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The Fund has a multi-style approach, with investment rationale at times driven by value, growth, momentum, income generation and event driven opportunities. Overarching this is a focus on quality – most of the Fund’s investments are large capitalisation and tend to have strong brand awareness with the Fund’s investor base. The investment philosophy embraces a long-term approach, though this does not preclude the Fund from taking shorter term opportunistic positions.
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Our Managed Account allows clients to invest in domestic and global multi asset portfolios that are professionally managed and follow a defined investment strategy. The Investment Mandate outlines the features and parameters of the Managed Portfolios and Investment Options (portfolios) that are accessible through an Adviser. By using a Managed Account there is ability to consolidate other investments held and benefit from consolidated management, execution and reporting. The underlying holdings, transactions and investment performance can be viewed on a daily basis. In addition, beneficial ownership of the underlying assets is retained.
Download FlyerBespoke Managed Portfolios include: The Akambo Australian Large Cap Concentrated Portfolio, Akambo International Equities Portfolio, Akambo Equity Income Portfolio and the Akambo Wholesale Global Opportunities Portfolio. There are also a range Fixed Interest solutions to address the income needs of individual investors, SMSF’s and Not For Profit’s.
Our investment process focuses on generating appropriate risk-adjusted returns. We achieve this by utilising internal expertise combined with high quality external research.
This combination ensures a balanced approach to our investments.
We work with private investors, financial advisors and institutional clients.
The investment philosophy of Akambo begins from the perspective that clients are seeking (and deserve) a transparent and flexible solution. We embrace a holistic view of a client’s circumstances and seek to meet their goals and objectives through best of breed solutions and products, with a personalised and interactive service.
We believe that active management helps deliver a flexible, proactive, value-added overlay to our portfolios.
With over 100 years of experience across the investment team, we provide a disciplined approach to achieve financial returns for investors through the slew of economic, social and market cycle evolutions.
With a focus on quality, we look to navigate financial market cycles by identifying structural growth tailwinds from around the globe and marrying them with the business cycle.
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