Contact:

Exchange Tower

Level 1

530 Little Collins Street

Melbourne, VIC 3000

Follow:

0403534426

03 8840 7886

©2019 by Bluebird Portfolio Services. ABN 91 620 481 218 | AFSL 503266 | Privacy Policy | Terms of Use | FSG 

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PROFESSIONAL
LISTED PORTFOLIOS FOR ADVISERS

Ex-Lonsec Head of Equities

Professional process with a 12-year track record

High quality portfolios

Working with advisers on low cost model portfolio and managed account solutions

Services available via consulting packages or managed account fees (20-25bps)

Bluebird is a licensed provider of ASX 200 portfolios, Diversified listed portfolios, Company research and daily investment support as required. The Director, Bill Keenan, has over 25 years' experience managing portfolios and providing quality research on ASX 200 stocks, ETFs and other listed securities. Bill was GM, Equities at Lonsec for over 11 years and Investment Manager at TOWER for over 8 years. Bill established a strong 11-year track record at Lonsec and is establishing a very strong track record at Bluebird. 

How it works

CONSULTING

Bluebird offers three consulting packages as follows:

AE - Australian Equity Portfolios, Research, Daily Investment Support

AE+ - AE package and HNW client reviews

Full - AE package, HNW client reviews, SAA, Diversified Portfolios and Investment Committee Support

Each package is low cost and can be cancelled with 90 days' notice.

MANAGED ACCOUNTS

Bluebird portfolios will become available on various platforms over time. Our portfolio management fees will be very low at 0.20-0.25% + GST.

Bluebird intends to offer high quality portfolio management at a very low cost. Bluebird is an active disruptor in the market.

CONSULTING & MANAGED ACCOUNTS

Advisers typically start with a consulting package and work towards implementing an automated managed account solution over time.

Where Bluebird earns managed account fees that exceed our consulting fees, we will waive our consulting fees but the consulting services continue.

Advisers work closer than ever with the portfolio manager and this creates a high level of trust and understanding of the investment philosophy and process.

WHAT WE OFFER

Fund-Manager-standard Investment Philosophy and Process

Bluebird has developed a high standard Investment Philosophy and Process which drives the portfolio and research services. The Investment Process employs comprehensive Quality, Value and Momentum filters that distill the ASX 200 down to high quality stocks that offer value and with less downside risk than the market.

MODEL PORTFOLIOS

Bluebird offers ASX listed model portfolios including: High Growth, Growth, Core, Income and a selection of diversified portfolios, that utilise ETFs. The portfolios contain our highest conviction ideas from our comprehensive ASX 200 research which employs Quality, Value and Momentum factors to uncover the best investments within the ASX 200. Bluebird issues regular portfolio performance reports with performance independently verified. The adviser is free to choose the degree to which they follow the model portfolios via their own individually managed accounts or via SMAs or MDAs.

ASX 200 COMPANY RESEARCH

Bluebird provides truly innovative research which focuses on identifying quality companies offering value. We add another factor, momentum, because we like to 'get on at the station' rather than 'hoping the train will stop in front of us'. What we don't want are quality companies that are expensive or poor quality companies that are cheap. This is EXACTLY where most investors go wrong. We employ a very rigorous investment process which investigates and rates every single stock in the ASX 200 for Quality, Value and Momentum.

RELIABLE INVESTMENT SUPPORT

Bluebird provides a number of investment support services including: weekly portfolio and stock metrics report, performance reports, corporate action reports, email updates, thematic presentations, Company text file, portfolio review service and daily investment query support.

MANAGED ACCOUNTS

As Bluebird model portfolios establish a track record, Bluebird intends to roll-out the portfolios on to various SMA and MDA platforms. The Director, Bill Keenan, worked at Lonsec (a leading funds management rating firm) for 11 years and is experienced in the requirements to set-up a professional portfolio management business.

ABOUT BLUEBIRD PORTFOLIO SERVICES

Get expert advice into your business that you can rely on

Bluebird Portfolio Services has been established to provide expert and independent advice to Advisers. It comes at a fraction of the price of employing an analyst or investing in a fund. And it is also non-conflicted, unlike most broker advice.

 

Bluebird is privately owned by the Director and holds an AFSL to provide general securities advice on ASX listed securities and other products. Bluebird earns revenue from consulting fees or portfolio fees for services provided to AFSL's and Authorised Representatives of AFSL's.

Bluebird's investment philosophy is that to be a successful investor you need to invest in quality companies that offer value. We add another factor, momentum, to further improve our risk/return equation. We have developed this philosophy and research process over 25 years and our track record is evidence that it works.

WHY BLUEBIRD?

STRONG TRACK RECORD

The Director, Bill Keenan, has over 25 years experience in portfolio management and investment research, with experience managing money and being accountable. More importantly, Bill has a solid track record. At the time Bill left Lonsec in June 2017, the Lonsec Core Model Portfolio had delivered a 15 year total return of 10.6% p.a. vs the ASX 200 total return of 8.6% p.a. with a portfolio beta of 0.9, meaning the portfolio added 2.0% p.a. in value, whilst also reducing portfolio risk.

LOW COST

Bluebird portfolios and research services are available under an innovative fixed fee-for-service model or a low cost portfolio manager fee. The value proposition is high standard portfolio management at a fraction of the cost of Australian Equity Fund Managers.

UNIQUE INVESTMENT PROCESS

What does a broker report with a 12 month buy target tell you about the quality of the company, the risk/return equation of the stock and its short-term and long-term trend?  
Bluebird's investment process puts every stock in the ASX 200 through a thorough quality and risk rating. We then determine a minimum required return for the stock and assess whether the company can generate this return, over a 10 year holding period. Finally, we assess the momentum of the stock, preferring to see at least some short-term momentum before investing.

HERE FOR THE LONG TERM

Bluebird is privately owned and can be relied upon to be available every business day to answer your queries via email and mobile, over the long term. We won't resign or move to another firm, leaving you without investment support.

WHAT CLIENTS ARE SAYING

"We chose Bluebird as we valued the highly professional and conflict free portfolio guidance. Bluebird is a value for money, high touch, rapid response portfolio service."

—  Tony Catt, Director, Catapult Wealth, Adelaide

GET IN TOUCH

0403534426

03 8840 7886

LEGALS

General Securities Advice Warning

Bluebird Portfolio Services only provides general securities advice. It does not provide personal advice that takes into consideration an investor's objectives, financial situation or needs. Before acting on our advice, investors should consider the appropriateness of the advice, having regard to the investor's objectives, financial situation and needs. Further, the investor may require more information than contained in our research report to make an informed decision. See Bluebird's Disclaimer, Disclosures and Warnings at the end of Research Reports for further information.

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