Solutions Traditional Investing
A conventional framework approached differently
Our Traditional managed account portfolios are labelled as such because of the traditional advice process they were designed for. But our distinctive approach to building portfolios makes them anything but conventional.
They are offered across five risk profiles (conservative through to high growth) and the strategic/long term asset allocation (SAA) acts as our risk constraint in the portfolio construction process.
They were launched in 2012 and have one of the longest track records in the multi-asset managed account space in Australia. Our track record shows the consistency of our investment process and the robustness of our performance through diverse market environments.
Investment management fee on all portfolios: 0.359%*
*This doesn’t include the fees of any underlying investments, but includes platform RE fees.
Conservative
Managed Account
Availability:
HUB24, Netwealth & BT Panorama
| Risk | Timeframe | Objective | Performance | Strategic Asset Allocation |
|---|---|---|---|---|
| Low to medium | 3 Years | RBA cash + 1.5% | HUB24 Netwealth BT Panorama | Growth 27% Defensive 73% |
Moderately Conservative
Managed Account
Availability:
HUB24, Netwealth, BT Panorama & CFS FirstWrap
| Risk | Timeframe | Objective | Performance | Strategic Asset Allocation |
|---|---|---|---|---|
| Medium | 5 Years | RBA cash + 2.5% | HUB24 Netwealth BT Panorama CFS First Wrap | Growth 48% Defensive 52% |
Balanced
Managed Account
Availability:
HUB24, Netwealth, BT Panorama & CFS FirstWrap
| Risk | Timeframe | Objective | Performance | Strategic Asset Allocation |
|---|---|---|---|---|
| Medium to high | 6 Years | RBA cash + 3% | HUB24 Netwealth BT Panorama CFS First Wrap | Growth 68% Defensive 32% |
Growth
Managed Account
Availability:
HUB24, Netwealth, BT Panorama & CFS FirstWrap
| Risk | Timeframe | Objective | Performance | Strategic Asset Allocation |
|---|---|---|---|---|
| High | 7 Years | RBA cash + 4% | HUB24 Netwealth BT Panorama CFS First Wrap | Growth 88% Defensive 12% |
High Growth
Managed Account
Availability:
HUB24, Netwealth & BT Panorama
| Risk | Timeframe | Objective | Performance | Strategic Asset Allocation |
|---|---|---|---|---|
| High | 8 Years | RBA cash + 5% | HUB24 Netwealth BT Panorama CFS First Wrap | Growth 98% Defensive 2% |
We have a Superior (4 & ¼ star) rating with SQM research
Please get in contact to request a full copy of the report.
SQM Research Disclaimer
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913.
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs.
You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
For a copy of the full SQM research report on our risk defined portfolios please contact us and request a copy here.
