Portfolio Comparison
The table below outlines the key characteristics of the Buy-Write and Premium Portfolios.
| Buy-Write Portfolio | Premium Portfolio | |
|---|---|---|
| Outline | The Bellmont Buy-Write Portfolio is a diversified portfolio of blue-chip Australian shares, overlaid with an income generating derivative hedging strategy. The combined portfolio exhibits superior income generation and an outstanding risk/return profile, making it appropriate for defensive or growth focused investors. | The Bellmont Premium Portfolio is a true "Value Investing" portfolio. Rather than blindly tracking a benchmark index, we analyse each business purely on its merits. We aim to acquire at a sensible price, partial ownership in a range of easily understood businesses with excellent economics. We look for businesses with able honest management whose earnings are virtually certain to be significantly higher in five and ten years time. |
| Objective | To outperform the ASX200 Accumulation index on both an absolute return and risk adjusted basis over the course of the market cycle. | To generate long term capital growth and tax-effective income from a focused portfolio of outstanding Australian companies. To outperform the ASX200 Accumulation index over the course of a market cycle. |
| Suitability | Suitable for investors wanting exposure to the market whilst generating tax effective income from their portfolio | Suitable for investors looking for long term growth and tax effective income. |
| Portfolio Managers | Peter Bell & David Montuoro | Peter Bell & David Montuoro |
| Investment Style | Income and Growth | Growth (Value based) |
| Investment Mandate | Australian Equities, Index derivatives and Cash | Australian Equities and Cash |
| Management Fee | SMA Structure 1.60% PA Direct Portfolio 2.00% PA | SMA Structure 0.60% PA Direct Portfolio 2.00% PA |
| Performance Fee | nil. | 20% of the outperformance of the ASX 200 Accumulation Index |
| Fiscal Year End | 30 June | 30 June |
| Minimum Investment | $100,000 AUD | $100,000 AUD |
| Learn more > | Learn more > |