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Exclusive Strategies or Tailor Designed for You
Single Asset Strategies
Exposure To A Single Asset Class You Select
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Multi-Asset Strategies
Strategies Designed Based On Your Chosen Risk Appetite
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Private Label
Construct Your Own Models & Portfolios
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3rd Party
Gain Access to Strategies Offered by External Managers
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Exceptional Worldwide Investment Service

Providing You With The Absolute One-Stop Shop
★ ★ ★ ★ ★
A robust Managed Account platform ensures portfolios are managed in line with each client's objectives, risk tolerance, and investment preferences while removing the operating inefficiencies that flow from intermediaries (including the need to make distinct changes to separate clients' portfolios). Improved tax outcomes are also a benefit of a managed accounts program.

Caprock Exclusive Single Asset Strategies

Australian Shares
  • ASX 200
  • Mid-Cap
  • Small Companies
Global Shares
  • Global 100
  • S&P 500
  • FTSE 100
  • Emerging Markets
Australian Property
  • Australian Property Securities
Global Property
  • Global Real Estate
Growth Alternatives
  • Global Infrastructure
  • Private Equity
Australian Fixed Interest
  • Composite Bond
  • Aust. Floating Rate
  • Aust. Corporate Bond
Global Fixed Interest
  • Global Corp. Bond
  • Emerging Market Bond
  • Int. Credit Securities
Australian Cash
  • Aust. Cash
  • Aust. High Interest
  • Caprock Cash Account

Caprock Exclusive Multi-Asset Strategies

Cautious
  • 0/100 Risk
  • 30% Australian Fixed Interest
  • 20% Global Fixed Interest
  • 50% Cash
Defensive
20/80 Risk
  • 8.75% Australian Shares
  • 9.25% Global Shares
  • 2% Property
  • 27.5% Australian Fixed Interest
  • 17.5% Global Fixed Interest
  • 35% Cash
Moderate
40/60 Risk
  • 12.5% Australian Shares
  • 18.5% Global Shares
  • 2% Australian Property
  • 2% Global Property
  • 5% Growth Alternatives
  • 22.5% Australian Fixed Interest
  • 12.5% Global Fixed Interest
  • 25% Cash
Balanced
  • 60/40 Risk

  • 22.5% Australian Shares
  • 27.5% Global Shares
  • 2% Australian Property
  • 3% Global Property
  • 5% Growth Alternatives
  • 17.5% Australian Fixed Interest
  • 10% Global Fixed Interest
  • 12.5% Cash
Growth
  • 80/20 Risk
  • 12.5% Australian Shares
  • 18.5% Global Shares
  • 2% Australian Property
  • 2% Global Property
  • 5% Growth Alternatives
  • 22.5% Australian Fixed Interest
  • 12.5% Global Fixed Interest
  • 25% Cash
Aggresive Growth
  • 100/0 Risk
  • 12.5% Australian Shares
  • 18.5% Global Shares
  • 2% Australian Property
  • 2% Global Property
  • 5% Growth Alternatives
  • 22.5% Australian Fixed Interest
  • 12.5% Global Fixed Interest
  • 25% Cash

Trusted Investment Manager since 2001