In addition to all the strategic financial advice and project management work we do for our valued clients, we also offer high quality portfolio management solutions that have helped clients protect and grow their wealth. Our transparent, evidence-based investment philosophy has seen us achieve consistently strong results. Here are some recent examples of how some of our portfolios have performed against their benchmarks and industry peers across Australia as at the end of the last quarter.
Calibre Balanced Portfolio (67.5 % Growth/32.5% Defensive Assets)
Annual portfolio performance (net of fees) as at 30/12/2023
| 1 Year | 3 Years | 5 Years | |
| Calibre Balanced Portfolio | 12.67% | 5.72% | 7.78% |
| Morningstar Australia Fund Mulitsector Growth | 10.85% | 5.28% | 6.89% |
| Relative Performance vs Peers (per annum) | + 1.82% | + 0.44% | + 0.89% |
Calibre Growth Portfolio (87.5% Growth/12.5% Defensive Assets)
Annual portfolio performance (net of fees) as at 31/12/2023
| 1 Year | 3 Years | 5 Years | |
| Calibre Growth Portfolio | 14.55% | 8.21% | 9.84% |
| Morningstar Australia Fund Mulitsector Growth | 14.16% | 7.29% | 8.61% |
| Relative Performance vs Peers (per annum) | +0.39% | +0.92% | +1.23% |
Source: Oreana Portfolio Advisory
We help our clients by building investment solutions that pursue higher expected returns in a systematic way.
- Firstly, we apply stringent academic research from some of the finest investment minds in the world to identify sources and dimensions of higher expected returns.
- We then design portfolios to systematically capture those sources of higher expected returns.
- Finally, we construct and maintain portfolios that are low cost, tax efficient and highly diversified whilst avoiding unnecessary turnover and trading costs.
As much as we use evidence and science to construct portfolios, it is patience, discipline and human emotions that will ultimately determine the success of our investment strategies.
Our ongoing counselling helps our clients understand how investment markets operate, which in turn helps them adhere to their longer-term investment plan and significantly improve its chance of success.
Please note: Portfolio performance may differ from client to client for various reasons (for example, client needs for higher cash levels and requirements to keep long held existing assets). Performance may also vary based on the time of initial investment. Past performance is not an indication of future performance.
We are here to help
Calibre Private Wealth Advisers provides financial leadership and peace of mind for successful professionals, business owners and their families.
We engage our clients in real conversations around their life and then help them use the money they have to get the best Return on Life
If you have any questions/thoughts in relation to this article or have a need for some advice and would like to discuss your particular situation, please contact Gordon Thoms or David Conte at Calibre Private Wealth Advisers on ph. (03) 9824 2777 or email us here.
The information contained in this article is of a general nature only and may not take into account your particular objectives, financial situation or needs. Accordingly, the information should not be used, relied upon or treated as a substitute for personal financial advice. While all care has been taken in the preparation of this article, no warranty is given in respect of the information provided and accordingly, neither Calibre Private Wealth Advisers, its employees or agents shall be liable for any loss (howsoever arising) with respect to decisions or actions taken as a result of you acting upon such information.
This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax/or legal advice prior to acting on this information. Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product. The material contained in this document is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgment at the time of issue and are subject to change. Neither, the Licensee or any of the Oreana Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document. Gordon Thoms and David Conte of Calibre Private Wealth Advisers are Authorised Representatives of Oreana Financial Services Limited ABN 91 607 515 122, an Australian Financial Services Licensee, Registered office at Level 7, 484 St Kilda Road, Melbourne, VIC 3004. This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.