Atlas Core Australian Equity Portfolio

The Atlas Core Australian Equity Portfolio was launched in April 2018 in conjunction with Maxim Advisers and is currently available as a separately managed portfolio on the Hub24 and Netwealth platforms.  See managed portfolio disclosure document

Atlas delivers active, high conviction “best ideas”, core portfolios for growth and income-focused investors.

Atlas provides two “pure-play” ASX 200 concentrated Australian equity growth and equity income models, tailor-made for managed accounts.

Atlas model portfolios are supported by a comprehensive range of communications to maximise the advantages of the managed account structure.

Atlas’s portfolios are uniquely built with the following core principles:

o   Active bottom-up, stock driven

o   Style neutral

o   Benchmark unconstrained

o   Market cap agnostic

o   Concentrated, high conviction

o   Risk managed

o   Fully invested

Atlas invests in outstanding established businesses with a focus on quality reliable earnings, distributions and capital growth to deliver superior long-term returns

Portfolio Construction

The portfolio is managed with the goal of:

  • constructing a concentrated portfolio of 18-30 large cap securities which are not trading at excessive valuations, relative to the peer group;
  • maximizing after tax returns for investors, based on favouring stocks that pay a high franked yield, and capital gains deferral through reduced turnover and by utilizing long-term capital gains tax concessions; and
  • a key focus on earnings and dividend sustainability designed to preclude investment in companies that may pay a high current dividend, but have a probability that this will be reduced in the medium term.