Managed Portfolios
Managed portfolios offer you the best of both worlds when it comes to investing. Combining the direct benefits of professional investment management with the efficiency of modern technology, managed portfolios stand out as a practical choice for savvy investors.
What is a Managed Portfolio?
A managed portfolio is a collection of investments that are selected and maintained by a professional wealth manager.
These portfolios are tailored to your specific investment goals, risk tolerances and are customised to suit your asset and investment preferences. Plus, they offer greater flexibility so your wealth manager can adapt your investments in real-time to leverage market opportunities while reducing unnecessary adjustments at a platform level.
Why Consider Investing in Managed Portfolios?
Transparency & Control
Managed portfolios provide unparalleled transparency and provide you with a clear view of your assets, ensuring that you are well-informed and remain in control about where your money is invested.
Tailored For Your
Flexibility is at the heart of managed portfolios. They are usually created to align with individual investment goals, risk tolerance, and personal values such as ethical and social considerations. This customisation ensures that your investments truly reflect your specific preferences and objectives.
Expert Management
Choosing a managed portfolio means entrusting your investments to experienced wealth managers. This professional oversight ensures that your portfolio is continually optimised and take advantage of market opportunities.
Ownership
With managed portfolios, you typically retain beneficial ownership of the investments, which can translate into lower transaction costs and more efficient tax management – providing significant financial advantages, especially when managed within a superannuation framework.
Efficiency
Managed portfolios streamline the investment process. Changes aligned with your set instructions automatically update within your account, minimising paperwork and allowing more time to focus on broader financial strategies.
Why Green Associates?
At Green Associates, we have vast experience and proven expertise in creating and managing diversified, actively managed portfolios. We recognise that each investor is unique, and we dedicate ourselves to understanding your specific needs and goals. Our tailored managed solutions are designed to meet your individual requirements, ensuring that your investment strategy is as unique as you are.
Frequently Asked Questions
Is it worth having a managed portfolio?
The value of a managed portfolio depends on your personal investment goals, risk tolerance, and need for professional management. It offers benefits such as diversification, professional advice, and personalisation.
What is the minimum investment for a managed portfolio?
The minimum investment required for a managed portfolio varies by provider, but it typically ranges to accommodate both small and large investors.
What is a good return on a managed portfolio?
While returns can vary widely, a good managed portfolio return generally aligns with or exceeds your financial goals and takes into account the market context and your risk profile.
What are the costs of a managed portfolio?
Costs associated with managed portfolios can include management fees, performance fees, and other charges related to transactions and administration. These fees vary and should be considered when evaluating the suitability of a managed portfolio for your investment strategy.
What is the difference between a managed portfolio and a mutual fund?
Unlike mutual funds, which pool money from many investors to purchase a broad range of investments, a managed portfolio is a personal investment account where you own the assets directly but receive professional management and customisation.