Managed Accounts
Investment Objective
To position Investor portfolios for a market return at a minimum as measured by Morningstar’s AUD Total Return Benchmarks.
Enhanced Asset Management Managed Accounts
- Investment Strategy
EAM seeks to be fully invested and broadly diversified at all-times via low cost Index focused Exchange Traded Funds (ETFs). The portfolios are designed to position the investor for market return at a minimum. EAM then seeks to actively add value over broader market returns by taking positions within the Australian Equity allocation via small-mid cap stocks.
EAM’s stock selection process is fundamentally a bottom-up process. EAM first applies a filtering process to remove stocks from its investment universe that don’t meet a range of pre-determined criteria. From there EAM seeks to find stocks via a combination of quantitative and qualitative assessment, that over time should add value over that of the broader market.
1 Month | 3 Months | 6 Months | 1 Year | 3 Years | Since Inception | Inception Date | |
|---|---|---|---|---|---|---|---|
EAM Conservative See Performance | 1.55% | 2.82% | 8.15% | 7.85% | 1.26% | 1.59% | 20/07/2020 |
EAM Balanced See Performance | 2.08% | 4.68% | 11.04% | 11.81% | 3.46% | 3.89% | 10/12/2019 |
EAM Growth See Performance | 2.43% | 6.52% | 13.15% | 15.66% | 5.83% | 6.11% | 9/12/2019 |
EAM High Growth See Performance | 2.78% | 8.06% | 15.04% | 18.91% | 8.05% | 10.07% | 4/06/2020 |
Important resources for managed accounts
We create resources and content to engage with our investors to help them understand how their wealth is invested, and to understand the various factors that impact portfolio movements from time to time.
Let’s make a time to chat
- 08 8842 2648
- 39 Charles Street, Norwood SA, 5067
- contact@eamgt.com.au