Sunday, 01 August 2010

Process

We aim to invest in assets that:

  1. are difficult to source for less connected and skilled money managers,
  2. are in niche areas and have either been neglected or are undervalued,
  3. require specialist management skills and systems,
  4. that can still be economically managed at lower investment volumes because we have an efficient infrastructure structure at our disposal.

We expect to cap the majority of the asset categories at a maximum FUM (funds under management) of AUD $500 million to ensure the interests of investors can be closely managed.

The process is briefly displayed here.

1

Each asset class has risk management and asset selection processes specifically designed in consideration of the unique characteristics of the asset type.

Special Investor Benefit

Feature

Choice

Investors can select the level of income and capital protection

Tailoring

Investors can chose from the set fund allocations or select a combination. Tailoring is fee free.

Commitment

Management invests alongside you and does not receive any income for their services until you have been paid

We believe AusAssured is a unique offering in Australia.