Investment Management


Bridgewater offers a comprehensive range of investment services for individuals and the trustee's of Self Managed Superannuation Funds.

Our investment program is designed to provide the investment portfolio with returns that will help the investor reach their goals without taking unnecessary risks. It is important that the portfolio over time provides a balanced exposure to the different sectors that are designed to fit the investor’s risk profile and the current economic climate.

Whilst a balanced portfolio can never achieve the same return in a particular period as the best performing investment sector, over the long term the balanced portfolio is expected to perform with substantially less volatility.


Diversification

Different asset classes (such as shares, bonds, property and cash) have different risk and return characteristics. The portfolio is designed to combine the asset classes in a way that balances income and growth objectives with the need for stability.

Our research is sourced from research houses specialising in specific market sectors. Each is measured against the relevant index i.e. The All Ordinaries Index of the Australian Stock Exchange for Australian shares.

Combinations of investment styles are tailored to fit the risk profile and income and growth requirements of our clients.


Asset Allocation

For high net worth individuals, direct investment into shares, property and fixed interest are generally recommended. For some sectors wholesale managed funds may also be used to provide coverage to overseas markets when direct access is limited.