Quarterly Investment Update from the AAN Asset Management Investment Committee – Q1 2025
April 30, 2025
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Disciplined. Transparent. Experienced.
AAN Asset Management - where compounding growth meets downside discipline
Our investment philosophy and disciplined approach have been central to helping investors build wealth for nearly 20 years, with the current models delivering for investors for over 10 years. Our negotiated pricing keeps total costs low — no fees paid to AAN Asset Management and 100% of all manager rebates are passed back to you – so more of your returns stay invested and compounding. We know what’s important and we’re always looking for ways to strengthen our models.
New Pricing: meaning the Net Model fees have reduced to:
| AAN Core | AAN Growth | AAN – Core Index | AAN – Index Growth | |
|---|---|---|---|---|
| New Model Fee | 0.14% | 0.15% | 0.09% | 0.09% |
Total model fee equals net model fee plus Indirect Cost Ratio (ICR) as per the Product Disclosure Statement (PDS) – see the Praemium Super Investment Guide and the Praemium SMA Model Portfolio Menu dated 1 May 2026 for details.
Our customised investment solutions provide investors with diversified portfolios tailored to their specific needs and goals. Our ability to build scale has allowed us to negotiate reduced pricing and our commitment to partnering with leading investment consultants includes adding Quilla Consulting (Quilla) to our Investment Committee. As a member of the Investment Committee, Quilla will supply inputs into the models and provide depth of expertise in manager capability, to help support the Investment Committee decisions. AAN Asset Management maintains ultimate voting and control of the models.
Benefits of our investment models
Diversification
The aim is to reduce risk while maximising performance through selection of managers and portfolio rebalancing.
Professionally Managed
Award winning professionals are behind you every step of the way.
Best value
We have negotiated discounts from leading global managers and these savings will be passed down to clients.
LOW BROKERAGE
We are dedicated to passing on maximum savings to the client in every way possible with low brokerage fees.
Customised for clients
Investments will always be unique to the client’s individual needs
and goals.
Exclusive
Each of the models was exclusively developed for clients of the Australian
Advice Network.
Investor Representation
The Investment Committee comprises professional representatives for the investor.
Transparency
All AAN Asset Management processes are designed and implemented knowing that complete transparency is paramount for both the adviser and investor.
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The information contained in this document is published by AAN Asset Management, Corporate Authorised Representative (1316980) of Australian Advice Network Pty Ltd (AFSL 472901 ABN 13 602 917 297). The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation and objectives. The information provided herein may not be appropriate to your particular financial circumstances and we encourage you to obtain advice from your financial adviser before making any investment decisions. Please be aware that investing involves the risk of capital loss and past results are not a reliable indicator of future performance and returns. AAN Asset Management Pty Ltd makes no representation and give no accuracy, reliability, completeness or suitability of the information contained in this document and do not accept responsibility for any errors, or inaccuracies in, or omissions from this document; and shall not be liable for any loss or damage howsoever arising (including by reason of negligence or otherwise) as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader should rely on this document, as it does not purport to be comprehensive or to render personal advice. Please consider the Product Disclosure Statement and Investment Guide before investing in the product.