FREQUENTLY ASKED
QUESTIONS

Austral Asset Management maintains a $100,000 minimum for individual portfolio management mandates. This threshold ensures we can implement properly diversified strategies with meaningful position sizing across asset classes.

For clients seeking IPO advisory or specific investment strategies without full portfolio management, minimums may vary. Contact us to discuss your specific requirements.

We employ a transparent, asset-based fee structure with no hidden charges:

• Management Fee: 1.00% - 1.50% per annum (tiered based on AUM)
• Performance Fee: 20% of returns above high-water mark (optional)
• Custody & Admin: Passed through at cost (typically 0.10% - 0.25%)

All fees are disclosed upfront in your Investment Management Agreement. No transaction fees, no exit fees, no surprises.

Through institutional relationships with investment banks, brokers, and underwriters, we secure preferential allocations in high-conviction IPOs across ASX and international exchanges.

Our IPO desk evaluates 100+ offerings annually, recommending only those meeting strict criteria: strong management, defensible competitive position, reasonable valuation, and compelling growth trajectory.

Client allocations are distributed based on portfolio size, investment mandate, and risk profile. Not all clients receive all IPO opportunities—we match offerings to appropriate investors.

We follow a disciplined, research-driven approach combining quantitative screening with fundamental analysis. Every investment decision is backed by data, not emotion.

Key Principles:

• Risk-adjusted returns matter more than absolute performance
• Diversification across asset classes, sectors, and geographies
• Active risk management with systematic hedging strategies
• Long-term wealth creation, not short-term speculation
• Transparent reporting and client communication

Your portfolio is managed by senior portfolio managers with decades of combined experience across institutional asset management, proprietary trading, and investment banking.

Each client is assigned a dedicated portfolio manager who understands your specific objectives, risk tolerance, and investment horizon. No call centers. No junior associates. Direct access to decision-makers.

All investment decisions are made collaboratively by our investment committee, ensuring rigorous peer review and risk oversight.

Clients receive comprehensive quarterly performance reports detailing holdings, transactions, performance attribution, and market commentary.

Additionally, clients have 24/7 access to our secure client portal, providing real-time portfolio valuations, transaction history, and document repository.

Your portfolio manager is available for quarterly review calls and ad-hoc consultations as market conditions warrant.

Market volatility is when active management earns its fees. We implement systematic hedging strategies, tactical asset allocation, and defensive positioning to preserve capital during drawdowns.

Our portfolios maintain exposure to uncorrelated assets (commodities, gold, defensive equities) and employ options strategies for downside protection when market indicators warrant.

During the 2020 COVID crash, our average client portfolio declined 8.4% versus ASX 200's 24% drawdown—demonstrating the value of active risk management.

Yes. Your capital remains liquid and accessible. We require 30 days' written notice for full withdrawals or mandate termination to allow orderly liquidation of positions without market impact.

Partial withdrawals can be processed quarterly with 14 days' notice.

No exit fees. No lock-up periods. Your capital, your control—always.