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What are you looking for?
ClientFirst: 1800 517 124
WE PARTNER WITH NAMES YOU KNOW AND TRUST SO YOU CAN INVEST WITH CONFIDENCE.
Click on the investment manager to learn more about their investment philosophy and SMAs.
EXPERTISE FROM MLC ASSET MANAGEMENT
MLC Asset Management has drawn on its deep investment expertise and history of building investment portfolios to build two sets of easy-to use managed account portfolios. MLC Managed Accounts offer transparent, diversified solutions for clients with different goals, time horizons and fee expectations.
Your clients can choose from:
OTHER EXPERT PARTNERS
Antares Capital offers specialist portfolios that can be a core part of, or complement, your Australian equity allocation. Managed by an experienced team of bottom-up stock pickers, the portfolios range from concentrated to income-focused to mid-caps. Exclusive to Expand Extra is a low cost ASX 20 portfolio.
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Ausbil Investment Management is a leading Australian investment manager. Established in April 1997, Ausbil’s core business is the management of Australian and global equities for major superannuation funds, institutional investors, master trust and retail clients.
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BlackRock is a global investment manager that has served the Australian market for over three decades, with a commitment to helping more people achieve financial wellbeing. As a long-standing partner to wealth organisations and financial advisers, BlackRock delivers investment solutions, thought leadership and tools to help clients build resilient portfolios.
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DNR Capital is an Australian investment manager that offers a differentiated suite of investment strategies, each building upon the core investment philosophy of investing in concentrated portfolios of quality companies which are well placed to deliver investment returns through economic cycles. This quality investment philosophy has remained unchanged since inception in 2001.
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Elston is one of Australia’s largest providers of managed account solutions with a proven track record in both SMA and IMAs. Our investment solutions include a direct Australian Equities SMA through to full risk based multi-asset class SMAs.
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JBWere is Australia’s leading provider of investment management and advisory services with over $64bn of assets and $39bn in platform FUM. JBWere SMAs are professionally managed offering a diverse and unique range of investment choice, suitable to client’s investment needs and requirements.
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Lonsec Group is a pivotal force in Australia’s financial advice and investment industry, offering a diverse range of managed accounts with research-backed investment ideas, incorporating dynamic asset allocation and active investment selection, underpinned by four key beliefs: dynamic management, high-quality assets, risk management and diversification.
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Pendal employs a bottom up, fundamental approach to build a diversified portfolio of Australian shares, where the majority of active risk and outperformance is driven by stock selection. The portfolio will focus primarily on capital growth.
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Perennial Partners’ strategy aims to provide investors with an attractive, tax effective, monthly income stream, as well as long-term capital growth. It invests in a diversified portfolio of high quality, financially sound Australian companies which Perennial Value believes have sustainable operations and the ability to provide an attractive level of dividends.
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Zenith Investment Partners is a leading investment research and portfolio solutions provider with a 20-year track record of delivering premium, tailored solutions for financial advisers and their clients. Zenith’s portfolios are powered by its leading internal capabilities in asset allocation, strategy selection and investment research.
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Zurich Investments provides exclusive access to specialist managers recognised as being amongst the best in their area of expertise. Zurich Investments appointed Renaissance Property Securities Pty Ltd (Renaissance) as the strategic investment partner for the Australian Property Securities portfolio.
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