MACRO EQUITIES PORTFOLIO
The Macro Equities Portfolio is an actively managed portfolio, predominantly invested in Australian equities with emphasis on alpha and risk management. The investment strategy is multi-layered top-down approach, involving quantitative, technical and macroeconomic modelling, underlined by Aro’s unique long term strategy. The focus of the Manager is to mitigate risk while maintaining an above normal return over the long term. The Portfolio will be structured around diversified Australian Shares, Global stocks and, on occasion, selective listed funds and primarily invested in listed securities, with platform-based investments if required. The Manager is comfortable to hold cash or interest-bearing securities for sustained periods, dictated by the long term strategy. Aro uses a top-down approach, with a focus on economic cycles and relationships between companies, industries and global markets. The portfolio at times may be invested across both growth and defensive asset classes.
MULTI-ASSET PORTFOLIOS
The Multi-Asset Portfolios invest in a mix of investments across various asset classes, using a combination of direct and multi-manager investment approaches. The direct equities component is managed using the same strategy as the Aro Macro Australian Equities Model Portfolio. The RM Balanced Model Portfolio is designed for investors seeking long term income and capital growth through exposure across a range of asset classes, with some capital stability, using a non-index weighted investment process. The RM Growth Model Portfolio is designed for investors seeking long term income and capital growth through exposure across a range of asset classes, with some capital stability, using a non-index weighted investment process.
Aro Capital does not assure the accuracy, completeness or timeliness of the data or contents provided and will not be held responsible for its use or distribution. Investment performance may differ across various platforms due to differences in fees, execution speed, price and mandate variability across the platforms. The above information is intended for clients of Aro Capital and any advice given is general in nature and does not take into account specific financial objectives or needs. For further information, please refer to our Financial Services Guides on our website. It is important to consider the advice and, if applicable, the relevant Product Disclosure Statements before making any investment decisions. Past performance is not indicative of future results, and it is recommended to seek tailored advice from a financial adviser.