Specialist services, unique portfolio offerings

Beulah is a specialist provider of investment management services across the range of asset classes including Australian equities, international equities, listed property, fixed interest, bonds, cash, derivatives and foreign exchange.

We have designed a range of in-house strategies to achieve specific objectives, such as maximising income, protecting capital, and enhancing capital growth. Our client base includes foundations, not for profit organisations, independent financial advisers, individuals and self managed superannuation.

Beulah has developed the following portfolios:

Australian Shares Growth

Conservative

Australian Shares Income

Balanced

Takeover Target

Growth

International Equities

Growth Plus

PERFORMANCE SUMMARY