Investment solutions

Diversified Strategies

Investment Solutions

Glen Foster
“ 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
Senior Portfolio Manager, Head of Risk

Diversified Strategies

Atrium’s diversified strategies are designed to give investors the confidence to stay invested through market cycles.

Our diversified strategies are built on a single investment platform: a global research network, deep manager selection capability, and a disciplined approach to risk and asset allocation.

Within that platform, our strategies fall into two families, each designed for different investor needs. The Risk Targeted strategies are built around an explicitly managed level of portfolio risk. The Risk Aware Opportunities strategies are designed for investors with a longer investment horizon and the conviction to accept short-term volatility in pursuit of higher expected returns. Both draw on the same research capability, the same active asset allocation framework, and the same global manager universe.

Risk Targeted Strategies

Deliberate risk management for wealth that has taken a lifetime to build.

Our Risk Targeted strategies are the fullest expression of our investment philosophy. These portfolios are constructed around a specific objective: to deliver returns within an explicit volatility target.

How it works

Each portfolio is managed to an explicit volatility target. Risk is measured, monitored and managed at the whole-portfolio level. Wide asset class ranges allow us to skew towards the best risk-reward opportunities, while the integration of private markets and alternatives provides access to returns that are not solely dependent on rising share, property and bond markets.

What this delivers

The practical result is portfolios designed to draw down less during market dislocations, recover when conditions normalise, and provide investors with the confidence to remain invested when markets are volatile.

Who it suits

These strategies are particularly well-suited to investors where sequencing and longevity risks are real, who value the benefits of being genuinely diversified, and where a steady investment experience through volatile markets matters.

Risk Aware Opportunities Strategies

Risk Aware means risk management is a primary part of how these portfolios are built, even without a specific volatility target.

Our Risk Aware Opportunities strategies are designed for investors who have time on their side and the conviction to accept short-term volatility in pursuit of higher expected returns.

How it differs

These portfolios are built on the same investment platform as the Risk Targeted strategies. They access the same global research partnerships, the same valuation-driven asset allocation framework, and the same active, high-conviction approach to portfolio construction. The difference is deliberate. There is no explicit volatility target, and these portfolios maintain tighter asset allocation ranges, less exposure to alternatives and private markets, and higher use of passive investments. These strategies offer a lower-cost, more growth-oriented solution.

The trade-off

The trade-off is transparent. Investors in the Risk Aware Opportunities range will experience greater volatility in pursuit of growth, due to lower exposures to diversifying allocations and defensive overlays, and without the explicit volatility target that defines the Risk Targeted range.

Who it suits

These strategies suit investors who are building wealth over a longer investment horizon, and value the discipline of an institutional approach without the full risk-management architecture of the Risk Targeted range.

The Atrium Diversified Solutions include:

Risk Targeted Strategies

  • Atrium Evolution Risk Targeted AEF 5
  • Atrium Evolution Risk Targeted AEF 7
  • Atrium Evolution Risk Targeted AEF 7P
  • Atrium Evolution Risk Targeted AEF 9
  • Atrium Evolution Risk Targeted AEF 9P
  • MAPS Risk Targeted Portfolios on HUB24
  • Atrium Risk Targeted Portfolios on CFS

Risk Aware Opportunities Strategies

  • MAPS Balanced Opportunities on HUB24
  • MAPS Growth Opportunities on HUB24

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.

Search for