Active Management Performance

25 09, 2017

Prime SMA Performance Summary – August 2017

By | 2017-10-16T11:39:04+00:00 September 25th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – August 2017 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income [...]

4 09, 2017

Prime SMA Performance Summary – July 2017

By | 2017-10-16T11:39:53+00:00 September 4th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – July 2017 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average income [...]

30 08, 2017

Prime Portfolio Performance Figures – July 2017

By | 2017-10-16T11:40:30+00:00 August 30th, 2017|Active Management Performance, Uncategorized|0 Comments

Prime Portfolio Performance Figures – July 2017   DOWNLOAD the Prime Separately Managed Account (SMA) Report, July 2017 DOWNLOAD   Portfolio Commentary & Positioning The AUD surged to a 2+ year high in July rising from 76c to 80c and driven by improving Australian economic data (retail sales and building approvals stabilised, full-time employment continues [...]

17 07, 2017

Prime Australian Equities Growth SMA – June 2017

By | 2017-10-16T11:53:07+00:00 July 17th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime Australian Equities Growth SMA – June 2017 Portfolio Objective To achieve capital growth with moderate tax-effective income via franked dividends through investment in listed Australian securities. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity. These securities are expected to deliver an above-market average [...]

17 07, 2017

Prime Australian Equities Income SMA – June 2017

By | 2017-10-16T11:52:57+00:00 July 17th, 2017|Active Management Performance, Uncategorized|0 Comments

Prime Australian Equities Income SMA - June 2017 Portfolio Objective To generate a grossed-up dividend yield at least equal to the one-year bank deposit rate and capital value targeted to grow at least in line with CPI. The Model Portfolio is managed by selecting primarily those securities with moderate growth potential but robust cash-generating capacity [...]