Professional Portfolio Service
A Professional Portfolio Service that offers
clients direct ownership of a customised portfolio of investments
that is actively managed by specialist fund managers
Why use Managed Accounts?
- Comprehensive, flexible and efficient tax
reporting available online 24/7
- Administration time is greatly reduced and your income and
business value will increase
- Client returns are more consistent and
portfolio reviews are easier
- Investment choice and visibility with a
simple and transparent fee structure
Why use Austock Asset Management?
- A specialist, small, adaptable fund manager
whose sole focus is investment management and client service
- An active investment management business
specialising in managing equity, high yield, fixed interest and
cash portfolios. Founded in 1996
- Institutional grade and rated investment
team, with over 10 years experience on average in portfolio
management
Portfolio Features:
- 3 Investment Options to choose from to meet
clients’ investment objectives
- Diversified Income Portfolio: aims to
outperform the UBS Composite Bond index by 2% p.a. over 3 years
- Australian Share Growth Portfolio: aims
to outperform the S&P/ASX 200 Accumulation index by 2% p.a.
over 3 years
- Australian Share Income Portfolio: aims
to grow dividend income faster than the rate of inflation
- All these portfolios are well diversified,
low turnover and provide regular income
- Strict quantitative screen used across all
portfolios to remove key man risk and emotion from the investment
process
- Quantitative screen inputs focus on
conservative investment fundamentals – i.e. dividend yield, cash
flow, book value, sales and dispersion between revenue and earnings
growth
Professional Portfolio Service 2 Page
Flyer
Professional Portfolio
Service Brochure
For further information on the benefits of the Professional
Portfolio Service speak with your financial adviser or call Austock
on 1800 806 362. |