Three Macquarie model portfolios get Lonsec approval
Three Australian equity model portfolios from Macquarie Private Portfolio Management (MPPM) have received Lonsec's Recommended rating.
MPPM Growth, MPPM Core and MPPM Income have received the positive rating, with Lonsec saying "the products can generate risk-adjusted returns in line with relevant objectives".
Head of MPPM, Trevor Fisher, said the ratings reflected the robust investment process the team had built since it began offering managed accounts in 1999.
"During the past few years, we have seen a marked increase in interest from dealer groups and financial advisers as they recognise how managed accounts can deliver direct equities in a risk-managed and scaleable fashion," Fisher said.
"Managed account products can provide investors with a sense of control over their financial outcomes and offer transparency over their investments, performance and fee models."
In step with the increased interest in managed accounts is the rising desire from investors for actively managed portfolios that generate consistent risk-adjusted performance, Fisher added.
AUTHOR
Staff Writer
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