Active Management Performance

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30 Sep

Prime SMA Performance Summary – August 2019

By | 2019-09-30T19:02:47+11:00 September 30th, 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 [...]

5 Sep

Prime SMA Performance Summary – July 2019

By | 2019-09-10T19:54:02+11:00 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 Jul

Prime SMA Performance Summary – June 2019

By | 2019-07-29T12:42:52+11:00 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 Jul

Prime SMA Performance Summary – May 2019

By | 2019-07-10T12:17:48+11:00 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 May

Prime SMA Performance Summary – April 2019

By | 2019-07-10T12:30:14+11:00 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 [...]