across a range of asset classes, currencies and investment markets with varying risk profiles.
All products in managed in accordance with your Investment Program and held securely in Custody with one of Australiaʼs largest custodians.
All tax, administration and reporting is taken care of for you.
Switch between different investments at any time.
Multiple currencies supported and completely customisable portfolios.
Your RAM portfolio can hold up to 15 currencies including USD, EUR, HKD, YEN and GBP.
Choose your own risk profile and customise portfolio investments to meet your investment objectives via your own specific Investment Program.
Your personal investment portfolio can be viewed at any time through our dedicated web portal – RAM Investor Portal.
Australian Fixed Interest Finalist 2024 IMAP Managed Account Awards
Australian Fixed Interest Finalist 2023 IMAP Managed Account Awards
Australian Fixed Interest Winner 2021 IMAP Managed Account Awards
Australian Fixed Interest Winner 2020 IMAP Managed Account Awards
Australian Fixed Interest Winner 2019 IMAP Managed Account Awards
Other Asset Classes Winner
Financial Services Council Member
Responsible Investment Association Australasia Member
Real Asset Management Pty Limited ACN 162 123 408 AFSL 484263
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