Active Management Performance

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5 09, 2019

Prime SMA Performance Summary – July 2019

By | 2019-09-10T19:54:02+10:00 September 5th, 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 [...]

29 07, 2019

Prime SMA Performance Summary – June 2019

By | 2019-07-29T12:42:52+10:00 July 29th, 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 [...]

10 07, 2019

Prime SMA Performance Summary – May 2019

By | 2019-07-10T12:17:48+10:00 July 10th, 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 [...]

10 05, 2019

Prime SMA Performance Summary – April 2019

By | 2019-07-10T12:30:14+10:00 May 10th, 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 [...]

3 05, 2019

Prime SMA Performance Summary – March 2019

By | 2019-05-03T10:55:18+10:00 May 3rd, 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 [...]