Invest alongside our experts

Generating long-lasting value through wealth managed solutions.

Thomas Silitonga
Asset Management Director

Rivkin Managed Investments

Wholesale

Improving the wellbeing of our clients and their families – our aim is to align our objectives to our clients’ unique needs.

We have developed an ecosystem that integrates a comprehensive pool of managed wealth solutions to preserve and grow the wealth of our clients while effectively managing the risks that might arise in a constantly evolving and challenging investing environment.

  • EQUITIES
  • PRIVATE EQUITY
  • PROPERTY FUND

Rivkin invests its money alongside our clients. We focus on long-term results, aiming for capital preservation and growth by implementing risk-adjusted models to manage market volatility.

Rivkin asset management solutions has developed a wide range of products to cater multiple investment needs and enable our people to benefit from the growth of the stock-markets in Australia and in the US. Our team of experts are here to reassure our clients that their expectations are met in terms of financial return, portfolio diversification and risk management.

Managed Accounts

Low Volatility

A diversified portfolio that invests across four negatively correlated asset classes.

Local Balanced

A portfolio of listed Australian equities with a focus on quality and momentum characteristics.

Defensive Income

A diversified portfolio of Australian equities, combining strategies focusing on generating income, event-driven opportunities and stocks with attractive value multiples.

Unlisted Managed Funds

Australian Equity Fund

Aims to produce positive average annual returns while seeking to maintain a level of volatility lower than that of the S&P/ASX 200 Accumulation Index.

Global Equity Fund

Aims to produce positive average annual returns while seeking to maintain a level of volatility lower than that of the S&P100 and Nasdaq100.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

Rivkin has evolved substantially over the years, and we are continually reviewing new opportunities in response to our clients’ needs.

We thrive in collaboration; therefore, we have partnered with highly reputable and experienced firms to build an ecosystem that integrates a wide spectrum of solutions and multiple-assets in one place. We believe that diversification is key to assist investors in their journey to achieve their goals and mitigate risks.

In recent years, we have expanded our offering to include access to unlisted assets. Leveraging from our strong network, we have partnered with Belay Capital to offer Private Equity Opportunities. Private equity invests in companies that are not publicly traded with great potential on achieving positive returns on investment. Unlike Venture Capital firms, PE typically invests in companies further along in the life cycle of the unlisted company.

Sunshine Hospital

• Strong potential and growth around the health care sector in Australia, which is strongly supported by government policies

• Staged approach to growth at the centre of the Sunshine Health & Wellbeing Precinct with low competition in the area

• Proven Senior Management team

Please note this offer has now closed. For more information please contact us.

Maths Pathway

• Increasing interest on the EdTech sector on a post Covid-19 world

• End-to-end in-school teaching system, supported by a comprehensive SaaS platform in a market largely untapped

• Lesser risk ok illiquidity for being an existing business

Please note this offer has now closed. For more information please contact us.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

Complex product warning: Private Equities is considered a complex product. Complex products carry significant risk and are not suitable for all investors. We recommend seeking professional advice to ensure trading or investing in such products is appropriate for you.

Rivkin has evolved substantially over the years, and we are continually reviewing new opportunities in response to our clients’ needs.

The Rivkin family has invested in Commercial Property for some time. We want to share our success by extending this Wholesale opportunity to our members to invest alongside us in an asset class that we believe has excellent upside given the current landscape.

We have partnered with leading commercial property agents in the eastern suburbs of Sydney, to offer the Rivkin Wholesale Property Fund.

Rivkin Wholesale Property Trust

The trust aims to generate attractive risk-adjusted returns over the medium to long term through exposure to a portfolio of Australian Commercial Property assets.

Target return: 10% p.a. over the long-term (distributions and capital growth)

Our strategy to select the properties to select the properties the trust is investing, is ideally suited to the current environment. i.e. buying empty or end-of-lease commercial suburban real estate. We anticipate a strong recovery in Australia following the significant fiscal and monetary stimulus. In addition we expect strong rental growth within the portfolio based on the areas we will be looking to invest in.

Please note that this offer is currently open. For more information please contact us.

Disclaimer: Please note that this is only available to wholesale clients. Please check the relevant requirements to know if you qualify.

FAQs - Unitized Unlisted FAQs

These products are only available for wholesale clients. To qualify as a wholesale investor, you need to obtain a certificate issued by a qualified accountant that verifies you meet one of the following criteria:

  • I am investing $500,000 or more into an opportunity, reference to section 708(8)(a) or (b) or 761G(7)(a) of the Corporations Act; or
  • I have net assets of at least $2.5 million, or I have a gross income of $250,000 or more for each of the last 2 financial years
  • I control a company or trust and meet one of the requirements listed above
  • I am a “professional investor” or a “sophisticated investor” as defined in the Corporations Act

The minimum investment amount is AU$500,000. Our investment strategies are designed to generate results in the long-term (3 to 5years). However, you are free withdraw your investment at any time.

Most of our trades are conducted through CMC Markets with exemption of the Rivkin Global Equity Fund that uses Macquarie.

We draw on the significant experience within Rivkin’s investment team leveraging from a wide variety of tactical investment strategies. You will be provided with login details to have full visibility of your accounts, track your investment and generate relevant reports. We are always accessible and willing to engage with our clients to understand their needs and address their concerns in and efficient manner.

Managed Accounts:

  • Client retains full ownership of the securities
  • Full visibility over account holdings and transactions
  • Access to your money- just a phone call away
  • Fair Fees

Unlisted Managed Funds:

  • Unitised structure
  • Easiness to track investment value though a single number (unit price)
  • Lower trading costs
  • Access to your money- just a phone call away
  • Fair Fees

Rivkin Managed Solutions

→ Invest with Confidence

Rivkin has been guiding Australian investors for more than 5 decades. Our strong legacy and a combined experience of more than 100 years from our investment team have been key to capture investment opportunities based on a wide array of investment objectives and risk profiles.

→ Client-centric Approach

Our clients’ needs are at the core of what we do. Rivkin is proud of our family values. We live by transparency, integrity and respect. Our aim is to provide a premium quality service and a seamless experience to our clients.

→ Focused on Outcomes

Our holistic and tactical approach towards investing allows us to adapt our strategies according to the market stage, explore multiple avenues for growth and actively manage your investment. Our investments are carried out with the highest levels of compliance in an evolving risk and regulatory landscape.

Hear it from our members

Rivkin Managed Investments

Model portfolios with Mainstream SMAs

We also have a solution for those that are not wholesale and/or sophisticated investors. Retail clients can get a managed account through Mainstream Separately Managed Accounts to follow our proven strategies. Rivkin Securities is listed as a portfolio manager to run 4 portfolios. Each portfolio is designed for a different type of investing objectives ranging from growth to income.

Separately managed accounts (SMAs) are structured to provide each client with their own account but delegate the responsibility of management, maintenance and monitoring to a third party. Key benefits:

  • Your portfolio is managed by our Rivkin experts
  • By handing over the control to us, you don’t miss out on any recommendations / trades
  • Minimise costs by obtaining institutional brokerage that are not typically available to individual investors
  • No upfront costs- Management and performance fees are deducted from your account on a monthly basis

ASX Growth

The ASX growth portfolio will source stocks from within the ASX200 and be a combination of stocks generated from our ASX Momentum and ASX Value strategies focused on capital growth

US Growth

The US Growth portfolio will source investments from within either the S&P100 or Nasdaq100 and be a combination of stocks generated from our US Momentum and US Value strategies focused on capital growth

The ASX Income Portfolio

The portfolio has meaningful exposure to large-cap high dividend-paying stocks. The portfolio is predominantly comprised of two underlying strategies, being our Blue-chip and Event trades.

The Low Volatility Portfolio

Invests in ASX listed Exchange Traded Funds (ETFs), using a multi-asset approach (equities, bonds, gold, and cash)

Please download the product disclosure statement to decide if this product is right for you:

This PDS has been prepared and issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) as responsible entity and the issuer of units in the Mainstream Separately Managed Account. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available on www.rivkin.com.au, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

All opinions and estimates constitute judgments of Rivkin and are subject to change without notice. These statements should therefore not be relied upon as an accurate representation or prediction as to any future matters. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.

PERPETUAL BEING THE ISSUER AND RESPONSIBLE ENTITY UNDER The Trust Company (RE Services) Limited (Perpetual, Responsible Entity, RE, we, us or our), part of the Perpetual Group ABN 45 003 278 831 AFSL No 235150

Rivkin - Perpetual

Perpetual is the
responsible entity

This means Perpetual has overall responsibility for compliance of the SMA structure
Rivkin Managed

Rivkin is the appointed
model manager by Perpetual

This means Rivkin is responsible for the security selection within the model portfolios
Rivkin Mainstream

Mainstream is the
administrator of the scheme

This means Mainstream is responsible for holding the assets and tracking investor transactions

FAQs - Mainstream

The minimum investment into this product varies from $40,000 to $70,000 depending on the portfolio of your preference. Although we recommend following for the long term to reduce the impact of short-term market fluctuations, there is no restriction on when you can redeem your investment. Please refer to the PDS for further details.

All fees will automatically be debited from the SMA account. The manager will maintain a sufficient cash balance in the account to cover any necessary fees and charges. Please refer to the PDS for further details.

The SMA operates with a custodial arrangement whereby Mainstream holds the securities under its HIN but the investor has beneficial ownership. This means the investor retains most of the rights that a direct holder would have, such as rights to dividends and franking credits. The main difference is that company correspondence for corporate actions or other events would come through the custodian.

Dividends will be paid automatically into the SMA account. These will be automatically reinvested into the portfolio in the weeks following receipt.

All clients have access to an online portal which will show all relevant information about their investment including portfolio holdings, cash balance and trading activity. Performance over any selected time period can also be viewed.

Mainstream is the administrator and custodian of the SMA product. This means it performs all of the trade reconciliation and other admin tasks necessary to keep track of client accounts. This means Perpetual, as the issuer and responsible entity, has overall responsibility for compliance and governance of the product.

Get in touch with us today to discuss your needs

For a free, exploratory consultation, simply enter your details and we’ll be in touch within one business day. Our team of dedicated professionals are standby and ready to help.