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Offering a range of investment products to suit your needs

Our Services

A world of opportunity

Evans and Partners Asset Management have a dedicated team of investment professionals with significant experience in managing funds and portfolios in their respective asset classes. 

Through their expertise and the capability of our established infrastructure we are able to offer a diverse range of investment products to suit the needs of clients. 

Investors can choose from a variety of asset classes and product types including direct equities (both Australian and international), managed funds, bonds (government and corporate) and hybrid securities. 

Australian equities

Through our services, Evans and Partners clients can invest in domestic equities either directly, or through one of our managed portfolio. Our highly credentialed research team covers a wide range of stocks to support clients in making informed and effective investment decisions. 

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International equities

Our international managed fund and managed discretionary account service are run by the International Equities team based in Sydney who follow a conservative approach described as traditional, fundamental value investing.

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Fixed interest

There is a wide range of fixed interest investments that are readily accessible. These vary from cash and term deposits, to government and corporate bonds and hybrid securities, all of which vary in time frame, return and risk profile.

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Discretionary portfolio service

Our discretionary portfolio service evolved to meet the needs of our clients that lacked the time, interest and/or authority to access the ideas/advice of our firm on an ongoing advisory basis (i.e. security by security). 

The service offers clients professionally managed portfolios across the three key asset classes of Australian equities, international equities and fixed income and currently have funds under management in excess of $1.3 billion. 

The service offers the following portfolios:

  • Australian Equities Income and Growth Portfolios
  • Australian Equities Zero Tax Portfolio
  • Defensive Plus and Diversified Fixed Income Portfolios
  • International Focus Portfolio
  • Global ETF Portfolio
  • Global Healthcare Portfolio

We provide monthly and quarterly performance reports to clients who wishing to receive them, and as investors, the opportunity to speak first hand to our managers at our many lunches and presentations.