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

Our Portfolios

Growth Equities

11.0% 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%.

Balanced Equities

10.7% 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%.

Global Wealth

10.8% p.a.

Typically invests in a diversified portfolio of Global Equities, Hybrids, ETFs, LICs and selected fund managers to provide broad exposure across regions, sectors and investment styles.

The portfolio is actively managed with no benchmark restrictions.

Enhanced Yield

4.82% 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.