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Where your wealth grows

At Bellevue, we provide discretionary portfolio management services to high-net-worth clients and family offices through direct share ownership.

Our performance

Since Inception

(Annualised Return p.a.)

18.0%

*The above table contains performance figures and information in relation to the Bellevue Private Investments Pty Ltd (ACN 628772001) (Bellevue) Flagship Portfolio based on a $1,000,000 investment from 14 January 2019. Client portfolios are managed on an individual basis and securities in all Bellevue Flagship Portfolio entities are held by clients directly based on the quantum of funds invested. While return on funds invested will be similar to the above table, not all portfolios will reflect the exact performance as nominated above due to rounding of the number of securities in Bellevue Flagship Portfolio entities held by an individual investor based on the amount invested. Performance is calculated as actual returns after administration, brokerage, foreign exchange fees, management fees and performance fees. Performance does not take into account any taxes payable by clients. Note that the performance data shown above shows past performance only and that past performance is not a reliable indicator of future performance. Note also that Bellevue Flagship Portfolio entities may comprise both Australian and foreign entities. The portfolio manager is Bellevue. Bellevue is a Corporate Authorised Representative of Integrity Private Wealth Pty Ltd (ABN 45161731479, AFSL No. 436298) (Integrity). Only investors who are wholesale clients (as defined in s761G and s761GA of the Corporations Act 2001 (Cth)) may invest in the Bellevue Flagship Portfolio.

Our Philosophy

By investing in high-quality, resilient businesses with attractive risk-adjusted return profiles, we strive for consistent and appealing investment returns over the long term.

Performanced based

We take a global view and invest in the businesses we believe will best deliver outperformance. As we invest in the same portfolio as clients and our remuneration is linked to this performance, each investment is rigorously researched and considered.

Always autonomous

We are unaffiliated with any major institutions and brokers, which allows for market-wide, conflict-free research, analyst access and corporate deals.

Transparent

We provide clients with full control, ownership, and transparency of their portfolio along with the tax advantages of direct-share ownership.

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