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BELLMONT SECURITIES
AFSL - 331625 -
ABN - 47 119852890
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Strategy
Portfolio
The Bellmont Strategy Portfolio is a blue-chip Australian Equities portfolio, comprised entirely of holdings in ‘household name’
companies within the S&P ASX100 index. Rigorous ‘bottom up’ macro-economic analysis is undertaken in order to identify market
sectors that have the potential to outperform the broader market, given the prevailing point in the business cycle. Micro-strategy
tools are then utilised to identify strong and dominant businesses within the preferred sectors that are trading at attractive
valuations. Our approach is ‘semi-active’, seeking to position portfolio holdings to take advantage of expected economic and
market developments, rather than simply replicating the underlying index.
By adopting a transparent, competitive fee structure that aligns the incentives of all parties, we remove potential conflicts
of interest, and ensure we are all working towards a mutual goal. And, by tailoring our advice to your specific needs, and overlaying
our advice with a comprehensive Portfolio Administration Service, we ensure that you are able to conveniently monitor your progress
towards that goal.
Diversified
blue chip portfolio
'Semi-active' management style to optimise
performance at all points of the business cycle
Average outperformance* of 6.4% pa over the
benchmark (3 years)
Comprehensive portfolio administration and reporting
Transparent and competitive fee structure
*
Performance figures current as at
31-12-2009
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