Who we are

Advance is a manager of investment managers – and we have been for more than two decades.

At Advance we hand-pick investment managers in the market to create a unique suite of investment solutions, including diversified portfolios, single sector multi‑manager funds and single manager options, that deliver the best risk/return balance for our investors.

Why Advance

• We offer investors a wide choice of quality investments and the security of ongoing monitoring and analysis.
• Our Advance Investment Solutions team provides in-depth analysis of investment funds and the managers behind them, with the aim of offering broad diversification, quality risk management and access to some of the worlds best investment managers – without having to do it all the investigation yourself.
• Our blended multi-manager portfolios offer greater diversification, while benefiting from active investment management and the potential to achieve sustainable outperformance over the longer term.
• Our single manager options offer exclusive access to a range of leading investment managers.

With a dedicated team of skilled and experienced professionals performing an ongoing investigation into the funds, investors can spend less time worrying about market and manager fluctuations and more time enjoying the more important things in life.

Award winning

Our investment process is tried and tested, and acknowledged by our peers as best practice.

Advance won ‘Multi-Manager of the Year’ at the Money Management Fund Manager of the Year awards 2009 judged by independent research house Lonsec.

In January 2010, Lonsec also upgraded the Advance Multi-Blend Funds to Highly Recommended*. In its overall assessment, "Lonsec has upgraded the Advance Multi-Manager Funds to ‘Highly Recommended’ reflecting the manager’s well established and thorough manager research process, solid portfolio construction techniques, strong SAA culture and well resourced team."

   

Advance’s manager of managers expertise is available across investments, superannuation and retirement fund structures.

A member of the BT Financial Group

On 1 December 2008 Advance became a member of the BT Financial Group (BT) - the wealth management arm of the Westpac Group.

Key BT facts

The combination of BT Financial Group and St.George's wealth management businesses means:

• BT is the largest administrator of superannuation, retirement and investments in Australia (measured by funds under administration), with more than $75 billion in total investments.**
• Our BT Wrap and Asgard investment administration platforms are used as an investment hub by over 10,000 advisers around Australia.
• We manage corporate superannuation plans for over 26,000 employers across Australia, with over 550,000 plan-members. ***
• Our insurance business provides general and life insurance protection to more than 1 million Australians.

* The 'Highly Recommended' rating applies to the Advance Multi-Blend Funds only. The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned January 2010) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.

**Source: Plan for Life QDS; March 2009; All Retail Products (Admin)

***As at end March 2009