MANAGED ACCOUNTS PIONEER

Managed accounts are not new in the Australian market. Neither are we.

Australian equity managed accounts specialist

Since 2005, we have built and managed Australian equity separately managed accounts (SMAs) and individually managed accounts (IMAs) for individual investors and institutions.

As a dedicated managed accounts specialist, we are not distracted by other investment products. Instead, we maintain an unwavering focus on looking after tax-effective, low-turnover SMA and IMA portfolios which, over the long term, have delivered our clients superior investment outcomes.

Our portfolios

MONTH TO 31 JULY 2018 | The S&P/ASX 300 Accumulation Index returned 1.31% for the month of July, with Financials and Industrials the top performing sectors and Consumer Staples and Materials the weakest performers for the period. The domestic and global economies are expected to continue to provide reliable if unspectacular growth over the next. Read more...

QUARTER TO 30 JUNE 2018 | The Australian S&P/ASX300 index delivered a solid performance of 8.5% during FY18. This was below the key US indices, but is reflective of the weight of the banks in the index which are facing headwinds.  The domestic and global economies are expected to continue to provide solid, if unspectacular. Read more...

MONTH TO 31 MAY 2018 | The S&P/ASX 300 Accumulation Index returned 1.19% for May, with Health Care and Materials the top performing sectors. The Australian market has pulled back to be trading roughly in line with its longer-term averages, however, this masks a considerable divergence in performance between sectors. Growth stocks and companies perceived. Read more...

Managed accounts in demand

“There is no question financial advisers are increasingly turning to managed accounts. As a specialist SMA provider, we have been in the game for over a decade and can attest to the surge in demand. What makes managed accounts a win for advisers? Well, because it’s a win for clients. For investors, SMAs are professionally managed, transparent, tax efficient and directly owned.”

Andrew Stanley
Head of Australian Equities

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