Lower Risk, Higher Return in the Long-term

Model Portfolios

Our portfolios include a Australian Equities portfolio and 4 risk profiled portfolios:

  • Aro Macro Australian Equities

  • Multi-asset Conservation Profile

  • Multi-asset Balanced Profile

  • Multi-asset Growth Profile

  • Income Profile

The Aro Macro Fund (Aro) is the core to our clients investments.

The long-term target objective is to return above 10%  p.a. over the long-term, while reducing the volatility of the portfolio value. The strategy utilises economic cycles, which should enhance returns and mitigate market downturns.

The portfolio is not benchmarked against any market index. It focuses on the correlation of the assets and fair value of the market, to reduce the portfolio risk to capital value.