Atrium Evolution Series Diversified Fund AEF 9 Units
About this Fund
|FUND MANAGER||Atrium Investment Management|
|INVESTMENT STYLE||The Fund is diversified across investments in equities, interest rates and credit, liquid alternatives, currencies, and private markets (including real assets).|
|INVESTMENT PROFILE||The Fund aims to outperform the RBA Cash Rate by 4.5% p.a. (after fees) over 5 to 7 years.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||RBA Cash Rate|
|FUND SIZE||RBA Cash Rate|
|NO. OF HOLDINGS|
Benefits of investing in the Atrium Evolution Series Diversified Fund
Some of the benefits that may arise from an investment in the Fund include:
|RISK LEVEL||Medium to High|
If you are considering an investment in the Fund, you are also strongly advised to consider whether the Units are a suitable investment having regard to your personal objectives, financial situation and needs and the level of risk that you are prepared to accept. This may be influenced by:
About the Atrium Evolution Series Diversified Fund
The Atrium Evolution Series - Diversified Fund consists of a series of portfolios (AEF 5, AEF 7 & AEF 9) that are managed across three corresponding upper risk limits. These portfolios seek to provide investors with a more consistent return outcome than the traditional industry approach to investment.
Atrium's investment philosophy rests on the following three tenets:
The investment objective for each of the Portfolios is to seek to maximise returns while remaining within a predetermined upper risk limit. Risk is often synonymous with higher volatility of investment returns. To compensate for higher volatility of returns, an expectation of higher levels of returns over time are anticipated.
About Atrium Investment Management
Atrium Investment Management is a specialist manager of diversified portfolios and provides multi asset solutions for financial advisers, charities, institutions and high net-worth clients. The firm was established with a passion for providing leading investment solutions that are designed to meet the specific needs of clients. Atrium has an emphasis on managing the risk in portfolios in order to deliver consistent investment outcomes.
How we invest your money
The Portfolios are designed to be multi-asset and diversified across various asset classes, including equities, rates and credit (such as cash and fixed income), liquid alternatives, currencies and private markets (including real assets). The Portfolios may be invested directly and through Underlying Managed Investments managed by external managers or by Atrium. The types of underlying investments and asset allocation ranges are at the discretion of the Investment Manager and may change over time.
Our approach is to invest in a diverse range of assets across different risk types. These risks broadly fall into three categories - Preservers, Growth Drivers and Diversifiers.
Each asset is included in the portfolio for its ability to contribute to returns on a stand- alone basis.
The different Portfolios each have a different upper level of risk that is permitted. While capital preservation and consistency of returns is always a focus across all the Portfolios, the higher level of risks taken in the portfolio will result in higher levels of volatility of each Portfolio. A higher level of risk in a Portfolio may be achieved quite simply by holding a greater weight in riskier investments. For example, a larger allocation to equities (as a higher risk investment) in AEF 9 compared to AEF 5 would typically result in the portfolio being riskier. In order for investors to be compensated for exposure to higher risk assets, a higher level of return is expected from those investments. However, this also means a longer time horizon becomes appropriate to ensure that the investment objectives are able to be met.
For current approximate asset allocations, refer to the Monthly Update for each Fund, which can be found on the product website.