Meet the investment managers

Betashares SMAs are a cost-effective solution for advisers seeking advice practice efficiencies. Embedded in the investment process are numerous points of differentiation and value. The service offering includes comprehensive reporting, a dedicated support team and market leading practice management services.

BlackRock is a global investment manager that has served the Australian market for over three decades, with a commitment to helping more people achieve financial wellbeing. As a long-standing partner to wealth organisations and financial advisers, BlackRock delivers investment solutions, thought leadership and tools to help clients build resilient portfolios.

DNR Capital is an Australian investment manager that offers a differentiated suite of investment strategies, each building upon the core investment philosophy of investing in concentrated portfolios of quality companies which are well placed to deliver investment returns through economic cycles. This quality investment philosophy has remained unchanged since inception in 2001.

Drummond Capital Partners are a multi-asset investment manager providing institutional grade portfolio management under the transparent and efficient managed account structure. The firm was established in Melbourne in 2017 and is owned and managed by the investment team that has a combined 100+ years of investment experience.

Elston is one of Australia’s largest providers of managed account solutions with a proven track record in both SMA and IMAs. Our investment solutions include a direct Australian Equities SMA through to full risk based multi-asset class SMAs.

Lonsec Group is a pivotal force in Australia’s financial advice and investment industry, offering a diverse range of managed accounts with research-backed investment ideas, incorporating dynamic asset allocation and active investment selection, underpinned by four key beliefs: dynamic management, high-quality assets, risk management and diversification.

Pendal employs a bottom up, fundamental approach to build a diversified portfolio of Australian shares, where the majority of active risk and outperformance is driven by stock selection. The portfolio will focus primarily on capital growth.

Perennial Partners’ strategy aims to provide investors with an attractive, tax effective, monthly income stream, as well as long-term capital growth. It invests in a diversified portfolio of high quality, financially sound Australian companies which Perennial Value believes have sustainable operations and the ability to provide an attractive level of dividends.

Zenith Investment Partners is a leading investment research and portfolio solutions provider with a 20-year track record of delivering premium, tailored solutions for financial advisers and their clients. Zenith’s portfolios are powered by its leading internal capabilities in asset allocation, strategy selection and investment research.

Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Zurich Investments appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Australian Property Securities portfolio.