The Blackmore Capital Blended Australian Equities Portfolio (SMA) has been issued a “4IP” rating by Research IP, with a score of 3.74/5.
The portfolio seeks to deliver long term growth in both capital and income by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the S&P/ASX 200 Accumulation index benchmark.
What is the Fund’s competitive advantage?
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Research IP says
“This Fund would fit into the growth component of a diversified portfolio. The profile of the Fund would be suitable for investors with a higher risk profile. Investors should be aware that this type of Fund may experience significant periods of negative returns. Therefore, an investor should have an investment timeframe of at least five years. This Fund is for investors looking for a Manager with strong bottom-up fundamental analysis. Their approach is somewhat hybrid given the Manager overlays macroeconomic risks in their investment process.“
“The depth of experience in the Australian equities space that Bogdan and Colquhoun have gained over 26+ years is a real value add. The knowledge gained through different market cycles and their understanding of specific companies within the Australian equity market will put them in good stead to assess relative value as markets move forward.“
“The ability to outperform is reliant on the Manager’s stock-picking skills and sector allocation. Since inception data on the Fund indicates that the Manager is true to label in regard to being benchmark agnostic. The Manager believes it’s focus on balance sheet strength is the key to delivering superior risk adjusted returns.“
“The Manager has a nuanced, pragmatic, and long-term view on ESG and responsible investing. This is a constantly evolving space in the investment industry. Research IP believes the Manager is well placed to assess developments that will uncover value for investors over time.”
Research IP, 5 March 2021
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations in this video are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute personalised financial advice. This document should not be relied upon as a substitute for financial advice from your authorised financial adviser.
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