Investment solutions
Diversified Strategies
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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
- Diversified Fund AEF 5
- Diversified Fund AEF 7
- Diversified Fund AEF 9
- Diversified Fund AEF 7 P
- Diversified Fund AEF 9 P
Atrium Managed Accounts
- 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 portfolios managed using Atrium’s Risk Targeted investment approach.
Investment objective
AEF5
Atrium Evolution Series – Diversified Fund
To maximise returns while managing volatility below a predetermined upper risk limit of 5%.
AEF7 & AEF7 P
Atrium Evolution Series – Diversified Fund
To maximise returns while managing volatility within a predetermined upper risk limit of 7%.
AEF9 & AEF9 P
Atrium Evolution Series – Diversified Fund
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, AEF7 P, AEF9 and AEF9 P 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.
and grow capital during periods of market volatility.
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 rolling 3-year time periods.
MAPS Risk Targeted Balanced Portfolio
To maximise returns within the constraint of ensuring that portfolio risk, or volatility, does not exceed 7% over rolling 3-year time periods.
MAPS Risk Targeted Growth Portfolio
To maximise returns within the constraint of ensuring that portfolio risk, or volatility, does not exceed 9% over rolling 3-year time periods.
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 seek to maximise returns while managing portfolio volatility such that it does not exceed the Upper Risk Limit of 5% p.a. over rolling three (3) year time periods.
Atrium Risk Targeted Balanced 7
To seek to maximise returns while managing portfolio volatility such that it does not exceed the Upper Risk Limit of 7% p.a. over rolling three (3) year time periods.
Atrium Risk Targeted Growth 9
To seek to maximise returns while managing portfolio volatility such that it does not exceed the Upper Risk Limit of 9% p.a. over rolling three (3) year time periods.
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.
