Proactive Portfolios Pty Ltd (Proactive) is an investment firm specialising in the delivery of multi–asset class, multi-sector SMAs and Managed Fund Model SMAs for financial advisers and their clients.
Listed security SMAs released in 2010
These SMAs were designed to meet a need expressed by financial advisers on behalf of their clients – the need for an actively managed core component within the client portfolio that responds to changing market conditions by shifting its asset allocation as well as selecting individual securities.
Managed Fund Model SMAs introduced in 2016
In response to market demand, Proactive Portfolios introduced an additional range of SMAs which invest in carefully selected managed funds.
These Managed Fund Model SMAs invest in a range of wholesale priced managed funds, carefully selected because they are expected to consistently outperform the benchmark return in each asset class.
Proactive Portfolios Pty Ltd (ACN 141 064 717) is a Corporate Authorised Representative of AdviceNet Pty Ltd (AFSL 308200).
The Responsible Entity (RE) for Proactive Portfolios Separately Managed Accounts and Managed Fund Model SMAs is OneVue Wealth Services Limited (ABN 70 120 380 62).