Drummond Capital Partners are the investment manager of the Partners Strategic Series Portfolios, offered exclusively to Invest Blue clients.
About UsPartners PortfoliosPortfolio InsightsDrummond 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.
At Drummond, we believe in the power of asset allocation as academic evidence shows this is the primary driver of long term returns. We invest considerable time and resources into both strategic and tactical asset allocation which combined with our proprietary manager research deliver high quality, risk aware portfolios.
The Drummond Investment Philosophy is centred around the belief that markets are not always efficient in the short term. By minimising potential for losses in weak periods, we believe the compounded growth will be superior over time, creating a better investment journey.
We believe in active management both at a portfolio level (tactical asset allocation) and within the asset classes, seeking to identify which sub-sectors have persistent opportunities for outperformance (alpha) and seeking to find those managers best positioned to generate alpha over time.
The benchmark for this portfolio is the FE AMI Mixed Asset Moderate Peer Group. Investors should consider the investment horizon to be at least 3 years. In general, the portfolio will have a long-term average exposure of around 70% to defensive assets (including fixed interest and cash) and 30% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Balanced Peer Group. Investors should consider the investment horizon to be at least 5 years. In general, the portfolio will have a long-term average exposure of around 50% to defensive assets (including fixed interest and cash) and 50% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Growth Peer Group. Investors should consider the investment horizon to be at least 7 years. In general, the portfolio will have a long-term average exposure of around 30% to defensive assets (including fixed interest and cash) and 70% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Aggressive Peer Group. Investors should consider the investment horizon to beat least 9 years. In general, the portfolio will have a long-term average exposure of around 10% to defensive assets (including fixed interest and cash) and 90% to growth assets (including shares, property, infrastructure, and alternatives). However, these allocations will be actively managed within the allowable ranges depending on market conditions.
The benchmark for this portfolio is the FE AMI Mixed Asset Aggressive Peer Group. This portfolio is a diversified, unconstrained high growth strategy and includes exposure to leveraged strategies. As such it is only suitable for those investors with a very long time horizon who are willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares and hedge funds.
Listen to our investment team’s discussion of how markets are performing, our investment outlook and portfolio positioning.
Hear our research analysts discuss fund managers held in your portfolio and provide insight into why we invest with them.
Understand more about the companies that you invest in through the portfolio.
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. In this month’s Market Insight, we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously.
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. In this month’s Market Insight, we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously.
Australia's economic performance has deteriorated since mid-2022. Strong population growth is papering over the cracks, but the average household is still going backwards. In this month’s Market Insight, we provide an update on the Australian economy and review whether our equity market is still as attractive as it was previously.
The forthcoming election in the US looks to be close. Historically, it hasn’t really mattered for markets or the economy which party has been elected to power in the US. Other factors have been the major cause of memorable financial events. With that in mind, in this month’s Market Insight, we review the upcoming US election, and what it means for the economy and markets. Perhaps this time will be different?
The forthcoming election in the US looks to be close. Historically, it hasn’t really mattered for markets or the economy which party has been elected to power in the US. Other factors have been the major cause of memorable financial events. With that in mind, in this month’s Market Insight, we review the upcoming US election, and what it means for the economy and markets. Perhaps this time will be different?
While most major economies are attempting (with varying degrees of effort) to lower net carbon emissions, global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the rise of electric vehicles and demand for cloud computing power in data centres. In this month’s Market Insight, we investigate the impact these trends will have on the global economy and markets.
While most major economies are attempting (with varying degrees of effort) to lower net carbon emissions, global electricity demand is expected to continue to rise in the decades ahead, driven by emerging markets trending towards developed market status, the rise of electric vehicles and demand for cloud computing power in data centres. In this month’s Market Insight, we investigate the impact these trends will have on the global economy and markets.
US economic growth has shown remarkable resilience and the US economy ranks first, second and third place in terms of importance for global markets. Based on higher frequency data and some leading indicators, there doesn’t seem to be an imminent risk of a recession in the US in the near term. In this month’s Market Insight, we provide an update on our outlook for the year ahead and some of the portfolio changes which have occurred recently.
US economic growth has shown remarkable resilience and the US economy ranks first, second and third place in terms of importance for global markets. Based on higher frequency data and some leading indicators, there doesn’t seem to be an imminent risk of a recession in the US in the near term. In this month’s Market Insight, we provide an update on our outlook for the year ahead and some of the portfolio changes which have occurred recently.
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Drummond Capital Partners Pty Ltd ACN 622 660 182, AFSL 534213, is the Investment Manager of the Partners Portfolios.
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