Active Management Performance

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27 03, 2019

Prime SMA Performance Summary – February 2019

By | 2019-03-27T11:32:29+10:00 March 27th, 2019|Active Management Performance|0 Comments

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 yield, together with a relatively moderate level [...]

21 02, 2019

Prime SMA Performance Summary – January 2019

By | 2019-02-21T17:45:22+10:00 February 21st, 2019|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – January 2019 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 [...]

29 01, 2019

Prime SMA Performance Summary – December 2018

By | 2019-01-29T14:12:07+10:00 January 29th, 2019|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – December 2018 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 [...]

19 11, 2018

Prime SMA Performance Summary – October 2018

By | 2019-01-22T10:31:13+10:00 November 19th, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – October 2018 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 10, 2018

Prime SMA Performance Summary – September 2018

By | 2019-01-22T10:31:15+10:00 October 25th, 2018|Active Management Performance, Uncategorized|0 Comments

 Prime SMA Performance Summary – September 2018 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 [...]