Estate planning gives you a final say
8th October 2024
Wealth Management Portfolios
Economic Update
Market Update - August 2024
– August Market Snapshot – Share markets finished in positive territory following a significant correction early in the month. Bond yields continued to drift lower, as expectations of a cut in US cash rates firmed. The $A appreciated as prospects…
Portfolio Factsheets
(July 2024)
Market Update - August 2024
– August Market Snapshot – Share markets finished in positive territory following a significant correction early in the month. Bond yields continued to drift lower, as expectations of a cut…
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…
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.