MANAGED PORTFOLIOS
WEALTH SOLUTIONS
Discover how to streamline and create efficiencies in your client portfolio management.
Managed Portfolios are an efficient and cost-effective approach for investing in a broad range of asset classes.
Managed Portfolios, (also known as Separately managed accounts or SMAs) are a great way of investing directly in shares with the benefits of professional investment management. With the benefits of investing in a managed fund (such as share selection and ongoing portfolio management) as well as the beneficial ownership of investing in shares, there are plenty of reasons to consider a Managed Portfolio.
Why choose a Managed Portfolio?
With SMAs, investors have their own portfolio of shares that are held in trust on their behalf. This means, each investor has an absolute entitlement to, and is the beneficial owner of, their own portfolio of shares. This is opposed to being allocated ‘units’ in a managed fund.
Expertise
The ability to invest directly in shares which are managed by investment professionals
Access
Being able to view the individual shares and assets within your portfolio
You will likely pay lower brokerage costs than trading shares directly
Diversification
Consistency
Not having your tax position affected by other investors (as an individual cost base is established for each portfolio).
Avoiding buy/sell spreads, CGT events and broker fees when you transfer commonly-held shares into an SMA and between SMA model portfolios
Security
Which investors can benefit from a Managed Portfolio?
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For investors who prefer to focus on the strategic composition or the ‘big picture’ of their portfolio – such as asset allocation, geographical allocation, industry allocation and manager selection – a managed portfolio allows them to construct and tweak their portfolio using a mix of different investment models, and leave the day-to-day monitoring and trading of individual assets to their selected investment manager.
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Managed portfolios are also suitable for the low-touch investor – an investor looking to outsource the investment strategy to a professional investment manager by selecting the manager and model that reflects their risk pro le and their investment style – but again removing the need for day-to-day monitoring.
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Inexperienced investors may use a managed portfolio as a way to establish a portfolio of direct investments with confidence, by relying on the skills and experiences of the professional investment manager. For inexperienced investors, a managed portfolio provides an understandable and transparent investment vehicle, with little of the complexity of some other investment types.
Ultimately managed portfolios can offer a myriad of investment strategies giving investors and advisers choice, flexibility and above-all access to professional investment managers.
Managed Portfolios can have benefits and add value for a range of investor profiles:
The Pearl Investment Suite
A truly holistic suite of investment options to deliver exceptional client wealth outcomes, practice efficiency, sustainable profit and value.
From bespoke retail SMAs and ETFs, to to specialised/ exclusive wholesale MIS (Founders Fund and High Yield Fund) and highly-innovative Early Stage Venture Capital Limited Partnerships (ESVCLPs), Pearl provides a true full universe of investment options for advice practices to construct bespoke investment portfolios to suit each client, while maintaining scalability.
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An individual portfolio of direct equities with Pearl’s professional investment management
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Providing wholesale investors access to some of the innovative investment strategies and philosophies that sit at the core of the Pearl approach.
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Pearl’s Early Stage Venture Capital Limited Partnership, open to wholesale and sophisticated investors.
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Pearl’s bespoke investment offerings designed specifically to align with the Significant Investor and Premium Investor foreign investment Visa frameworks.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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