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Diversified Diversified Strategies

Focused on providing a more consistent return outcome than traditional investment approaches

 

When constructing each portfolio, our predominant focus is on its targeted risk level – not returns – allocating to a wide variety of investments, including equities, bonds, infrastructure, property, commodities and alternative investments, based on an assessment of their value and contribution to total risk and return.

Atrium manages a range of diversified investments mandates on behalf of a wide range of institutions and individuals. We design and manage these portfolios to a client’s individual investment objectives.

 

Typical diversified investments are managed to provide investors with a more consistent return outcome than the traditional industry approach to investment. We achieve this using a Risk Targeted investment framework and by managing our portfolios dynamically. When constructing each portfolio, our predominant focus is on its targeted risk level – not returns – allocating to a wide variety of investments, including equities, bonds, infrastructure, property, commodities and alternative investments, based on an assessment of their value and contribution to total risk and return. We then constantly adjust the mix of assets across this range of different underlying asset classes.

 

In this way, Atrium builds portfolios that are less susceptible to market volatility and deliver a risk level consistent with our client’s investment profile.

Investment Approach to Diversified Strategies

Our approach is to invest in a diverse range of assets across different risk types. These risks broadly fall into three categories – Preservers, Growth Drivers and Diversifiers. Each asset is included in the portfolio for its ability to contribute to returns on a stand-alone basis.

Atrium Evolution Series – Diversified Fund

Investment Objective:

The Atrium Evolution Series – Diversified Fund is a multi-manager managed fund that seeks to provide investors with a more consistent return outcome than the traditional industry approach to investment. The Fund is managed across three targeted risk limits in three portfolios.

Investment Strategy:

The investment strategy rests on the following three tenets:

  • Seeking to preserve capital
  • Focusing first on risk rather than returns
  • Seeking a consistent positive return outcome

 

Important Information

The information on this website (Information) has been prepared by Atrium Investment Management Pty Limited (ABN 17 137 088 745, AFSL 338 634). The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235 150) is the Responsible Entity of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776) (Fund).
The Information is of a general nature only and does not take into account the objectives, financial situation or needs of any person. Before acting on the Information, investors should consider its appropriateness having regard to their own objectives, financial situation and needs and obtain professional advice. No liability is accepted for any loss or damage as a result of any reliance on the Information. Investors should consider the Fund’s Product Disclosure Statement (PDS) (available from www.atriuminvest.com.au/fund-overview/) before making any investment decision. Past performance is not a reliable indicator of future performance. Future performance and return of capital is not guaranteed.