Wealth Management Portfolios
Economic Update
Market Update - May 2024
– May Market Snapshot – Share markets rebounded in May following April’s decline. Slightly better than expected inflation results in the U.S. led to lower bonds yields. The $A strengthened over the month, despite further signs of economic weakness locally.…
Portfolio Factsheets (May 2024)
Market Update - May 2024
– May Market Snapshot – Share markets rebounded in May following April’s decline. Slightly better than expected inflation results in the U.S. led to lower bonds yields. The $A strengthened…
Market Update - April 2024
– April Market Snapshot – Share markets ended a 5-month winning streak and lost ground over April. Higher than expected inflation in the U.S. was the primary driver of the…
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…
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.
See Elston Hunter Wealth Portfolio PDS here.