Wealth Management Portfolios

Economic Update

Market Update - April 2024

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 equity market decline. Inflation also triggered higher bond yields, as…
Market Update - April 2024

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

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

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.…

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.

Our Target Market Determinations (TMD) for each portfolio can be accessed below:

We look forward to working with you to achieve your goals.