The Bellmont Diversified Model Portfolios comprise a range of risk-profile based models, providing diversified exposure to all the major asset classes, through a cost-effective combination of unlisted managed funds, exchange traded funds and an actively managed direct Australian Equities portfolio.

The portfolios are managed by a team of investment specialists with deep expertise in asset allocation, fund manager selection and Australian Equities. They have been built from the ground up with input from a former financial adviser with extensive experience over many years running an advice practice. Our forward looking, patient, high conviction investment approach has seen our portfolios deliver consistently strong returns to clients, with each of our portfolio models ranking amongst the top performing investment options in their category since inception.

Complementing the portfolios is a comprehensive communications solution, with regular written and video content that ensures that clients are kept fully informed, and engaged with their portfolios at all times. All content is stored in a custom-built, password protected communications portal, that enables advisers to efficiently search, consume, and disseminate relevant content to their clients.

The result - a solution that delivers outstanding investment outcomes for clients, while providing advice businesses the efficiency to focus on the areas where they add the most value.

Our Beliefs

Fund Manager Selection:

Central to our investment process is the identification of outstanding investment managers, that we believe have the ability to generate consistent alpha after all fees. Unlike many, our process is heavily focused on qualitative (forward looking) factors, rather than excessively reliant on quantitative (backward looking) analysis. This sees us undertake over 500 fund manager meetings each year, in an effort to assess the capability of a manager's team, determine whether their success is repeatable, whether the market environment now and in to the medium term is conducive to their particular style of investing, and whether the team dynamic and key staff will remain with the organisation into the future. When we find a manager that meets our exacting standards, we invest with conviction, preferring to focus our investments in a few outstanding managers, than dilute the benefits of our rigorous research through excessive diversification. We then maintain an extremely high level of engagement with our chosen managers, including ’service level agreements’ with regards to portfolio transparency and news flow, to ensure that we’re aware of any significant events that might impact on their ability to achieve the expected outcomes.

Australian Equities:

Our direct Australian Equities portfolio has a dual ‘Quality’ and ‘Value’ focus, with the portfolio strategy comprised of two approximately equal weight, separate and complementary components:

Core

Approximately 15 companies from the 100 largest companies on the ASX, selected through a rigorous multi-step systematic process designed to identify the highest quality value stocks on the market. Our analysis involves evaluation of cash flows vs reported profits, earnings based value measures, and multiple quality metrics. This section of the portfolio is rebalanced annually to ensure the optimal mix of quality and value.

We are proud to have delivered exceptionally strong performance for our clients since inception of our multi-asset models, with all our models ranked amongst the top performing investment options in their category since inception (source: Morningstar).

Below is the performance track record of the Bellmont Diversified Model Portfolios.

Bellmont Diversified Model Portfolios Returns by Time Period

Bellmont Diversified Model Portfolio - Balanced vs Average Comparable Fund
Growth of $100K over time

Because of our scale, we’re able to negotiate meaningful fee discounts on many of the underlying funds in our models, the benefits of which are passed straight through to your clients. In fact, the fee discounts we’ve negotiated significantly exceed our fees for managing the models - meaning that your clients get access to our investment models, professional management and communication for less than it would cost them to buy the same model themselves directly. That’s value!

The total Investment Management Fees for the Bellmont Diversified Model Portfolios, including the MER’s of all the underlying managers (after the manager fee rebates we have sourced for you) and our Model Management fee (but excluding variable fees like transaction, performance and platform fees) range between 0.62% and 0.71% including GST - outstanding value for a portfolio comprised entirely of extremely high quality, actively managed investments.

Managed Account Specialists

With over 10 years experience operating managed accounts through SMA, MDA and IMA structures, we are truly managed account specialists. Our extensive experience and strong relationships with most major managed account platforms make us ideally suited to assist firms making the transition to the ’new world’ of managed accounts.

Direct Equities Expertise

Our extensive direct equities expertise enables us to offer more than just another ‘manage the manager’ solution. With strong capabilities in both systematic / smart beta strategies and traditional ‘Buffett style’ value investing, our clients benefit from a transparent, actively managed and extremely cost effective direct Australian share portfolio.

Built with Adviser Experience

Our team includes an experienced former financial adviser who has been through the journey of building an advice practice from the ground up and understands the current challenges that advisers face. Our portfolios draw upon his experience, giving Bellmont a clear understanding of the considerations that practices face when they contemplate a change to their investment offering.