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Global Multi Asset Class Portfolios

Customised Investment Program and risk-managed 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 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 2.02% 6.90% 6.74% 12.03% 5.57% 6.27% 7.65% 7.74% 70.62% DEC 2016
RAM GROWTH MODEL 2.81% 8.80% 8.10% 14.73% 6.99% 7.78% 9.39% 9.43% 90.74% DEC 2016
RAM HIGH GROWTH MODEL 3.21% 9.75% 8.77% 16.06% 7.63% 8.41% 10.15% 10.22% 100.81% DEC 2016
RAM BALANCED MODEL
1 MONTH 2.02%
3 MONTH 6.90%
6 MONTH 6.74%
1 YEAR 12.03%
2 YEAR P.A. 5.57%
3 YEAR P.A. 6.27%
5 YEAR P.A. 7.65%
SINCE INCEPTION P.A. 7.74%
SINCE INCEPTION CUMULATIVE 70.62%
INCEPTION DATE DEC 2016
RAM GROWTH MODEL
1 MONTH 2.81%
3 MONTH 8.80%
6 MONTH 8.10%
1 YEAR 14.73%
2 YEAR P.A. 6.99%
3 YEAR P.A. 7.78%
5 YEAR P.A. 9.39%
SINCE INCEPTION P.A. 9.43%
SINCE INCEPTION CUMULATIVE 90.74%
INCEPTION DATE DEC 2016
RAM HIGH GROWTH MODEL
1 MONTH 3.21%
3 MONTH 9.75%
6 MONTH 8.77%
1 YEAR 16.06%
2 YEAR P.A. 7.63%
3 YEAR P.A. 8.41%
5 YEAR P.A. 10.15%
SINCE INCEPTION P.A. 10.22%
SINCE INCEPTION CUMULATIVE 100.81%
INCEPTION DATE DEC 2016

 

Returns as of 29th February 2024

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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.

Real Estate Asset Management

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

188UA products are 188B and 188C Visa compliant

Secure

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

Australian or Global

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

You have the freedom to change between various eligible investments without incurring any expenses or jeopardizing your 188B/188C Visa status.

Flexible & Liquid

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

Multi Currency

Your 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

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