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Multi-Manager Strategy  

Multi-Manager Managed Investment Account Strategy

Invest across all asset classes and sectors with Cashel’s macro-economic outlook strategies. Diversify across investment funds that hold high confidence of alpha outperforming.

Book Appointment

Invest in a portfolio of the highest alpha generating investment strategies globally.

Customise your portfolio based on your return objectives, risk, taxation 
and transaction constraints.

Available as individually managed investment account options.

Investment Strategy

Cashel's multi-manager managed investment account strategies invest across all asset classes and sectors. Utilising Cashel’s macro-economic outlook, the strategies seek to invest in investment funds that we hold the highest confidence of alpha outperforming compared to their sector strategy peers and asset class benchmarks.  

Investment Philopsophy

To select these investment strategies, we use the following proven alpha generating criteria (among others): 

Proven past performance

Academic studies and our experience show that top-performing managers continue to be top performers for longer periods of time. We seek to invest in winning investment strategies who have proven reliability.

Established, stable and motivated portfolio managers

We invest in established profitable boutique investment managers who are predominately portfolio manager owned and remunerated.  Rather than large institutional managers, small boutique managers are more aligned to the performance of investors and are typically better rewarded when investors succeed.  

Skilled managers with proven investment processes

Repeatedly we see a meaningful difference between skilled and unskilled managers. We select managers based on their ability to demonstrate compounding value accretion through repeatable and understandable investment processes.

Compliant investor reporting with advanced risk management systems

We select managers who are consistently clear communicators who predominately serve professional and institutional investors with advanced and sophisticated risk management systems.

Quality stock pickers with information advantages

We avoid large low-cost index replicators. Our chosen investment managers need to have a high conviction in their ideas and be able to execute these investments with efficiency and diligence.

Transaction-aware portfolio managers

We believe that monthly rebalancing and high levels of portfolio turnover detract from portfolio returns due to increased taxation and transaction fee events. We expect our managers to be co-investors and see past the short term to what is ultimately realised after factoring in direct and indirect expenses.

Our Strategies

Balanced

The strategy aims to achieve its return (before management costs) that exceed the CPI increased by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.

  • 11.75%

    3 Year*

  • 17.22%

    1 Year*
High Yield

The strategy aims to achieve its return (before management costs) that exceed the RBA Cash Rate by at least 3% while maintaining volatility to less than 5% over a rolling 3-year basis.

  • 6.46%

    3 Year*

  • 8.53%

    1 Year*
High Growth

The strategy aims to achieve its return (before management costs) that exceed the CPI increased by at least 4.0% while maintaining volatility to less than 12% over a rolling 3-year basis.

  • 14.56%

    3 Year*

  • 22.15%

    1 Year*
Absolute Alpha

The strategy aims to achieve its return (before management costs) that exceed the CPI increased by at least 4.0% while maintaining volatility to less than 25% over a rolling 3-year basis.

  • 15.36%

    3 Year*

  • 23.58%

    1 Year*
Conservative

The strategy aims to achieve its return (before management costs) that exceed the CPI increased by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.

  • 11.75%

    3 Year*

  • 17.22%

    1 Year*
Balanced Conservative

The strategy aims to achieve its return (before management costs) that exceed the CPI increased by at least 2% while maintaining volatility to less than 5% over a rolling 3 year basis.

  • 11.44%

    3 Year*

  • 16.73%

    1 Year*

Cumulative Returns

Total Return Performance (%) - 30 July 20245 Yr*3 Yr*1 Yr6 Mth3 Mth1 Mth
Absolute Alpha13.7215.3623.5810.764.572.11
High Growth12.7114.5622.1510.164.181.88
Growth11.4913.5020.519.444.051.80
Balanced9.2011.7517.227.933.091.20
Balanced Conservative8.8511.4416.737.713.021.17
Conservative7.0710.0514.416.622.480.85
High Yield2.246.468.533.831.840.56

* Past performance is not a reliable indicator of future performance. Yearly returns are annualised and assume distributions are reinvested. Net return is net of third-party fees and costs. They do not include Cashel’s management fees and are unaudited. Growth return reflects changes in the capital values of the units. External fund manager data may be lagged. Certain data included has been sourced from third-party providers. As such, there may be minor variations between the data provided in this fact sheet and client statements. Breakdowns are for illustrative purposes only. Percentages may not always add up to 100% owing to derivatives, currencies or rounding. *Note 5 year and 3 year results are a static backtest. The current strategy has been operating since 30 November 2022, prior strategy included direct equity seperately managed accounts.  

Managers

Multi-manage managed investment account strategies in funds managed by leading investment professionals globally. A select number of these are illustrated below: 

Investments

The multi-manager managed investment account strategies hold a wide range of well-known quality investments. An example of these are included below:

Performance Reports  

Please refer to the below monthly performance reports for further details.

Invest via your Superannuation or Investment Account  

These managed investment account strategies are available via multiple investment platforms.

Individual Managed Account versus Separately Managed Account  

Depending on your investment account size and taxation structure these investments strategies can be provided as an Individually Managed Account or a Separately Managed Account. 

Enquire

The Cashel multi-manager investment strategies are available to investors with a minimum initial investment of $500,000.

(Required)

Important Information for Wholesale and Retail Clients in Australia and Wholesale Investors in New Zealand 
This document has been prepared by Cashel Support Services Pty Ltd (ABN 31 619 697 808), authorized representative number 1257601 of Cashel Financial Services Pty Ltd (ABN 23 106 177 093, Australian Financial Services License and Australian Credit License Number 306 803) (Cashel). Cashel are part of the Cashel Family Office (Australia) Pty Ltd (ABN 30 006 726 129) group of companies (Cashel Family Office). Please read the following before making any investment decision about any financial product mentioned in this document. 

Disclosure at the date of publication: Cashel, companies within the Cashel Family Office, and each of their associated entities, directors, agents, employees, authorised representatives and associates (Cashel Entities) may have a material interest in, and may earn brokerage or receive commissions or other benefits or advantages from, any securities or financial products referred to in this document or as a result of a transaction involving securities or financial products of the companies mentioned herein. Cashel Entities may hold shares in the securities mentioned in this document and therefore may benefit from any increase in the price of those securities as a result of the distribution of this document. Further, Cashel Entities may have acted as manager or co-manager of a public offering of any such securities in the past two years. Cashel Entities may provide or may have provided corporate finance to the companies referred to in this document. 

WARNINGS: This document is intended to provide background information only and does not purport to make any recommendation upon which you may reasonably rely without further and more specific advice. To the extent that this document contains advice: (i) this is limited to general advice only; (ii) has been prepared without taking into account your objectives, financial situation or needs; and (iii) because of this you should therefore consider the appropriateness in light of your objectives, financial situation or needs, before following the advice. To the extent that this document contains any advice, we recommend that you do not act on this advice without first consulting your investment adviser to determine whether the advice is appropriate for your investment objectives, financial situation and particular needs. Past performance is not a reliable indicator of future performance, and no representation or warranty, express or implied, is made regarding future performance. 
DISCLAIMERS: This document is for the exclusive use of the person to whom it is provided by Cashel and must not be used or relied upon by any other person. No representation, warranty or undertaking is given or made in relation to the accuracy of information contained in this document. The Cashel Entities assume no obligation to update this document or correct any inaccuracy which may become apparent after it is given. If any advice in this document relates to the acquisition or possible acquisition of a particular financial product, you should obtain a copy of and consider the product disclosure statement, prospectus or other document for that financial product before making any decision. Save for any statutory liability that cannot be excluded, the Cashel Entities accept no liability whatsoever for any loss or damage of any kind caused by any error in, inaccuracy, or omission from, this document or arising out of the use of all or part of these materials. This document is published for information purposes and is not to be construed as a solicitation or an offer to buy or sell securities or related financial products.