Wealth Management Portfolios

Economic Update

Market Update - January 2024

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 large decline recorded over November and December. The $A depreciated…
Market Update - January 2024

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…
Market Update - December 2023

Market Update - December 2023

– December Market Snapshot – December followed the pattern set in November, with lower bond yields triggering a further rally on equity markets. The Australian equity market significantly outperformed the…
Market Update - November 2023

Market Update - November 2023

– November Market Snapshot – Following 3 months of increase, bond yields fell sharply over November, in response to a lowering of inflationary pressure. The fall in bond yields triggered…

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.

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

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