Activam Group delivers strong FY24 returns

Activam Group has once again demonstrated its commitment to providing clients with exceptional investment outcomes. The actively managed Multi-Asset Series SMA Portfolios have consistently outperformed their benchmarks, delivering significant returns over the past financial year.

The High Growth portfolio, designed for investors seeking aggressive growth, achieved an impressive 15.1% return. The Balanced portfolio, targeting a blend of growth and income, delivered a substantial 13.2% return. Even the Moderate portfolio, suitable for investors with a moderate risk tolerance, surpassed expectations with a 10.9% return. These remarkable results are net of management fees, showcasing the effectiveness of Activam’s investment strategies.

• High Growth Portfolio: https://www.activam.com.au/insight/adviser-voice-activam-group-delivers-strong-fy24-returns
• Balanced Portfolio: https://www.activam.com.au/insight/adviser-voice-activam-group-delivers-strong-fy24-returns
• Moderate Portfolio: https://www.activam.com.au/insight/adviser-voice-activam-group-delivers-strong-fy24-returns

Robert Talevski, Managing Director of Activam Group, expressed his satisfaction with the company’s performance: “We are thrilled to continue our strong track record of delivering exceptional returns for our clients. Our commitment to supporting advice businesses in achieving outstanding client outcomes remains at the heart of our values.”

Tailored Investment Solutions

Activam Group offers a comprehensive suite of multi-asset investment portfolios, each carefully designed to meet the unique needs and preferences of individual investors. From Conservative to High Growth, the portfolios cater to a wide range of risk profiles, investment horizons, and growth objectives.

The Power of Asset Allocation

The recent divergence in asset class returns has highlighted the critical importance of a well-executed asset allocation strategy. At Activam, asset allocation is a cornerstone of their investment philosophy. By actively managing investments and capitalizing on opportunities across various asset classes, Activam Group is able to deliver consistent and sustainable returns.

A Proven Track Record

Activam Group’s success is underpinned by their rigorous manager selection process and unwavering focus on asset allocation. Their proven track record demonstrates their ability to generate outperformance while managing risk effectively.

Investing with Confidence

Investors can confidently choose from Activam’s Multi-Asset Series SMA Portfolios, knowing that they are backed by a team of experienced professionals dedicated to delivering exceptional results. These portfolios are currently available on the BT, North, and Macquarie platforms.

Important Notes:

• This media release is for informational purposes only and does not constitute financial advice. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns.
• The managed portfolio performance represents total returns. Returns have been calculated using the time-weighted method and are after fees.
• This information is general in nature and does not take into account your personal objectives, financial situation, or needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.

About Activam Group

Activam Group is a leading provider of investment solutions, specializing in actively managed multi-asset portfolios. With a focus on delivering exceptional returns and supporting advice businesses, Activam Group is committed to helping clients achieve their financial goals.

About Robert Talevski

Robert is an accomplished investment executive with over 27 years of experience in investment management and advisory activities across large Australian superannuation funds and institutional investors.

In addition to being the Managing Director of Activam Group, Robert’s responsibilities within the firm encompass heading up the investment management team, whereby he is responsible for a wide range of investment activities, which include asset allocation strategy, investment manager recommendations and the portfolio construction process. Additionally, he is responsible for addressing clients’ queries concerning investment related matters.

Robert founded Activam, with the aim to support and enhance Wealth Practices’ value proposition through fostering meaningful high-touch partnerships. He believes that an effective investment management structure is one that delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management.

Prior to establishing Activam, Robert founded Brightstone Capital Advisors, a firm that provided investment advisory services to Australian superannuation, institutional and high net worth investors. Preceding that, he was responsible in managing the $3 billion Global Private Markets and $5 billion Global Shares portfolios at Australia’s largest corporate superannuation fund.

Robert has also worked as an Investment Consultant at Australia’s largest asset consultant, providing investment advice to large industry and corporate super funds, charities and private wealth clients totalling $50 billion.

His experience includes time in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments.

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Source: https://www.adviservoice.com.au/2024/08/activam-group-delivers-strong-fy24-returns/