We offer a comprehensive suite of global multi-asset investment solutions delivered through managed accounts. This includes risk-based portfolios, low-cost ETF portfolios, goals-based strategies and tailored solutions for specific client needs. These portfolios are supported by institutional asset allocation, market insights and a range of adviser resources designed to help firms deliver strong investment outcomes and client experiences.
We recognise that everyone's investment journey is different, and we can't rely on the past as a guide to the future. As such, we seek to actively manage our portfolios within a disciplined and conservative framework to minimise risk and deliver on client objectives over the long-term. We believe everyone wants to benefit when markets are strong and protect their capital when they are not.
Our investment philosophy is centred around four key beliefs.
We believe in active management both at a portfolio level (tactical asset allocation) and within the underlying asset classes, seeking to identify which sub-sectors have persistent opportunities for outperformance and those managers best positioned to capture this. This requires the mandate flexibility to act with discretion and experienced investment decision makers to oversee the process.
Often the biggest risks are not easily observed. These not only include investment risks but liquidity, counterparty and operational risks. We undertake significant proprietary research into economies, asset classes and underlying investments to build robust, risk aware portfolios.
Given markets are not efficient in the short term, we believe portfolios should be constructed to reflect this uncertainty by being built with high quality investments that provide diversity across asset class, geography, and underlying managers.
Our business is structured with the strongest alignment of interests. We are 100% owned by the investment team and all members are invested in the portfolios alongside our clients.
Our investment process is separated into four proprietary elements, developed using our combined +80 years of asset management experience in order to provide robust, diversified portfolios for our clients.
In the following section we provide a brief overview of each step within our investment process.
The assets you invest in drive the majority of portfolio returns over the long term. Our strategic asset allocation is developed via an iterative, multi-stage process anchored around two key processes:
Over shorter time horizons, opportunity exists to improve investor returns through active management by:
Manager selection is more nuanced than purely focusing on the best people and process on paper. We believe manager selection is a key area of alpha generation.
Our quantitative tools construct the optimal asset mix based on the specific risk and return objectives of each portfolio while our qualitative insight overlays this output with the experience of the investment team.
With a heritage in advice and active investment management, we apply our full capabilities in partnering with firms to create a tailored solution within a robust framework built on philosophy alignment, client needs and portfolio preferences.
Through deep collaboration with our clients, we seek to provide a scalable solution that leverages our investment expertise and scale to deliver cost effective solutions with strong investment outcomes that enhances client engagement through a holistic communications program.
Practices can also layer in the full breadth of our solutions to complimenttheir tailored needs as desired.
These portfolios are designed for investors and their advisers who, having determined their investment objectives, are seeking a professionally managed and highly diversified global multi-asset solution.
The Strategic Series combines the four pillars of Drummond’s investment process into clearly defined portfolio mandates:
This portfolio has a neutral exposure to growth assets of 30% and is suitable for investors with a moderate tolerance to risk and a focus on regular income. The majority of assets are defensive such as government bonds, corporate debt and high interest cash products.
Source: Drummond Capital Partners, BT Panorama, Refinitiv., FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset moderate funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 50%. It is suitable for investors with a balanced tolerance to risk, seeking less volatile returns and regular income. The portfolio is highly diversified across equities, property, government bonds, corporate debt and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset balanced funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 70%. It is suitable for investors willing to tolerate greater levels of volatility in order to achieve higher growth over the long term. The portfolio combines a large exposure to Australian and international equities with other growth asset classes such as real estate and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset growth funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 90%. With a fully invested growth allocation it is only suitable for those investors willing to accept significant volatility. The portfolio combines a significantly large exposure to Australian and international equities with other growth asset classes such as real estate and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio is a fully invested portfolio that does not utilise our tactical overlay. With a fully invested growth asset allocation, it is only suitable for those investors willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/12/2021. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio is a diversified, unconstrained high growth strategy and includes exposure to leveraged strategies. As such it is only suitable for those investors with a very long time horizon who are willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares and hedge funds.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/12/2021. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
These portfolios are designed for investors and their advisers who, having determined their investment objectives, are seeking a low cost but professionally managed and diversified global multi-asset solution.
The ETF Series combines Drummond's strategic and tactical asset allocation processes into clearly defined portfolio mandates:
This portfolio has a dual objective of generating returns above CPI over the cycle whilst maintaining a strong focus on downside risk management. To achieve this dual objective, the portfolio has a flexible asset allocation strategy. This enables us to take advantage of opportunities as they arise, participating in the long-term growth of equities when times are good and conversely protecting capital by moving to defensive assets during negative periods.
Source: Drummond Capital Partners, BT Panorama, Refinitiv., FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset moderate funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 50%. It is suitable for investors with a balanced tolerance to risk, seeking less volatile returns and regular income. The portfolio is highly diversified across equities, property, government bonds and corporate debt.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset balanced funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 70%. It is suitable for investors willing to tolerate greater levels of volatility in order to achieve higher growth over the long term. The portfolio combines a large exposure to Australian and international equities with other growth asset classes such as real estate.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset growth funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 90%. With a fully invested growth allocation it is only suitable for those investors willing to accept significant volatility. The portfolio combines a significantly large exposure to Australian and international equities with other growth asset classes such as real estate.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio is a fully invested portfolio that does not utilise our tactical overlay. With a fully invested growth asset allocation, it is only suitable for those investors willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/12/2021. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
The portfolio has a dual objective of generating CPI +4% p.a. over the cycle whilst maintaining a strong focus on downside risk management. To achieve this dual objective, the portfolio has a flexible asset allocation strategy. This enables us to take advantage of opportunities as they arise, participating in the long-term growth of equities when times are good and conversely protecting capital by moving to defensive assets during negative periods.
The strategy may be suitable for investors who have accumulated wealth and want to protect it against inflation whilst earning a healthy yield well in excess of cash.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance Numbers greater than 1 year are annualised. Peers represent a composite of Institutional real return funds. Inception date is 31/3/2018.. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the DDP model portfolio within BT Panorama and as such may vary over time and vary by individual client.
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