OUR PLATFORM PORTFOLIO SERVICE IS EXCLUSIVELY AVAILABLE TO CLIENTS OF FINANCIAL ADVISERS

It can be accessed through a broad range of third party investment platforms to provide a cost effective and efficient means of investment.

Key Service Features

  • Broad range of portfolios for a wide variety of risk profiles
  • Real return investment objectives
  • Diversified investment in a variety of asset classes
  • Expertise in alternative assets
  • Defined risk and volatility parameters
  • Available through the majority of investment platforms
  • Independently assessed by Defaqto, ARC & Distribution Technology

Resources

Service Overview

Factsheets

Quarterly Reports

Performance

    Specifically designed to help meet the needs of financial advisers and their clients
    Adviser Portal

    Specifically designed to help meet the needs of financial advisers and their clients

    • Detailed look through to the underlying platform portfolios
    • Most recent performance
    • Downloadable reports

    Click to enter the portal