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

Investment Philosophy

Balmoral believes in disciplined investing behaviours, generating consistent positive returns and capital preservation as the cornerstones of wealth creation.

Disciplined investing behaviours increase our capital working for us alongside our income. 


Positive returns year after year compound the purchasing power of our capital.


Capital preservation is fundamental due the asymmetry of investment losses.


ABN 33 603 492 039

ACN 603 492 039

AFSL 518851

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