Customised Investment Program and risk-managed portfolios

Global Multi Asset Class Portfolios

Overview

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.

Fund Information

1 YEAR 2 YEAR P.A. 3 YEAR P.A. SINCE INCEPTION P.A. (DEC 2016) SINCE INCEPTION CUMULATIVE (DEC 2016) INCEPTION CUMULATIVE DATE
RAM BALANCED MODEL -8.08% 5.04% 3.91% 6.59% 45.15% DEC 2016
RAM GROWTH MODEL -9.24% 6.78% 5.20% 8.14% 57.87% DEC 2016
RAM HIGH GROWTH MODEL -9.99% 7.33% 5.68% 8.85% 64.02% DEC 2016
RAM BALANCED MODEL
1 YEAR -8.08%
2 YEAR P.A. 5.04%
3 YEAR P.A. 3.91%
SINCE INCEPTION P.A. (DEC 2016) 6.59%
SINCE INCEPTION CUMULATIVE 45.15%
INCEPTION DATE DEC 2016
RAM GROWTH MODEL
1 YEAR -9.24%
2 YEAR P.A. 6.78%
3 YEAR P.A. 5.20%
SINCE INCEPTION P.A. (DEC 2016) 8.14%
SINCE INCEPTION CUMULATIVE 57.87%
INCEPTION DATE DEC 2016
RAM HIGH GROWTH MODEL
1 YEAR -9.99%
2 YEAR P.A. 7.33%
3 YEAR P.A. 5.68%
SINCE INCEPTION P.A. (DEC 2016) 8.85%
SINCE INCEPTION CUMULATIVE 64.02%
INCEPTION DATE DEC 2016

Returns as at 31st October 2022.

Investment Strategy

Active Management

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.

Experienced Team

Our internal investment committee has over 70 years global investment management experience in the full range of asset classes.

Institutional Approach

RAM supplement internal resources with the use of quantitative and qualitative external research providers and well known trading banks, brokerage firms and fund managers.

Globally Diversified

RAM build well diversified portfolios across a range of asset classes, currencies and investment markets with varying risk profiles.

Benefits of RAM Investment Offering

Secure

All products in managed in accordance with your Investment Program and held securely in Custody with one of Australia’s largest custodians

Australian or Global

All tax, administration and reporting is taken care of for you

Flexible & Liquid

Switch between different investments at any time.
Multiple currencies supported and completely customisable portfolios.

Multi Currency

You RAM portfolio can hold up to 15 currencies including USD, EUR, HKD, YEN and GBP

In Control

Choose your own risk profile and customise portfolio investments to meet your investment objectives via your own specific Investment Program

Transparency

Your personal investment portfolio can be viewed at any time through our dedicated web portal – RAM Investor Portal

In the Media

Industry Recognition

“Our Investment Philosophy is built around keeping the investment process simple and transparent and ensuring our clients are at the centre of everything we do.”

Scott Wehl
Founder & Group CEO