THE MARKET MATTERS SMA
INVEST WITH CONFIDENCE
We’re delighted to offer the wider investment community an opportunity to invest alongside Market Matters with two SMA portfolios:
The Market Matters Active High Conviction SMA
The Market Matters Active Income SMA
You retain ownership of the shares, you benefit from our unique performance based investment approach.
We do what we do best – Invest with confidence.
ABOUT THE PORTFOLIOS
Based on the hugely popular Market Matters Growth and Income Portfolios, the Market Matters SMAs provide direct exposure to ASX listed securities and our active investment strategy, all without the hassle of day-to-day portfolio management. View our investment menu here.
Managed by James Gerrish, Portfolio Manager at Shaw and Partners and primary contributor to Market Matters, the portfolios are built on a historically strong track-record and past returns offering significantly less volatility than the ASX200*.
This is an exciting time for investors and Market Matters, as we’ll be investing right alongside you. We’re bringing over 100+ years of market experience, as well as our commitment to risk-adjusted performance.
Whether our portfolios complement your existing approach or provide the ‘active management’ solution you’ve been looking for, we’re confident we can add significant value, while still giving you total transparency.
*Investors should be aware that historical performance may not be indicative of future performance and it is particularly important for investors to review carefully the risks associated with an investment in the SMA.
WHY WE’RE DIFFERENT:
Our Triple A Policy ensures a portfolio that combines insight with action.
- Active – Enjoy a high conviction approach that benefits from consistent, active management.
- Aligned – Invest alongside us. Put your money in the same place we have ours.
- Accountable – Every move explained in detail. Stay updated and feel part of the decision, without having to lift a finger.
Want to know more?