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21st January 2025
Wealth Management Portfolios
Economic Update
Market update - December 2024
Market Update – December 2024 2024 Annual Review – Another “abnormally” strong year for investors It was another impressive year for share market investors with calendar 2024 delivering average returns on global developed markets of just over 20%. This is…
Portfolio Factsheets
(November 2024)
Market update - December 2024
Market Update – December 2024 2024 Annual Review – Another “abnormally” strong year for investors It was another impressive year for share market investors with calendar 2024 delivering average returns…
Market update - October 2024
Market Update – October 2024 – October Market Snapshot – Bond yields jumped sharply in the lead up to the US election. Equity markets recorded small losses, with listed property…
Market Update – October 2024 1
– October Market Snapshot – Bond yields jumped sharply in the lead up to the US election. Equity markets recorded small losses, with listed property underperforming. The $A fell as…
Managed portfolios are designed to deliver a flexible and efficient means of investing and gaining exposure to different asset classes.
A managed portfolio is a notional portfolio of assets with a stated investment objective that will guide its management. Your portfolio will be managed as far as practicable to reflect the managed portfolios you select.
Managed portfolios may provide:
- transparency in terms of:
- viewing the underlying assets in your Portfolio
- tracking any changes made to your Portfolio
- reviewing the performance of the underlying assets as well as your Portfolio as a whole
- potential for more efficient management of your tax, by holding a beneficial interest in the assets in your Portfolio
- oversight of your investment, as you have more information about the underlying assets, on-going management and performance of your Portfolio.
See Wealth Managed Portfolios PDS here.
See Elston Hunter Wealth Portfolio PDS here.