Press Release – Bellmont Securities SMA portfolios added to Libertas Financial Planning APL

posted on October 20th, 2014 by Bellmont Research Team

Bellmont Office

The Board of Directors are delighted to announce that the Bellmont Core Equities Portfolio and the Bellmont Buy-Write Portfolio have been added to the Libertas Financial Planning Approved Product List (APL).

The Bellmont SMA portfolios are a compelling offering for advisers and dealer groups looking for smart strategies, transparency, control and better tax outcomes for clients. Bellmont’s focus on extensive academic research, including working with the Capital Markets Co-operative Research Centre (CMCRC) to support and refine its investment strategies, provides advisers with a unique alternative to both ETF’s and traditional fund managers. The approval by Libertas is a another vote of confidence in Bellmont’s investment strategies and structure.

“We are seeing many of the leading independent financial planning groups move towards to the managed accounts space especially for Australian Equities. Libertas is one of those leaders” said David Montuoro, Director at Bellmont Securities.


Notes for the Editors

About Libertas Financial Planning

Libertas Financial Planning currently has around 30 Authorised Representatives working under their AFSL. These advisors have been by invitation only; and a strict vetting procedure is in place to ensure that we only invite advisors with the mind-set “where the client comes first”.

About Bellmont’s SMA Portfolios

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 30 of Australia’s biggest companies.The portfolio is designed to exhibit high correlation with the ASX200, yet with a distinct value bias – systematically adopting overweight positions in companies that are trading at lower than average valuation multiples, and underweight positions in those that are trading at above average multiples.

The Bellmont Buy-Write Portfolio uses the Bellmont Core Equity Portfolio as a base and adds a Buy-Write overlay that swaps the possibility of ‘blue sky’ returns in any period, for the certainty of regular premium income. The result is a conservative strategy, that generates equity-like returns, but with far lower volatility and downside risk.

About The Capital Markets Cooperative Research Centre (CMCRC)

The Capital Markets Cooperative Research Centre (CMCRC) brings together the best in innovative research and technology to the capital markets domain.

Formed in 2001, it provides a bridge between the practical needs of capital markets and pioneering academic research. The CMCRC was formed under the auspices of the Federal Department of Education Science and Technology CRC program (now run by Department of Industry).


Primary Contact: David Montuoro
Telephone + 61 2 8093 6106

Secondary Contact: Peter Bell
Telephone + 61 2 8093 6101

Address: Bellmont Securities Level 2, 261 George St Sydney NSW 2000 Australia

New Trading Platform

Bellmont is delighted to announce a new online trading platform will be launching in July 2014 alongside our existing Prime platform.

    Trade Overseas Stocks & CFDs
    Trade ASX Stocks & CFDs
    Trade FX Currencies
    Low Cost Brokerage
    Mobile Trading Platform