Balmoral believes in absolute return and capital preservation as cornerstones of wealth creation.

The Balmoral Fund

Balmoral Asset Management offers an actively managed investment service through the Balmoral Fund.

The Balmoral Fund has two objectives - generate 8% per year over rolling 3 year periods, and deliver positive returns regardless of market conditions.

Balmoral will manage the Fund’s exposure to various investments, primarily global shares, based on relative value and its assessment of risk.

The Balmoral Fund is only available to wholesale investors.

To learn more and receive a copy of the Information Memorandum please contact us.


ABN 33 603 492 039

ACN 603 492 039

AFSL 518851

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