“We help you maximise the benefits of diversification by allocating your money across asset types, regions, investment managers and strategies.”
Brendan Paul
“Our multi asset diversified portfolios combine the very best of Atrium’s investment experience and unique Risk Targeted investing approach to help deliver more consistent returns and avoid unnecessary & unrewarded risk”
Glen Foster

Atrium gives clients the confidence to stay invested through the ups and downs of financial markets. Atrium’s proven Risk Targeted investing provides peace of mind for clients on their wealth building journey.

We help you maximise the benefits of diversification by bringing together a blend of best-in-class investment managers and strategies, carefully selected, and incorporated into a range of professionally managed multi-asset diversified solutions.

Experience shows that diversification is one of the single most powerful tools for reducing risk and creating more consistent investment returns.

But how diversified is the typical diversified portfolio?

Atrium brings you true diversification, combining growth assets, diversifying assets and preserving assets in a single portfolio – ranging from cash, fixed income, and shares, to liquid alternatives and private market investments.

Harnessing our extensive global research capabilities, we have sourced outstanding active managers from around the world, with specialist skills across traditional, alternative and unlisted investment strategies.

Each portfolio incorporates our proven Risk Targeted investing approach and are managed true to label and to their stated objective. Dynamic asset allocation means we can respond rapidly to market movements and take advantage of relative pricing opportunities as they emerge. We maximise opportunity and manage risk.

What is a diversified investment strategy? 

Our multi-asset diversified strategies aim to deliver more consistent returns with less risk, by spreading your money across selected investment managers, global asset markets and assets.

The Atrium Diversified Solutions include: 

The Atrium Evolution Series – Diversified Fund

MAPS Risk Targeted Portfolios on HUB24

MAPS Diversified Opportunities Portfolios on HUB24

Atrium Risk Targeted Portfolios on CFS First Wrap Plus

 

The Atrium Evolution Series – Diversified Fund

The Atrium Evolution Series – Diversified Fund combines the best of Atrium’s investment experience and process to deliver the optimal set of unconstrained, multi-asset diversified solutions. The Fund comprises of three investment options managed using Atrium’s Risk Targeted investment approach.

Investment objective

Atrium Evolution Series – Diversified Fund AEF 5

To maximise returns while managing volatility below a predetermined upper risk limit of 5%.

Atrium Evolution Series – Diversified Fund AEF 7

To maximise returns while managing volatility within a predetermined upper risk limit of 7%.

Atrium Evolution Series – Diversified Fund AEF 9

To maximise returns while managing volatility within a predetermined upper risk limit of 9%.

Investment strategy

Our multi-asset diversified funds bring together best-in-class investment managers from around the world with a globally diversified mix of assets and Atrium’s unique Risk Targeted investment approach. That helps advisers and their clients maximise the benefits of diversification – reducing risk, smoothing out returns and creating more predictable investment outcomes. Clients can choose from the AEF5, AEF7 and AEF9 each with its own pre-defined risk limit. These strategies give advisers and their clients the ability to choose an explicit level of portfolio risk.

Atrium Managed Accounts

MAPS Risk Targeted Portfolios on HUB24

The MAPS Risk Targeted Portfolios bring together the best of Atrium’s investment experience and process to deliver a suite of market leading multi-asset portfolios with the flexibility and transparency of a managed account. Investors can choose from three portfolios managed to three different upper risk limits.

Investment objective

MAPS Risk Targeted Moderately Conservative Portfolio

To maximise returns within the constraint of ensuring that portfolio risk, or volatility, does not exceed 5% over the investment time horizon

MAPS Risk Targeted Balanced Portfolio

To maximise returns within the constraint of ensuring that portfolio risk, or volatility, does not exceed 7% over the investment time horizon

MAPS Risk Targeted Growth Portfolio

To maximise returns within the constraint of ensuring that portfolio risk, or volatility, does not exceed 9% over the investment time horizon

Investment strategy

Our MAPS Risk Targeted Portfolios enable advisers and their clients to access truly diversified multi-asset investment solutions, while benefitting from the choice and administrative efficiency of a managed account.

Our risk-driven portfolio construction philosophy and active management help to maximise returns and reduce risks by responding rapidly to changing asset valuations and investment cycles, without locking investors into a standardised asset allocation. Clients can choose from moderately conservative, balanced and growth strategies, each with its own pre-defined risk limit.

MAPS Diversified Opportunities Portfolios on HUB24

The MAPS Diversified Opportunities Portfolios combine Atrium’s deep asset management experience and proven investment process to deliver on a growth and income objective while still staying true to our risk focused investment philosophy. Clients can choose between balanced and growth strategies, actively managed to enhance both risk management and return maximisation.

Investment objective

MAPS Diversified Opportunities Balanced Portfolio

To provide long term returns through a mix of capital growth and regular income with a medium to high level of portfolio volatility.

MAPS Diversified Opportunities Growth Portfolio

To provide long term returns predominantly through capital growth with a high level of portfolio volatility.

Investment strategy

The MAPS Diversified Opportunities Portfolios incorporate world-class active managers across a diversified mix of growth, diversifying and preserving assets, including direct exposure to listed Australian shares, along with exposure to global shares, rates and credit securities, and liquid alternatives through managed funds.

Using MAPS on the HUB24 platform, these portfolios are delivered with all the benefits of a fully featured managed account structure, providing transparency, flexibility and a fully outsourced investment management solution.

Atrium Risk Targeted Portfolios on CFS First Wrap Plus

The Atrium Risk Targeted Portfolios combine the best of Atrium’s market leading multi-asset solutions with the features of Colonial First State’s Managed Accounts on First Wrap Plus.

Investment objective

Atrium Risk Targeted Moderate 5

To outperform the RBA Cash Rate by 2.5% p.a. (after fees) over 3 years.

Atrium Risk Targeted Balanced 7

To outperform the RBA Cash Rate by 3.5% p.a. (after fees) over 3 to 5 years.

Atrium Risk Targeted Growth 9

To outperform the RBA Cash Rate by 4.5% p.a. (after fees) over 5 to 7 years.

Investment strategy

Our Risk Targeted Portfolios on CFS First Wrap Plus give clients access to best-in-class managers and strategies in actively managed portfolios that seek to deliver more consistent return outcomes while managing volatility. Clients can choose from moderate, balanced and growth strategies, each with its own pre-defined upper risk limit, combined with the flexibility and transparency of a single managed account, simplifying reporting and administration.

Please contact us for more information or speak with your Financial Adviser on choosing a solution aligned with your investment goals.

Important Information

The information in this website is intended to be general information only and has been prepared without taking into account your objectives, financial situation or needs. You should obtain and consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about whether to acquire or continue to hold any financial product. Copies of the relevant PDS and TMD are available on our website www.atriuminvest.com.au, or can be obtained from your financial adviser or our Client Investment Services team at investors@atriuminvest.com.au. Past performance is not an indication of future performance.

© 2021 Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338634). All rights reserved.

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