Ord Minnett Multi-Asset Balanced Portfolio
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
The portfolio is designed for investors focused on generating returns from a combination of income and capital growth. Such investors have a higher risk tolerance than a conservative investor, but a lower risk appetite than a high-growth investor.
Their time horizon is typically medium-to-long term, and their financial position provides some flexibility to meet their financial goals.
The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees.
It is intended to have a medium-high level of risk in the portfolio with the estimated likelihood of a negative annual return being 3 to less than 4 years in 20.
Ord Minnett seeks to add value through its longer-term strategic asset allocation positioning and shorter-term tactical-dynamic asset allocation positioning to take advantage of expected shorter-term moves in asset prices and security selection.
Implementation of these views can occur through the direct purchase of securities, or through indirect purchases via Exchange Traded Funds, Listed Investment Companies, Listed Investment Trusts or Managed Funds.
- Australian Shares 10% - 40%
- Global Shares20% - 50%
- Australian and Global Property and Infrastructure 0% - 10%
- Alternatives 0% - 20%
- Australian and Global Fixed Interest 5% - 40%
- Cash 0% - 30%
Ord Minnett (Ords) is a leading Australian wealth management group, offering a full-service stockbroking, financial planning, funds management and portfolio services.
Founded in 1951 by Charles Ord and Jack Minnett after meeting in the Australian Imperial Force in the Second World War, Ords has grown via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872.
Focused on service excellence, Ord Minnett is a highly respected name in the Australian investment and advisory landscape.
Ord Minnett’s advisers and clients benefit from our specialist corporate finance, fixed interest and asset management teams, committed to delivering unique investment offerings.
Proud Heritage
Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.
Funds Under Advice
Through prudent investment advice and market analysis, Ords has over AUD$57 billion in total Funds under Advice (FUA) as of 31 July 2021.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he worked for over 13 years. As the Head of Private Client Research, Simon is responsible for investment strategy and portfolio management, working across our adviser network. Simon is a Chartered Financial Analyst, and holds a Master of Economics and a Bachelor of Business.
Malcolm joined Ord Minnett in February 2021 from EL&C Baillieu where he was Chief Investment Officer for three years. Earlier he was Managing Director, Head of Investment Strategy at Bank of America Merrill Lynch Australia. Across 15 years at Morgan Stanley he was Investment Strategist in Wealth Management Australia, Asia-Pacific Regional equity strategist in Hong Kong, and Australia strategist and Head of Research. Prior to that he was a US equities portfolio manager for BT Australia in New York.
He holds a Bachelor of Economics with First Class Honours (Sydney University) and a Postgraduate Diploma in Management with Merit (MGSM).
Athena is a Research Analyst in the Sydney Office where she is responsible for providing market commentary and trade ideas on Listed Interest Securities and Exchange Traded Funds (ETFs).
Athena joined the Research team part-time in 2016 whilst working as the Desk Assistant for the Ord Minnett Fixed Interest Team. Prior to joining Ords, she was a Senior Equities and Derivatives Associate at Commsec Adviser Services.
Athena is also a Chartered Financial Analyst.
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