Odyssey Funds Management builds wealth through investment in the Australian equities market. We offer investors the opportunity to work in partnership with an experienced, successful and independent fund manager. This service is provided through a range of Individually Managed Accounts (IMAs).

Our Market Focus

We focus on the Australian equity market because we believe a carefully constructed equity investment portfolio can outperform other asset classes over the long-term.

Our Services

We currently offer the following investment services.

Individually Managed Accounts (IMA): An IMA is a highly transparent, personalised form of investment service that combines the ease of use of a managed fund, with the flexibility of direct share ownership.

Our service is directed at qualifying wholesale, professional or sophisticated investors, as per the Corporations Act.

Capital Protected IMA’s: Similar to a standard IMA, however we arrange portfolio protection insurance for clients, allowing clients to leverage up to the value of the protection.

Our People and Experience

Our investment team has extensive experience. Over the last seven and ten years respectively, the principle managers have returned 18% and 19% per annum (*), outperforming the benchmark ASX200 index which has returned 12.2% pa over 10 years.

Our Investment Process

At Odyssey we understand that superior investment performance is achieved through the application of rigorous and consistent investment principles. Like Odysseus, we expect to find opportunity in adversity, value in what has been thoughtlessly discarded and rewards in patience.

• Persistent Value Discipline: We apply rigorous investment criteria to all companies listed on the Australian Stock Exchange. Our process is designed to find companies that have reliable ongoing businesses that will produce capital growth and increasing dividends over many years.
• Vigilant Risk Management: We understand that the preservation of capital is of paramount importance to our clients, and we seek to develop a reliable income stream and growth for our clients portfolios.
• Consistent and Transparent Information: We seek to provide our clients with a ‘no surprises’ experience – and aim to keep clients as fully informed as they wish to be. Aside from regular reviews, clients and their advisors have on line access to their portfolio and are provided with a year-end tax summary.