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Personalised Equity Portfolios
Private Portfolio is our premium discretionary service where one of our authorised investment managers (AIMs) manages your investment portfolio on a day to day basis.
All AIM's are senior investment professionals with extensive equities experience and will actively manage the portfolio based on your own personal individual requirements. As illustrated below, collectively they have 'outperformed' their investment benchmark* over 3, 5 and 10 year periods.
Wilson HTM All AIM Australian Equities (AEQ) Index
Benefits of the Private Portfolio Service include;
- Potential superior investment performance from a dedicated, personal Investment Manager
- You retain beneficial ownership of the underlying investments at all times
- All administration and reporting taken care of, minimising effort required at tax time
- The management fee charged is tax deductible in most instances
- Performance Fee Option, whereby fees are tied to investment performance, is available
This service is best suited for individuals with $500,000 to invest.
* Wilson HTM AIM AEQ Benchmark = 92% S&P/ASX 300 Accumulation Index (ex Property Trusts), 5% S&P/ASX 300 Property Trusts Accumulation Index, and 3% 30 Day Bank Bill Swap Rate.
Wilson HTM provides a number of model portfolio solutions for advisers wishing to provide their clients with a direct equities solution.
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