Managed Portfolios Access to Laverne, Lonsec and Bluebird model portfolios
MDAs (Managed Discretionary Accounts) are a form of investment fund management service with a distinct legal framework. They enable advisors and/or financial institutions to trade on behalf of clients on selected model portfolios at a discretionary level, making investment much more effective and agile.
The term discretionary refers to the MDA provider's right to buy or sell securities (stocks, shares, controlled funds, and so on) on behalf of the client, based on the previously agreed-upon investment mandate of the client's account.
SIGNUP
Benefits of Managed Portfolios
Professional management
the MDA provider manages the investments on a daily basis. This means you'll have less decisions to make and less paperwork to go through.
Transparency
MDA platforms allow you to see all of the assets in your account. You can see your fees and costs, as well as the performance of your investments. Look for an MDA that has this capability.
Flexibiltiy
To react quickly to market changes, the MDA provider may buy or sell assets.
Monitoring
Under the guidance of Investment Managers, MDA providers helps you manage your funds.
Investment Process
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Evaluate your investment objectives
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Choose a portfolio based on your risk profile
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Obtain your Statement of Advice
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Invest in your portfolios of choice
Talk to us today about portfolio
Portfolio Highlights
Portfolio Performance
52.00 %
US Stock Market
28.00 %
Global ex-US Stock Market
16.00 %
Total US Bond Market
4.00 %
Global Bonds (Unhedged)
Fund Asset Allocation
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Fees Structure
| PORTFOLIO NAME | Portfolio Construction fee (A) | Fund Manager Fee (B) | TOTAL FEE(A+B) |
|---|---|---|---|
| Education Scheme | $120.00 | $120.00 | $240.00 |
| Saving Scheme | $120.00 | $120.00 | $240.00 |
| Growth Fund | $120.00 | $120.00 | $240.00 |
| Australian Shares | $120.00 | $120.00 | $240.00 |
| High Growth Fund | $120.00 | $120.00 | $240.00 |
Key Risks of SMA
Ownership and investment decisions
the MDA provider may make investment decisions you do not agree with. If it's in line with the investment program, you still have pay for the investment
Changes in financial situations
the MDA provider makes investment decisions based on an agreed investment program. If your financial situation changes and you don't update them, the provider could make decisions that no longer
Management fees
fees and costs can add up quickly and reduce your investment returns.