Wealth Management Portfolios

Managed portfolios are designed to deliver a flexible and efficient means of investing and gaining exposure to different asset classes.

A managed portfolio is a notional portfolio of assets with a stated investment objective that will guide its management.  Your portfolio will be managed as far as practicable to reflect the managed portfolios you select.

Managed portfolios may provide:

  • transparency in terms of:
    • viewing the underlying assets in your Portfolio
    • tracking any changes made to your Portfolio
    • reviewing the performance of the underlying assets as well as your Portfolio as a whole
  • potential for more efficient management of your tax, by holding a beneficial interest in the assets in your Portfolio
  • oversight of your investment, as you have more information about the underlying assets, on-going management and performance of your Portfolio.

See Wealth Managed Portfolios PDS here.