Ready-made managed accounts

Sustainable

Listed

The portfolios provide investors with capital growth and income over the medium term, through exposure across a range of asset classes by investing in listed securities.

Retirement

The portfolios aim to achieve attractive and sustainable income returns through a diversified portfolio of managed investments. They are designed to mitigate risk, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to pension phase.

Multi-Asset

The portfolios provide investors with capital growth and income over the medium to long term through exposure across a range of asset classes and investment vehicles. The portfolios are designed to reduce overall portfolio risk by spreading investments across a number of specialist managers with complementary investment styles. 

Direct Australian Equities

Our Core and Income SMA portfolios provide a single sector solution investing in listed Australian equities, offering a number of different exposures to suit your clients’ investment needs. 

Ready-made MDAs powered by IPL

Individual portfolio customisation on a client level

The portfolios aim to achieve attractive and sustainable income returns through a diversified portfolio of managed investments. They are designed to mitigate risk, such as capital drawdown risk, which can materially impact the longevity of a retirement portfolio, particularly in the early stages of transitioning from superannuation to pension phase.

These portfolios have the added functionality of customisation on a client level via an MDA. This structure provides investors the option to receive and participate in a tailored investment process via their adviser, based on their individual circumstances. 

Our team of professional portfolio managers remodel and manage your clients’ portfolios in line with their individual investment preferences. This includes incorporating any instructions that are provided to suit the unique requirements of the client, helping you to meet the best interests of your clients, without having to undertake excessive manual administration to achieve this outcome.