The strategy aims to deliver returns (before management costs) that exceed CPI increases by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.
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.
The Cashel multi-manager managed investment account strategies diversify your exposure to various sectors and markets.
Cashel's strategies invest across the most prospective asset classes and sectors. Utilising Cashel’s proprietary selection and optimisation process seeks to invest in the most skilled funds that we hold the highest confidence of alpha generation compared to their sector strategy peers and asset class benchmarks. Strategic portfolio management is simplified with Cashel Family Office.
To select these investment strategies, we use the following proven alpha generating criteria (among others):
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.
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.
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.
We select managers who are consistently clear communicators who predominately serve professional and institutional investors with advanced and sophisticated risk management systems.
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.
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.
The strategy aims to deliver returns (before management costs) that exceed CPI increases by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.
The strategy aims to achieve returns (before management costs) that exceed the RBA Cash Rate by 3% while maintaining volatility to less than 5% over a rolling 3-year basis.
The strategy aims to achieve returns (before management costs) that exceed CPI increases by 4% while maintaining volatility to less than 12% over a rolling 3-year basis.
The strategy aims to achieve returns (before management costs) that exceed CPI increases by 4% while maintaining volatility to less than 25% over a rolling 3-year basis.
The strategy aims to achieve returns (before management costs) that exceed CPI increases by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.
The strategy aims to achieve returns (before management costs) that exceed CPI increases by 2% while maintaining volatility to less than 5% over a rolling 3-year basis.
Understanding the strategies we implement to consistently grow wealth for our clients.
| Total Return Performance (%) - 30 July 2024 | 5 Yr* | 3 Yr* | 1 Yr | 6 Mth | 3 Mth | 1 Mth |
|---|---|---|---|---|---|---|
| Absolute Alpha | 13.72 | 15.36 | 23.58 | 10.76 | 4.57 | 2.11 |
| High Growth | 12.71 | 14.56 | 22.15 | 10.16 | 4.18 | 1.88 |
| Growth | 11.49 | 13.50 | 20.51 | 9.44 | 4.05 | 1.80 |
| Balanced | 9.20 | 11.75 | 17.22 | 7.93 | 3.09 | 1.20 |
| Balanced Conservative | 8.85 | 11.44 | 16.73 | 7.71 | 3.02 | 1.17 |
| Conservative | 7.07 | 10.05 | 14.41 | 6.62 | 2.48 | 0.85 |
| High Yield | 2.24 | 6.46 | 8.53 | 3.83 | 1.84 | 0.56 |
Multi-manage managed investment account strategies in funds managed by leading investment professionals globally. A select number of these are illustrated below:
The multi-manager managed investment account strategies hold a wide range of well-known quality investments. An example of these are included below:
Please refer to the below monthly performance reports for further details.
These managed investment account strategies are available via multiple investment platforms.
Depending on your investment account size and taxation structure these investments strategies can be provided as an Individually Managed Account or Discretionary Managed Account.
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.
A multi-manager investment strategy allocates an investment portfolio across multiple fund managers. Each manager focuses on a different asset class, investment opportunities and style, allowing for a blend of expertise and approaches that aim to achieve more consistent, long-term returns.
Any investment and portfolio management carries risk. A multi-manager portfolio management strategy reduces concentration risk by allocating funds to different managers with varying investment approaches, asset types and sectors. This diversification helps protect the portfolio from poor performance in any single area, spreading risk across multiple investments.
Investing in a multi-manager managed investment account provides diversification, access to a range of top-tier fund managers and the ability to balance various investment strategies. For example, by combining different asset classes, such real estate and share portfolio management, investors may achieve more stable returns and reduce the risk of relying on one investment approach or market trend.
Cashel’s multi-manager managed investment accounts generate alpha by selectively investing in the expertise of skilled specialised fund managers who have a proven track record of outperforming their peers and market benchmarks. By combining different portfolio management services and strategies, the portfolio can capitalise on market inefficiencies and unique investment opportunities.
Multi-manager portfolios typically include a wide range of assets, such as equities, fixed income, cash, real estate and alternative investments like private equity, hedge funds or commodities.
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