Ellerfield Financial Planning utilise's the resources of several key investment managers for Australian asset classes.  Each manager is individually assessed and monitored to make sure they stay true to their investment process.

Click on the managers to the left to read further information.

Balanced Equity Management Australian Shares BEM is a privately owned, Melbourne based, Australian equities manager.  Established in 1988, BEM has followed a disciplined strategy which focuses on providing specialist Australian equities services to a small number of large institutional clients.   Concord Capital Australian Shares Sydney, Australia. Concord Capital specialises in the management of highly concentrated portfolios of Australian shares. Concord uses detailed company analysis to ensure only the highest conviction ideas are selected for the MLC portfolios. Concord Capital, established in July 2000, manages approximately A$4 billion in assets.   Perpetual Investments Australian Shares Perpetual Investment Management Limited is one of Australia's leading investment managers, with over A$26 billion in funds under management. By employing some of the industry's best investment specialists and applying a proven investment strategy, Perpetual has been able to provide strong and consistent returns to investors.                                Back to Top Contango Asset Management Australian Shares Melbourne, Australia.  Contango's investment process is based on the business cycle approach, which involves the analysis of structural and cyclical trends in the economy to identify their impact on the pricing of both industry sectors and companies. This analysis is complemented by in-depth fundamental company analysis. Contango manages approximately A$2 billion in assets.                                                                    Back to Top DFA Australia Australian Shares, Global Shares Sydney, Australia. DFA Australia Limited (Dimensional) is a subsidiary of Dimensional Fund Advisers Inc., a private corporation headquartered in California USA with A$70 billion funds under management.  Dimensional’s most differentiating characteristics are its philosophical “deep value and small cap based” beliefs and the academic rigour that underlies its disciplined investment processes.                                             Back to Top Schroders Australian Shares Schroder Investment Management Aust. Ltd is part of the Schroder Group which, as at 30 June 2004, managed investment assets of approx. A$260 billion worldwide. Schroders is one of the largest and most internationally diverse investment managers, with over 230 investment professionals, providing investment management, research and marketing services from its 34 offices located in 26 countries.                                       Back to Top Highbridge Capital Australian Shares Highbridge is a Sydney-based boutique manager established in February 2005 as a specialist wholesale Australian equities manager. The investment team comprises four experienced Australian equities professionals who are joint owners of Highbridge. This team adheres to a clearly defined investment philosophy of purchasing quality companies that are capable of long term wealth creation at relatively attractive valuations.  Click here to view video commentary!                                                                                                     Back to Top JF Capital Partners Australian Shares Melbourne, Australia. JF Capital Partners (JFCP) adopts a bottom up approach to the research and selection of Australian companies. JFCP focuses on those companies that have the greatest number of strategic growth options.  The Australian shares portfolios JFCP manages for MLC are highly concentrated and typically have a growth bias. JFCP manages over A$1 billion in assets.                                                          Back to Top Vanguard Investments Australia Australian Shares, Property Securities Melbourne, Australia. Vanguard Investments Australia is a member of The Vanguard Group with over 17 million investors and A$980 billion in assets under management. Vanguard manages a number of index based mandates for MLC, covering Australian and global shares and listed property securities.                                                                     Back to Top Wallara Asset Management Australian Shares Wallara is a privately owned, Melbourne based, Australian equities manager that was established in 1995. Wallara offers specialist Australian equities management services via a single product to institutional investors. The firm has a clearly articulated philosophical belief that is based on shareholder value analysis.                                       Back to Top Lazard Asset Management Australian Shares Lazard Asset Management Pacific Co (‘Lazard Pacific’) is a subsidiary of Lazard Asset Management LLC (“LAM”) the asset management subsidiary of Lazard Freres & Co, which manages more than A$93 billion in assets worldwide. LAM’s relative value investment philosophy is based on value creation through the process of bottom-up stock selection. This philosophy is implemented by assessing the trade-off between valuation and financial productivity for an individual security.                                     Back to Top   Maple-Brown Abbott Australian Shares Sydney, Australia. Maple-Brown Abbott uses a value-oriented approach to identify quality undervalued Australian companies.  Maple-Brown Abbott manages A$18 billion in assets.                                               Back to Top   Ausbil Dexia Limited Australian Shares Established in 1997 as a specialist wholesale boutique, Ausbil Dexia Limited is a joint venture between senior members of Ausbil's Australian investment/management team and Dexia Asset Management (asset management arm of Dexia Bank). With over A$2.4 billion in funds under management Ausbil has an innovative "style neutral" approach to Australian equities.                                                                     Back to Top   National Specialist Investment Management Australian Bonds, Cash & Short-Term Securities, Inflation Linked Bonds Sydney Australia. National Specialist Investment Management (NSIM) manages a number of asset classes for MLC, including Australian nominal bonds, Australian inflation linked bonds and cash. NSIM manages in excess of A$12 billion in assets invested across a range of debt instruments such as government, semi government and corporate fixed rate bonds, inflation linked securities, asset backed securities including mortgage backed notes, floating rate notes, commercial paper, bank bills and other cash instruments.                                                                                                      Back to Top   UBS Global Asset Management Australian Bonds, Inflation Linked Bonds Sydney, Australia.  The focus of UBS’ investment process is to identify the extent to which bond markets are mis-priced relative to UBS’ assessment of long term equilibrium value. MLC uses UBS for its skill in the Australian bond market. UBS serves clients in over 20 countries around the world, and manages A$623 billion in assets.                                         Back to Top   Investors Mutual Ltd Australian Shares Investors Mutual uses an active, "bottom-up" approach to identifying and valuing quality companies. The approach is systematic, disciplined and focuses on finding companies that meet their investment criteria and determining an appropriate valuation.                                         Back to Top   IOOF Australian Shares IOOF Investment Management Ltd is a progressive, Australian funds management organisation, which aims to achieve excellent investment performance to help Australians grow their wealth and achieve their financial goals.                                                                            Back to Top   Challenger Funds Management Property Securities Challenger property securities team is well-credentialed and applies a clearly enunciated business cycle approach incorporating top-down analysis with bottom-up insights. This reflects their philosophical belief that exploitable mispricing opportunities arise in the listed property market at the macroeconomic, industry and individual trust levels. Challenger Funds Management has A$2 billion invested in the Australian property securities market.                                                                                         Back to Top   Resolution Capital Property Securities Sydney, Australia. The Resolution Capital team specialises in the listed property securities market.  Team members are focused exclusively on the research of property trusts, themes within the property sector and ultimately, portfolio construction. The Resolution Capital team manages approximately A$3 billion in Australian property securities and is a joint venture with the Lend Lease Corporation, which has comprehensive global capabilities in property.                                                      Back to Top   If you would like to discuss this service further please contact us or call your local Ellerfield office