Discover the advantages of SMAs
Proactive SMA portfolios that are actively managed to generate return, improve responsiveness to market conditions and reduce volatility in returns.
FASTER
MORE EFFICIENT
CONSISTENT ALIGNMENT
Actively managed, efficiently structured
Proactive’s SMA portfolios combine the advantages of active multi-asset class investing and benefits of the SMA structure – and were the first of their kind in Australia.
LISTED SECURITY SMAs
Invest in portfolios of securities listed on the ASX, commenced in 2010
MANAGED FUND MODEL SMAs
Investors appreciate
Portfolios maintained in line with objectives and risk profile
Beneficial ownership and visibility of investments in the portfolios
Ability to transfer funds or securities in-specie into the portfolios
Reduced paperwork
Cost effective model portfolio management
Advisers appreciate
Faster portfolio implementation – an advantage in volatile market conditions
Improved practice efficiency
Reduced execution risk
Reduced paperwork
Improved compliance efficiency and practice valuations
Asset allocation – not putting your eggs all in one basket
All of Proactive’s portfolios span multiple asset classes providing diversification through disciplined asset allocation. Our multi-asset class portfolios are invested across a variety of different asset types such as shares, property or fixed interest.
The advantage of multi-asset investing
Multi-asset class investing offers a way of managing risk and return in the portfolio over time.
How? The price of each asset class moves differently in different market conditions – and differently over time. The price of all asset classes do not all rise or fall together. By spreading your investments across asset classes you are reducing the potential impact of market volatility on a portfolio.