We are asset allocation specialists, focused on delivering high quality, risk aware, global multi-asset portfolios driven by our own proprietary research. As active investors, we act according to the portfolio mandate and market opportunity, rather than scheduled review cycles. Markets do not adhere to a calendar, and nor do we.
We seek to form deep partnerships with our clients, becoming an extension of their business and continually seeking to innovate and evolve our service. Our consultative process involves a deep dive into your practice structure, service proposition, and investment philosophy. Through this process we will assist you to develop an investment offering that enhances the service you provide your clients as well as improving investment outcomes. Our alignment and implementation support has seen our advice practice partners successfully convert over 80% of their client base, delivering on the efficiency benefits of managed accounts.
The added benefit of managed accounts is the increased transparency and client engagement it can provide. We deliver on this through extensive real time reporting, connecting real world data to individual portfolio outcomes. Our white label service and marketing strategies help our advice practice clients provide enhanced, proactive communications to elevate their client offering.
Our investment process is separated into four proprietary elements, developed using our combined +80 years of asset management experience in order to provide robust, diversified portfolios for our clients.
In the following section we provide a brief overview of each step within our investment process.
The assets you invest in drive the majority of portfolio returns over the long term. Our strategic asset allocation is developed via an iterative, multi-stage process anchored around two key processes:
Over shorter time horizons, opportunity exists to improve investor returns through active management by:
Manager selection is more nuanced than purely focusing on the best people and process on paper. We believe manager selection is a key area of alpha generation.
Our quantitative tools construct the optimal asset mix based on the specific risk and return objectives of each portfolio while our qualitative insight overlays this output with the experience of the investment team.
The portfolio has a dual objective of generating CPI +4% p.a. over the cycle whilst maintaining a strong focus on downside risk management. To achieve this dual objective, the portfolio has a flexible asset allocation strategy. This enables us to take advantage of opportunities as they arise, participating in the long-term growth of equities when times are good and conversely protecting capital by moving to defensive assets during negative periods.
The strategy may be suitable for investors who have accumulated wealth and want to protect it against inflation whilst earning a healthy yield well in excess of cash.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance Numbers greater than 1 year are annualised. Peers represent a composite of Institutional real return funds. Inception date is 31/3/2018.. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the DDP model portfolio within BT Panorama and as such may vary over time and vary by individual client.
These portfolios are designed for investors and their advisers who, having determined their investment objectives, are seeking a professionally managed and highly diversified global multi-asset solution.
The Strategic Series combines the four pillars of Drummond’s investment process into clearly defined portfolio mandates:
This portfolio has a neutral exposure to growth assets of 30% and is suitable for investors with a moderate tolerance to risk and a focus on regular income. The majority of assets are defensive such as government bonds, corporate debt and high interest cash products.
Source: Drummond Capital Partners, BT Panorama, Refinitiv., FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset moderate funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 50%. It is suitable for investors with a balanced tolerance to risk, seeking less volatile returns and regular income. The portfolio is highly diversified across equities, property, government bonds, corporate debt and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset balanced funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 70%. It is suitable for investors willing to tolerate greater levels of volatility in order to achieve higher growth over the long term. The portfolio combines a large exposure to Australian and international equities with other growth asset classes such as real estate and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset growth funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio has a neutral exposure to growth assets of 90%. With a fully invested growth allocation it is only suitable for those investors willing to accept significant volatility. The portfolio combines a significantly large exposure to Australian and international equities with other growth asset classes such as real estate and alternatives.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/11/2019. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
This portfolio is a fully invested portfolio that does not utilise our tactical overlay. With a fully invested growth asset allocation, it is only suitable for those investors willing to accept significant volatility. The portfolio is comprised predominantly of Australian and International shares.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/12/2021. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
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.
Source: Drummond Capital Partners, BT Panorama, Refinitiv, FE FundInfo
Past performance is not indicative of future performance. Returns greater than one year are annualised. Peers represent a composite of Institutional multi-asset aggressive funds. Inception date is 1/12/2021. The returns shown are net of fund manager fees but gross of model management fees. They are calculated from the model portfolio within BT Panorama and as such may vary over time and vary by individual client.
Drummond focuses on managed accounts for the delivery of its investment solutions. Each element of our process is refined for implementation within a managed account framework resulting in a considered and consistent outcome for all our clients. Managed accounts enable us to deliver an institutional quality investment process that would normally be confined to pooled funds under a personalised structure whereby our clients retain control, transparency and tax efficiency.
The financial advice industry is undergoing significant structural changes and as standards rise, so to does the need for specialisation. Advisors and their clients are now recognising the need to partner with specialist asset managers such as Drummond. Doing so increases their focus on the increasingly complex advice requirements of superannuation and retirement planning as well as the ever changing regulatory environment. A recent Investment Trends survey of advisors who had adopted a managed account solution found that on average they spend 12 hours less per week on investment administration such as preparing RoAs and following up signatures. These 12 hours are then available for client related activity and business growth.
In addition to the efficiency benefits of managed accounts, there are numerous benefits of the Drummond Capital Partners service:
Drummond’s portfolios and investment service can be delivered as a turn-key solution using our brand or under a white labelled arrangement. There are two main types of managed accounts which our clients can access:
MDAs are delivered via an Investment Program as part of a Statement of Advice. They require an MDA Operator which may be the AFSL Dealer Group or a specialist MDA Operator.
SMAs are delivered via a Product Disclosure Statement (PDS) issued by the Responsible Entity (RE) of an investment platform.
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