Managed Share Portfolios

Bellmont manages Australian share portfolios for Individuals, Self Managed Super Funds and Financial Intermediaries. The Bellmont Managed Accounts service is a comprehensive investment platform which includes direct ownership of shares, full taxation reporting, complete transparency and the ability to select an individual share portfolio managed by Bellmont Securities.

The benefits of Bellmont Managed Accounts

  • The investor maintains full beneficial ownership of the underlying shares
  • Assets held by a custodian in investors name
  • Complete transparency of underlying investments and transactions
  • Online portal provides up to date access to investments
  • Audited portfolio reporting (including tax)
  • Effective tax management (customised to each investor)
  • Portability – Move shares in and out of the managed portfolio without incurring costs or a tax event
  • No administration burden
  • Ongoing paperwork managed by Bellmont (corporate actions & dividends etc)
  • Telephone Access to the Portfolio Managers

Overview of Bellmont Managed Portfolios

Investors who utilise the Bellmont Managed Portfolios maintain full beneficial ownership of the underlying shares.

Bellmont Managed Accounts

Investment Philosophy

Our investment philosophy is built upon four pillars:

Research Driven

Whilst markets are generally efficient, decades of academic research have identified pockets of inefficiencies, that provide opportunities for disciplined investors to earn superior returns, without taking on excessive risk. It is these pockets of inefficiency that we target.

Systematic

Rather than relying on the subjective judgements of individual portfolio managers, we employ entirely systematic strategies that allow us to avoid the common cognitive errors that most investors suffer from – and which in many cases create the very inefficiencies we seek to exploit.

Value Centric

We are at heart value investors – always preferring to buy a quality business at a reasonable price, than chase ‘next big thing’ companies at outrageous valuations.

Conservative

A careful consideration of risk is central to everything that we do. As Warren Buffett says, “..a long stream of impressive numbers multiplied by a single zero always equals zero”.

Our Portfolios

Bellmont offers investors a choice of two Australian share portfolios. Both investments hold the same underlying portfolio of shares with the Buy-Write adding an index options overlay to smooth returns and provide far lower volatility and downside risk. Moving between each portfolio is frictionless and virtually cost-free, allowing investors and advisers to easily shift between the two.

Core Equities Portfolio

Direct Market Exposure

The Bellmont Core Equities Portfolio is a diversified, blue-chip equities portfolio, giving investors direct exposure to the earnings growth, dividends and franking credits of around 40 of Australia’s biggest companies. Read more

Australian Shares

Buy-Write Portfolio

Smoother returns & downside protection

The Bellmont Buy-Write Portfolio uses the Bellmont Core Equity Portfolio as a base and adds a Buy-Write overlay which generates equity-like returns, but with far lower volatility and downside risk. Read more

Options Overlay
Australian Shares

Compare Our Portfolios

Core Equities Portfolio

Buy-Write Portfolio

Professionally Managed by Bellmont
 Share Portfolio holding 30-40 of Australia’s largest listed Companies
 Smoother Investment Returns & Protection in falling markets
 Potential to outperform in a bull market
 Beneficial Ownership of Holdings
 Complete Transparency
 EOFY Taxation & Performance Reporting
 Audited Reporting
 24 Hour Online Access
 Ongoing Paperwork Managed by Bellmont (eg: Corporate Actions & Dividends etc)
Minimum Account Size  $50,000 AUD  $25,000 AUD
 Telephone Access to the Portfolio Managers

Seamlessly Switching Between Portfolios

Bellmont Managed Accounts allow the investor to seamlessly switch between investing in the Core Equities and Buy-Write portfolios without incurring the burden of establishing a new portfolio and enjoying virtually zero transaction costs.

Why would you want to switch?

Whilst both portfolios are designed to outperform over a full market cycle they tend to perform differently during individual periods.

Given that both portfolios have the same underlying shares (with the difference being the options overlay) investors can seamlessly switch between portfolios to protect themselves from an anticipated falling market by moving to the Buy-Write, or expose themselves to more upside by moving into the Core Equities portfolio. Switching is virtually cost free and since the portfolio of shares does not change, there are small – if any – tax consequences*.

* There may be a very small sale (0%-5%) of shares when moving to the Buy-Write as it holds a small cash buffer.

Core Equities Portfolio

30-40 Australian Shares

Buy-Write Portfolio

Options Overlay
30-40 Australian Shares

Legal

  • The Bellmont Managed Accounts investment menu can be viewed by clicking here.
  • The Bellmont Managed Accounts Product Disclosure Statement can be viewed by clicking here.

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Benefits of A Bellmont Managed Portfolio

  • Professionally Managed Share Portfolio
  • Assets held by a custodian in investors name
  • Complete transparency of investments and transactions
  • Online portal provides up to date access to investments
  • Audited portfolio reporting (including tax)
  • Effective tax management (customised to each investor)
  • Portability – Move shares in and out of the managed portfolio without incurring costs or a tax event
  • No administration burden