Investment solutions

Alternatives

Investment Solutions

Brendan Paul
“ Alternative investment strategies can be powerful diversifiers, helping to create positive returns across the investment cycle – even when shares and other assets may be flat or falling.
”

Brendan Paul
Senior Portfolio Manager

We look beyond share and bond markets to uncover attractive liquid alternative strategies, delivering consistent returns not linked to traditional markets. These strategies when actively managed, offer an important source of return and diversification of portfolio risk.

Alternative portfolios provide clients an exposure to a diverse selection of high-quality liquid alternative strategies, overseen by some of the world’s best-in-class alternative investment managers.

They include investments in areas like currencies, agriculture, metals and other commodities, together with more specialised strategies like long-short or market neutral equities trading. Every investment has been analysed to ensure it is genuinely liquid – helping us move quickly to capitalise on new opportunities and avoid emerging risks.

Harnessing our global research expertise and partnering with some of the foremost research experts, we have sourced a selection of leading alternative investment managers, blended to provide diversification across asset types, markets, management styles, and alternative strategies.

By bringing them together in a single portfolio, these strategies can help our clients better manage volatility as alternatives can act as a buffer when traditional asset markets are under pressure.  The true benefit comes when including alternatives into a portfolio as a diversifier away from equity market and interest rate risk, maximising the opportunity to generate positive returns over the appropriate time horizon.

MAPS Alternatives Portfolio

Investment objective

To deliver positive absolute returns through a diversified portfolio of alternative investment strategies.

Investment strategy

The Portfolio invests across a range of leading alternative investment managers who use a variety of global quantitative and qualitative investment strategies. The underlying investment managers seek out attractive opportunities across a diverse suite of asset classes, including currencies, commodities, and specialised strategies in equity and fixed interest markets.

This strategy falls into the category of ‘Diversifiers’ as it provides exposure to assets not linked to traditional market returns and risk.

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

Important Information

This information has been prepared and issued by Atrium Investment Management Pty Ltd (ABN 17 137 088 745, AFSL 338 634) (Atrium) as the investment manager of the Marketing Name: Atrium Evolution Risk Targeted Fund. Registered Name: Atrium Evolution Series – Diversified Fund (ARSN151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS) and the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA).

The information is general information only and is not intended to provide you with financial advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website atriuminvest.com.au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. his information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) is the Responsible Entity (RE) of the Atrium Evolution Series – Diversified Fund (ARSN 151 191 776), Integrated Managed Account Portfolio Service (ARSN 627 688 402) (MAPS), Atrium Enhanced Fixed Income Fund (ARSN 616 127112) and Atrium Alternatives Fund (ARSN 616 126 982). Investors should consider the PDS and TMD (available from Atrium’s website) before making any investment decisions.

Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468 ) is the Responsible Entity (RE) of the Colonial First State Separately Managed Account (ARSN 618 390 051) (CFS SMA). Atrium is the portfolio manager of each of the aforementioned portfolios. Investors should consider the relevant offering document (Product Disclosure Statement (PDS) or Information Memorandum (IM) as appropriate), Target Market Determination (TMD) and other relevant information available from Atrium before making any investment decision. Investments in the CFS SMA are only available on CFS Edge. Investors should consider the PDS and TMD before making any investment decisions. Applications for a portfolio in the CFS SMA can only be made pursuant to the application form attached to the relevant PDS or Investor Directed Portfolio Service (IDPS) guide (CFS SMA Offer Documents). Please refer to the CFS SMA Offer Documents for important information concerning an investment in the CFS SMA.

You can only invest in MAPS through HUB24 Invest, an IDPS operated and administered by HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL239122) (HUB24 Custodial Services), or through HUB24 Super, a super investment service offered through the HUB24 Super Fund (ABN 60 910 190 523, RSER1074659, USI 60 910 190 523 001) (‘Nominated Platform’ means either HUB24 Invest or HUB24 Super). HUB24 Custodial Services is the promoter of theHUB24 Super Fund and provides a range of services to the HUB24 Super Fund. Investors should consider the MAPS PDS and TMD (available from the Nominated Platform’s and Atrium’s website) before making any investment decision. Please refer to the disclosure documents for your Nominated Platform(available from your financial adviser or your Nominated Platform) together with the PDS for important information concerning an investment in MAPS.

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