Over 30 years experience investing in Australian and global shares.
Communicate your goals directly to the portfolio manager.
Title for all cash and shares stay with the client, and can be monitored anytime via the online client portal.
Our portfolio managers come with a range of industry experience and utilise the latest research and global insights when making investment decisions.
Investment outcomes to suit your goals
Unlike traditional managed funds that pool funds for investment, an individually managed account provides greater flexibility, the ability to time the buying and selling of shares to suit tax planning and no entry or exit costs.
Why Choose Us?
At Belvedere, we truly understand and appreciate the trust being afforded to us by our clients when they make the decision to have us manage their investment portfolio.
This trust is never taken for granted and when making investment decisions, our close knit team apply their decades of experience when analyising the latest research and global economic data, to ensure that our clients take on only the level of risk they are comfortable with.
Proven Track Record of Outperformance
- Belvedere IMA
- ASX200 Accumulation Index
Net of fees, Belvedere’s funds under management outperformed the ASX200 Accumulation Index by 7.92%. This can be attributed to a conservative and patient approach when adding investments to portfolios and the superior liquidity and flexibility that can be achieved through individually managed accounts in comparison to traditional managed funds.
Download a copy of the yearly breakdown and the independent review report.
Belvedere in the media
Our experienced portfolio managers appear regularly as guest experts on Sky News Business.
Here’s what some of our clients have said
Frequently asked Questions
What is an individually managed account?
Like a managed fund, an individually managed account (IMA) is a professionally managed equities investment portfolio however, an IMA can be tailored to suit the specific investment strategy required. Typically this structure is more flexible and nimble. There are also no transaction costs associated with setting up the account, or moving it to another manager.
Who's title is the cash and shares held in?
The shares and cash are both held in the name of the investor, whether that be an individual, self-managed superannuation fund, company or foundation.
Can I transfer my existing portfolio?
Yes. Belvedere can be appointed to manage your portfolio and you need not incur any fees, or trigger capital gains by selling down your existing portfolio. We are often engaged to re-structure under-performing portfolios or re-balance to mitigate risk while aiming to manage transaction costs and tax exposure.
Request a Call Back
Would you like to speak to one of our portfolio managers? Just submit your details and we’ll be in touch shortly. You can also phone David on 0419 395 575.