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26 08, 2016

Prime Australian Equities Growth SMA – July 2016

By | August 26th, 2016|Active Management Performance|0 Comments

Prime Australian Equities Growth SMA – July 2016 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 [...]

29 07, 2016

Australian Market Summary (Issue 410) – 29 July 2016

By | July 29th, 2016|Australian News, Market Summary|0 Comments

Australian Market Summary – 29 July 2016   Another strong, if slightly odd, week of performance from the Australian share-market.   The ASX200 is up almost +6% for July and at its highest in a year, whilst the S&P500 and NASDAQ indices in the U.S are at record highs.   The German DAX index is [...]

27 07, 2016

Prime Australian Equities Income SMA – June 2016

By | July 27th, 2016|Active Management Performance|0 Comments

Prime Australian Equities Income SMA – June 2016   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 [...]

11 05, 2016

Prime Australian Equities Income SMA – April 2016

By | May 11th, 2016|Active Management Performance|0 Comments

  Prime Australian Equities Income SMA – April 2016 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 [...]

22 04, 2016

Australian Market Summary (Issue 396) – 22 April 2016

By | April 22nd, 2016|Australian News, Market Summary|0 Comments

  Australian Market Summary – 22 April 2016 Lest we forget.     Good morning all, and wishing all a relaxing long weekend ahead.   I can’t believe a third of the year is already behind us.   We have a lot to cover today, simply because I’d like to provide some additional context and commentary [...]