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

The S&P/ASX 300 Accumulation Index returned -8.41% for the December quarter, with Utilities and Consumer Staples the top performing sectors and Consumer Discretionary and Energy the weakest performers for the period. The Australian market pulled back aggressively during the December quarter falling -8.41%, outperforming global indices. We ascribe the better relative performance to the fall. Read more...

The S&P/ASX 300 Accumulation Index returned -2.18% for the month of November, with Financials and Information Technology the top performing sectors and Materials and Energy the weakest performers for the period. The Australian market bucked the trend of key global markets which rose modestly during November. The reason for the divergence was our markets’ heavy. Read more...

The Australian S&P/ASX200 index was 6.1% weaker in October, its worst performance since August 2015. Utilities and Information Technology were the top performing sectors, with Financials and Materials the weakest performers for the period. The Australian market was following the lead of global markets where we saw a general risk-off environment.This was the first material pull-back. 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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