Julian Beaumont

Portfolio Manager
B.Bus

  • 15+ years of experience

  • Chief Investment Officer at Fiftyone Capital

  • Bennelong Australian Equity Partners, Investors Mutual Limited

  • Law, investment banking and hedge funds management in Asia and Europe.

  • Bachelor of Law (with Honours) and Bachelor of Science from UWA, and he is a CFA Charterholder.

Contact Details

10.9% p.a.

The Growth Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 75% and Ex-200 25%.

10.0% p.a.

The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 85% and Ex-200 15%.

10.1% p.a.

Typically holds 15-25 ASX listed equities with no index restrictions.

Typical starting weight up to 10%, target maximum position.

3.9% p.a.

Investing in investment-grade issuers of hybrids and bonds with a small allocation to non-investment grade bond ETFs to improve returns and diversification.