Blairs%20Burleigh_edited.png

ABOUT

Hamilton12 focuses on creating rules-based investment strategies of tradable securities, designed to help institutional investors achieve better risk-adjusted returns at lower cost.

We offer large asset owners a transparent and disciplined way to increase returns, minimise risk and reduce expenses on a persistent basis.

 

Our portfolio construction approach is grounded in a rigorous understanding of portfolio theory, market segmentation and the impact of taxation on investment returns.

OUR STRATEGIES

 

HAMILTON12 AUSTRALIAN DIVERSIFIED YIELD INDEX (SUPERANNUATION)*

Franking credit adjusted total returns are based upon a 15% income tax rate.

* Indices are available that incorporate the benefits of franking credits on a daily and annual basis.

HAMILTON12 AUSTRALIAN DIVERSIFIED YIELD INDEX (TAX-EXEMPT)*

Franking credit adjusted total returns are based upon a 0% income tax rate.

* Indices are available that incorporate the benefits of franking credits on a daily and annual basis.

HAMILTON12 AUSTRALIAN DIVERSIFIED YIELD GROSS TOTAL RETURN INDEX^

Calculations of total returns do not incorporate tax on dividends, nor do they incorporate the benefits of franking credits.

^ A version of the index based upon prices only is also available.

Unknown_edited.png

HAMILTON12 TEAM

Who We Are

IMG_9510_edited_edited_edited.jpg

DR. JASON HALL

Co-Founder

RICHARD MCDOUGALL

Co-Founder

Healthia_180516-_NBP5466_Damian%20Vassal

DAMIAN VASSALLO

Co-Founder

 

HAMILTON12 ADVISORY BOARD

Who We Are

2021 Headshot - Michael Drew Colour CROPPED_edited.png

PROF. MICHAEL DREW

TimHiRes_edited.jpg

ASSOC. PROF. TIM KASTELLE

Adam%252520Walk_web_8002_edited_edited_edited.jpg

DR. ADAM WALK

 
Image by Tomek Baginski

ENQUIRIES

Thanks for submitting!

 

CONTACT US

BRISBANE

Level 18
344 Queen Street
Brisbane Qld 4000
Australia

ANN ARBOR

315 West Huron Street
Suite 140B
Ann Arbor  Michigan 48103
United States of America

 

Disclaimer

This website does not constitute an offer to sell, a solicitation of an offer to buy or a recommendation of any security by Hamilton12 or any of its affiliated third parties.  Hamilton12 makes no representation to the accuracy of the information contained on this website.

The Hamilton12 Australian Diversified Yield Index ("the Index") is the property of Hamilton12 Pty Ltd, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors (collectively, S&P Dow Jones Indices). S&P Dow Jones Indices will not be liable for any errors or omissions in calculating the Index. 􏰇Calculated by S&P Dow Jones Indices􏰈and the related stylized mark(s) are service marks of S&P Dow Jones Indices and have been licensed for use by Hamilton12 Pty Ltd. S&P® is a registered trademark of Standard & Poor's Financial Services LLC ("SPFS"), and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones).

Hamilton12 Pty Ltd (ACN 626 045 412)., AFS Representative #: 001284205 is an Authorised Representative of         

Taupe Financial Services Pty Ltd (ABN 79 124 371 991)., AFS License #: 344203.

All rights reserved Hamilton12 Pty Ltd (ABN 72 626 045 412).