Ascalon Active Conservative Portfolio
To outperform Cash by a minimum of 1% with an attractive level of income, a low level of capital growth and a low level of capital volatility over an investment timeframe of two years.
GrowthDefensive
Bringing over 350 years of combined investment expertise, Ascalon provides institutional-grade asset consulting, investment management and advisory services. The firm is privately held and majority staff-owned, ensuring both stability and long-term alignment with clients.
Institutional Framework
Curated Research
Aligned Interests
Adviser-Led Expertise
Portfolios blend asset classes to manage risk and enhance return potential.
Structured for consistent performance outcomes across market cycles.
Decisions guided by data, research, and strong oversight.
Our investment philosophy is underpinned by several key beliefs that have been honed over decades of professional investment experience
Markets are not always efficient, we target inefficiencies with high-conviction active managers and use low-cost passive strategies where markets are already efficient.
A robust portfolio spreads risk across uncorrelated asset classes, industries, and geographies to smooth returns and allow portfolios to perform across market conditions.
A robust portfolio spreads risk across uncorrelated asset classes, industries, and geographies to smooth returns and allow portfolios to perform across market conditions.
We are relentless in optimizing for costs and tax efficiency in both portfolio construction and execution to maximize your net, after-fee and after-tax return.
Preservation of capital is at the core of our philosophy, backed by a data-driven approach that blends quantitative insight with qualitative oversight to navigate changing markets.
To outperform Cash by a minimum of 1% with an attractive level of income, a low level of capital growth and a low level of capital volatility over an investment timeframe of two years.
To outperform Cash by a minimum of 2.50% with a solid level of income, a moderate level of capital growth and a moderate level of capital volatility over an investment timeframe of three years.
To outperform Cash by a minimum of 2.5% with a solid level of income, a moderate level of capital growth and a moderately high level of capital volatility over an investment timeframe of four years.
To outperform Cash by a minimum of 3% with a solid level of income, a moderate level of capital growth and a high level of capital volatility over an investment timeframe of five years.
To outperform Cash by a minimum of 4% with a solid level of income, a high level of capital growth and a very high level of capital volatility over an investment timeframe of seven years.
Contact our team for additional information regarding the Ascalon Active portfolios on CFS FirstChoice and how to access ongoing portfolio information via our Adviser Portal.
GUY BALLARD
EGM Partnerships
(+61) 0413 007 599
guy.ballard@ascaloncapital.com.au
JOHN BURTON
GM Business Solutions
(+61) 0410 443 593
john.burton@ascaloncapital.com.au
BERIT DEAGAN
Head of Business Development
(+61) 0404 676 839
berit.deagan@ascaloncapital.com.au