Market Update – March 2024
23rd April 2024
Wealth Management Portfolios
Economic Update
Market Update - March 2024
– March Market Snapshot – Global equity markets posted further gains over March, with sector leadership switching to property and materials. Bond yields fell slightly, reversing some of the increase of the previous two months. The Australian dollar was firmer…
Portfolio Factsheets (February 2024)
Market Update - March 2024
– March Market Snapshot – Global equity markets posted further gains over March, with sector leadership switching to property and materials. Bond yields fell slightly, reversing some of the increase…
Market Update - February 2024
– February Market Snapshot – The rally in global equities continued over February, with positive earnings results in the U.S. technology sector being the main catalyst for continued price growth.…
Market Update - January 2024
– January Market Snapshot – Equity markets consolidated the large gains made in late 2023, with valuations advancing further in January. Bond yields reversed a small portion of the…
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.