XTB brings fixed income SMA solution onto Macquarie Wrap

XTB Macquarie Wrap SMA

27 June 2017
| By Oksana Patron |
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XTB has announced that its fixed income separately managed account (SMA) solution is now available onto Macquarie Wrap, providing financial advisers with access to the portfolio of individual investment-grade senior corporate bonds.

According to XTB’s chief investment officer, Ian Martin, who designed the portfolio, the aim was to provide transparent easy-to-access fixed-income solutions for both financial advisers and individual investors.

XTB’s ‘ACBC Fixed Income No. 1 Model Portfolio’ was first available to financial advisers in February on the Praemium SMA and SuperSMA platforms.

 “I developed the model portfolio in direct response to demand from advisers and will continue to work closely with adviser groups to make it more broadly available,” he said.

“I believe the demand for fixed income solutions is growing, in particular for portfolios that derive their returns from individual senior corporate bonds.

“We look forward to announcing additional new SMA model portfolios in the coming months.”

The company also said that the launch of its SMA model portfolio onto Macquarie Wrap coincided with the expansion of the suite of XTBs on the Australian Securities Exchange (ASX).

 

 

 

 

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