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 6.01% for the month of February, with Financials and Materials the top performing sectors and Consumer Staples and Utilities the weakest performers for the period. We remain defensively positioned, but will switch back into good quality cyclical stocks as we gain confidence sufficient stimulus will be provided. The portfolio. Read more...

The S&P/ASX 300 Accumulation Index returned 3.87% for the month of January, with Materials and Energy the top performing sectors and Utilities and Financials the weakest performers for the period. The Australian market rebounded in January from four consecutive months of negative returns to finish 3.9% higher. The strong gains in the oil price led. Read more...

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...

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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