info@sentinelgroup.com.au
Ground Floor, 45 St Georges Terrace
Perth, Western Australia, 6000
Sentinel Managed Portfolios
What is a Sentinel Managed Portfolio?
A Sentinel Managed Portfolio allows you to invest directly and effectively in the stockmarket without workload and with complete transparency.
Sentinel tailors your investments to your needs and then actively manages your portfolio according to the prevailing market conditions with a view to maximising returns and preserving your wealth.
Features
Personal Share Portfolio
Your Sentinel Managed Portfolio is a diversified, fully managed share portfolio, tailored to meet your personal investment needs. All investments are held directly by you and you can change your investment preferences as required.
Professionally Managed
Sentinel manages all aspects of your investment portfolio so you don't need to do any work. Sentinel are specialist stockbrokers focused purely on the Australian stockmarket. Our culture is conservative with a strong focus on risk management and our philosophy is to help investors to save carefully and invest wisely.
Full Reporting & Transparency
You can remain continually aware of your investments and performance through our concise, online reporting. We also provide regular statements and reports to keep you up to date on how your investments are tracking.
Alignment of Interests
A Sentinel Managed Portfolio operates under a unique fee structure where our remuneration is linked to your investment return. In simple terms, our interest are aligned because we don't receive a management fee unless you make money. This means we have a strong incentive to promote performance and to preserve your wealth.
Sentinel Managed Portfolios
What is a Sentinel Managed Portfolio?
"A fully managed, performance based share account"
A stockbroking account:
- Comprised of a portfolio of Australian shares
- Which is professionally managed on your behalf by Sentinel
- With an aligned fee structure directly linking Sentinel’s management fee to your investment performance
How does it work?
- A stockbroking investment account is established.
- You deposit funds (and/or shares) with Sentinel.
- Sentinel then manages all aspects of your investment account:
- All investment decisions
- Risk management, monitoring and controls
- Portfolio administration and reporting functions
- You can view your performance, holdings and transactions online at any time via Sentinel’s website.
- At the end of each quarter, Sentinel's performance fee is calculated on profits made during that quarter.
- If you don’t profit, we don’t get paid.
What are the key benefits?
- Personalised
- All investments are held directly by you (no pooling)
- Personal stockmarket account
- Personal bank account
- Ability to tailor to your personal preferences
- All investments are held directly by you (no pooling)
- Professionally Managed
- Managed by a specialist stockbroker, Sentinel Stockbroking
- Investment decisions made by highly experienced investment managers
- Strong track record of performance
- Actively managed rather than 'setting and forgetting'
- Strong focus on risk management
- Flexible
- Flexible investment platform with the ability to accommodate existing shareholdings
- Suits individuals, joint accounts, companies, super funds and trusts.
- Transparent
- View every transaction executed for you
- All investments are held by you so you know exactly what you are holding at all times
- Continuous online reporting with practical reports.
Please click on the demonstration reports below to view: - Regular investment manager updates
- Ability to speak directly with your investment managers
- Ease of Use
- No minimum terms or entry/exit fees
- Simple, transparent fee structure
- Minimal workload required by you
- Cost Effective
- Performance based remuneration so effectively Sentinel only gets paid for its management if it makes you a profit.
- Low transaction costs (brokerage)
- Personalised
Sentinels Investment Philosophy
Sentinel Stockbroking is a fully licensed participant of the Australian Securities Exchange (ASX) and holder of an Australian Financial Services License (AFSL).
Our core specialisation is on Australia's largest ASX-listed Blue Chip companies focusing on stable wealth generation through selective allocation of investment resources.
We utilise all forms of ASX listed equities and derivatives to achieve our desired outcome and will utilise controlled investment outside of the S&P ASX200 where appropriate.- Members of Sentinel's investment management team each provide:
- 15+ years experience investing in the Australian share market
- A track record of consistent investment performance
- Sentinel's objective is to generate consistent positive yearly returns by:
- A structured investment process
- Strong focus on risk management
- Active management - we seek to capitalise on the major upturns and preserve capital during the major downturns
- Deploying multiple investment tools (e.g. shares, cash products, warrants and options) to achieve the best return for the most appropriate risk.
- Members of Sentinel's investment management team each provide:
Sentinels Investment Mangers
Each Sentinel Managed Portfolio is directly and individually managed by the management team comprised of the founding and current serving directors of Sentinel Stockbroking.
Justin Robinson
Executive Chairman - Head of Dealing
Bachelor of Commerce
Post Graduate in Applied Finance and Investment
Fellow of the Financial Services Institute of Australia (FINSIA)
Fully licensed ASX Equities and Derivatives investment manager since 1997
Direct personal ASX investment experience of over 15 years
WA Business News Top 40Under40 Businessman winner
Co-Founding director of Sentinel StockbrokingNorman Robinson
Chief Executive Officer - Head of Compliance/Administration
Bachelor of Commerce
Post Graduate in Applied Finance and Investment
Fellow of the Financial Services Institute of Australia (FINSIA)
Fully licensed ASX Equities and Derivatives investment manager since 1996
Direct personal ASX investment experience of over 16 years
WA Business News Top 40Under40 Businessman winner
Co-Founding director of Sentinel Stockbroking
Adam Conigliaro
Executive Director - Head of ResearchBachelor of Science
Bachelor of Commerce
Equities Research Analyst since 1998
Fully licensed ASX Equities investment manager since 1997
Direct personal ASX investment experience of over 15 years
Executive director of Sentinel StockbrokingFees and Charges
- Investment Performance Fee
- 20% of total portfolio investment performance
- Calculated and charged quarterly
- For example, if your investments returned $20,000 for the quarter, our fee would be 20% x $20,000 = $4,000
- Low Brokerage ($50 or 0.20%)
- Low Administration Fee (flat $500 p.a. regardless of account size)
* All amounts exclude GST.
- Investment Performance Fee
Contact Us
For further information, or to open an account, please Contact Us!
By Phone: +61 8 9225 0000
By Email: info@sentinelgroup.com.au
Visit our office!
Sentinel Stockbroking
Ground Floor
45 St Georges Terrace
Perth WA 6000