Model Details
| Model Information | |
|---|---|
| Model: | High Discretion External Manager AUD |
| Platform: | Mason Stevens |
| Description: | The HNW High Discretion External Manager SMA is essentially a Multi Manager SMA that provides a mix of professionally constructed and managed diversified portfolios covering all asset classes including Australian and international equity, property, fixed interest and cash. HNW constructs the portfolio mix using a combination of active External Investment Managers. Unit trusts (managed funds) are typically used to gain investment exposures. HNW will seek to negotiate fee rebates and to access institutional (professional series) discounts whenever possible as an effective means of enhancing returns. The various multi asset class portfolios employ top down strategic asset allocation processes with investment objectives designed to partly protect investor capital through having the ability to adjust to the ever-changing macro-economic conditions. They are able to tilt from over/under weight defensive components in volatile markets through to over/under weight high growth aggressive portfolios. External investment managers are selected by HNW based on their processes and ability to manage funds efficiently. HNW may change the managers in the High Discretion External Manager SMA at its discretion. Investment Strategy The Investment strategy for the High Discretion External Manager SMA is based around Dynamic Trading Strategies (DTS) that give the External Investment Managers a high level of discretion to meet constant return objectives. The High Discretion External Manager SMA is designed to combine differing investment styles with a 50% Growth and 50% Defensive asset allocation mix. DTS involves the automatic management of an underlying component portfolio in accordance with a predefined strategy. The asset allocation will therefore change pursuant to the relevant DTS deployed by the underlying External Investment Managers over the economic cycle. |
| Download All Product Files | |
Product Information
| Product Code | Product Name | Product Description | Download |
|---|---|---|---|
| ETL0404AU | PIMCO Dynamic Bond Fund - Wholesale Class (mFunds PMF06) | The Fund is primarily designed to be a complement to core bond funds. The Fund’s defensive capabilities and wide duration range (-3 to +8 years) help it to achieve positive returns across a wide range of market environments, including varied interest rate environments. The Fund is an actively managed, benchmark unaware strategy, aiming to deliver 3-4% above Bloomberg AusBond Bank Bills (gross of fees) with volatility comparable to that of the broader bond market (as represented by the Bloomberg Barclays Global Aggregate Index, Hedged A$). | Download |
| CRS0002AU | Aberdeen Multi-Asset Real Return Fund | A dynamically managed multi-asset objective-based strategy, which aims to achieve a real return for investors. A real return is an investment return above the Australian inflation rate as measured by CPI and may comprise capital and/or income. This is an Australian dollar denominated fund where the equity component will be biased to Australian equities. Objective: To achieve a real return equivalent to 4% per annum above the Australia inflation rate (before fees) over a full market cycle (generally 3 to 5 years). | Download |
| WHT5134AU | Firetrail Absolute Return Fund - Class A | The Firetrail Absolute Return Fund (’the Fund’) is primarily a fundamentally based, equity long/short market neutral investment strategy. The Fund has an internal objective to deliver absolute returns of the RBA Cash Rate plus 7% p.a. (before fees) over the medium term, with volatility (as measured by standard deviation of returns) of 9% to 12% p.a. | Download |
| SCH0039AU | Schroder Real Return CPI Plus 5 Fund | The Schroder Real Return CPI Plus 5% Fund – Wholesale Class (’the Fund’) is a Multi-Asset Real Return fund that targets a total return of 5% p.a. before fees and expenses above Australian inflation (RBA Trimmed Mean CPI) over rolling 3 year periods. | Download |