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Australian Stock Report distributes a range of research reports and software tools from our partners suited for both active short-term and passive long-term traders.
The Income Report from ASR Wealth Advisers (ASRW) has produced an annualised return of 10.71%* as at 21 March 2023 and is centred around the investment principal of ensuring a consistent dividend while managing the capital. The report details ASRW’s income investment process which is structured to create a diversified model portfolio across the sectors in companies which may offer stable and sustainable cashflow. ASRW review the investment fundamentals of each company to ensure they have a sustainable competitive advantage and a healthy balance sheet. The model portfolio offers investment weights for each stock to ensure investors diversify their investment risk and are not unintentionally exposed to any sector.
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Australian Stock Report Pty Ltd ABN 94 106 863 978 (ASR) is the distributor of research reports prepared and issued by Atlantic Pacific Securities Pty Limited ABN 72 135 187 085 trading as ASR Wealth Advisers (ASRW). ASRW is a Corporate Authorised Representative (AR No. 339207) of Trilogy Group Australia Pty Ltd ABN 80 078 111 654 AFSL 218770. ASR and ASRW are part of Amalgamated Australian Investment Group Limited ABN 81 140 208 288 (AAIG).
All information contained on this webpage is of general nature only; it is not intended or to be construed as an offer, solicitation or recommendation for any financial product and does not take into account your financial situation, objectives or needs. Before acting on the information provided in this communication you should consider whether it is appropriate for you in light of your personal circumstances. Where applicable, you should obtain and consider a Product Disclosure Statement, prospectus or other relevant disclosure material and seek professional investment advice prior to making any decision to acquire or dispose of a financial product. Investing in financial markets and instruments involves risks, including loss of some or all capital. The payment of income and the return of capital are not guaranteed. Past performance is not an indicator of future performance. To the extent permitted by law, ASR and its related entities do not make any warranties as to the accuracy or completeness of any information on this webpage that has been obtained from a third-party source.
Need to speak to someone about companies or investing? Our knowledgeable team is on hand to assist
The Income Report is produced by the ASR Wealth Equities Research team led by Tim Montague-Jones. Tim has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.
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