Directly held portfolio of securities issued by major global financial institutions
15-25 Concentrated holdings in your own name – no third party management fees
Exposure to US, European, Australian and Asian lending institutions
Transparent portfolio, regular yield, daily valuation & Liquid (T + 5)
Diversified Issuer (Max 10%) and blended maturity portfolio
Flexible portfolio structure and risk level – Client retains control of their investments mandate at all times
Minimum BBB-Issuer Credit Rating
For 4 years running RAM has won the IMAP (Institute of Managed Account Professionals) Award for Australian Fixed Interest managed accounts. The judging panel is comprised of independent consultants and industry executives who commended RAM on the quality of our investment offering and risk adjusted approach to portfolio construction.
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
2018 IMAP Managed Account Awards
Disciplined investment process with experienced investment personal. Our goal is to bring institutional investment and risk management to the private client world.
We believe markets and securities trading prices can move away from intrinsic value, we aim to avoid the short term noise, focusing on long term growth.
Primary focus is the preservation of capital, with a strong focus on risk management. Investing is an exercise in taking risk, therefore a firm grasp on risk management is essential.
We believe blending a range of security types and maturities can reduce portfolio volatility whilst achieving the strategic objective.
Our clients can understand how their wealth is being managed and be confident it will meet their expectations. All investments are directly held by the client in their own portfolio via the Discretionary Managed Account.
