Direct ownership of securities that you can see in a professionally managed portfolio
Our managers are carefully selected for their ability to run concentrated active portfolios. Through separately managed accounts (also known as managed discretionary accounts), you have complete portfolio visibility and administration efficiency.
Reach markets and opportunities across the world
WHAT YOU GAIN
Purchase direct securities listed on most global exchanges, or use managed funds or Separately Managed Accounts.
Australia makes up only 3% of the global market capitalisation. Gain the global diversification your clients seek.
Hold currencies in other countries. Manage foreign currency risk within client portfolios.
Buy options and commodities futures in select markets. Apply a greater focus on risk management.
An active strategy focused on regular income and capital stability
The Credit Fund aims to generate returns in excess of 3.5% pa above the RBA Cash Rate after fees and expenses.
Which means higher liquidity and peace of mind.
Historical returns that have outperformed its benchmark coupled with low volatility.
An Australian fixed income model portfolio providing transparency
The Australian Fixed Income Model Portfolio aims to generate returns in excess of 2% pa above the RBA Cash Rate after fees.
Invests in unlisted and listed Australian fixed income securities which means higher liquidity and peace of mind.
It combines professional investment management with custody, execution, administration and complete reporting.
Mason Stevens for Advisers