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Our expertise in your clients’ portfolios

The JBWere Investment Strategy Group’s provision of world-class research and insights is the core of our SMA offering. Our portfolio management team has considerable knowledge and experience in researching investment opportunities and managing high conviction SMA portfolios.

  • Overview The JBWere Listed Fixed Income Portfolio (Portfolio) is focused on delivering a steady income stream that represents a premium to the income earned on term deposits of similar tenor, while striving for moderate capital appreciation. The Portfolio comprises ASX-listed securities including government and corporate bonds, hybrids, convertible notes and exchange traded funds recommended by JBWere. While the Portfolio aims to be fully invested at all times, short-term allocations to cash may occur.
    Investment objective To outperform the RBA Cash rate after fees by 200 basis points over a rolling 5-year period. Further, the risk objective of the manager is to have no more than three negative annualinvestment returns over a rolling 20-year period. 
    Investor profile
    May be suitable for investors seeking higher and/or more stable returns above that earned on lower yielding fixed income options such as term deposits or more volatile investments such as equities, via a well-researched, transparent and defensive-orientated listed fixed income portfolio. 
    Portfolio benchmark
    Benchmark unaware
    Management fee*
    0.55%

    Minimum suggested

    investment timeframe

    5 years

    Indicative number of

    securities

    8 - 20
    Indicative cash holding
    1% - 15%
    Investment universe

    ASX-listed fixed income securities including government and corporate bonds, hybrids,

    convertible bonds and exchange traded funds

    * Inclusive of GST and net of Reduced Input Tax Credits (where available).

  • Overview The JBWere Income Portfolio (Portfolio) provides investors with tax effective income by investing in a portfolio of Australian shares that delivers high dividend yields and higher levels of franking in comparison to the S&P/ASX 200 Accumulation Index. The Portfolio is comprised of mainly blue-chip companies with an income focus. 
    Investment objective To enhance the value of investment capital by generating combined capital and income returns that exceed the rate of inflation over the longer term (5 year plus). The Portfolio aims to produce a consistent income stream, with a dividend yield target of 1% per annum higher than that of the S&P/ ASX 200 Accumulation Index. The targeted volatility of the Portfolio is at or below the Performance Benchmark volatility over a rolling 5-year period. 
    Investor profile
    May be suitable for investors seeking an equities portfolio that provides an income stream with higher yield and franking than the Australian equity market, and for investors seeking a concentrated blue-chip portfolio which includes resources. 
    Portfolio benchmark
    S&P/ASX 200 Accumulation Index 
    Management fee*
    0.55%

    Minimum suggested

    investment timeframe

    5 years

    Indicative number of

    securities

    15 - 25
    Indicative cash holding
    1% - 10%
    Investment universe

    S&P/ASX 200 Index 

    * Inclusive of GST and net of Reduced Input Tax Credits (where available).

  • Overview The JBWere Multi-Strategy Portfolio (Portfolio) seeks to provide long-term capital growth by investing in a broad selection of investments listed on the ASX, across a range of asset classes. The investment universe includes large cap stocks, small-midcap stocks, listed corporate bonds, listed hybrid securities, A-REITs, LICs, ETFs and ETCs. 
    Investment objective To provide long-term capital growth with above average, after-tax income and out-perform the Morningstar Multi-Sector Growth peer group index by 3% p.a. over rolling 5-year periods. 
    Investor profile
    May be suitable for investors who have an investment horizon of at least 5 years and a moderate to high risk tolerance and who are aiming to achieve capital growth over a long-term timeframe and are seeking slightly lower volatility than that provided by a 100% growth asset mix. Investors need to be comfortable with investing directly in listed securities (as these securities may experience significant volatility from time to time). 
    Portfolio benchmark
    Morningstar Multi-Sector Growth Market Index 
    Management fee*
    0.60%

    Minimum suggested

    investment timeframe

    5 years

    Indicative number of

    securities

    20 - 40
    Indicative cash holding
    1% - 20%
    Investment universe

    S&P/ASX 300 Index, listed corporate bonds and listed hybrid securities, A-REITs, LICs, ETFs and ETCs.

    * Inclusive of GST and net of Reduced Input Tax Credits (where available).