Proactive Portfolios offer actively managed portfolios of either listed securities or managed funds in the form of Separately Managed Accounts ( SMAs).
Good for diversification
Good for portfolio management
Good for YOU
We believe in …
ACTIVE MANAGEMENT
Of asset allocations and investments
WIDE ASSET ALLOCATION RANGES
To respond to changes in market conditions
RIGOROUS RESEARCH
Value based asset selection and expert knowledge
PROVEN PROCESSES AND PEOPLE
The key to performance
You can choose from …
Listed Security SMAs
Separately Managed Accounts investing in securities listed on the ASX
Managed Fund Model SMAs
Managed Fund Model SMAs investing in managed funds across multiple sectors