Active Management Performance

15 11, 2017

Prime SMA Performance Summary – October 2017

By | 2017-11-15T09:43:44+00:00 November 15th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – October 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 [...]

24 10, 2017

Prime SMA Performance Summary – September 2017

By | 2017-10-24T12:01:57+00:00 October 24th, 2017|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – September 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 [...]

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 [...]