in the Future

Balmoral Asset Management’s purpose is to consistently generate meaningful positive returns regardless of market conditions. We use best practice, avoid complexity and focus on transparency and facts.

Positive Return Focus

Growth Assets

Asset Allocation




Years Running


Compound Annual Growth Rate*


Total Returns
Since Inception*
till 31 March 2021
“Angus has managed my investment funds for several years now. I’ve been impressed by his knowledge and professionalism, together with the satisfaction of the continued capital growth of my portfolio. Balmoral Asset Management has done an excellent job and is happy to go that extra mile to give their clients honest and transparent service.”
- Justin McCarthy  

ABN 33 603 492 039

ACN 603 492 039

AFSL 518851

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