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BondAdviser Separately Managed Accounts

BondAdviser offers two model portfolios of ASX listed securities which have been developed by us.  The securities in the model portfolios are regularly reviewed and may be changed from time to time.  In addition, security weightings will be altered according to our assessment of current market conditions.

Investing in this way removes the stress and trouble of selecting individual securities and allows direct ownership and control over two income portfolios comprising 10-20 securities.

The two model portfolios are available on the HUB24 administration platform:

BondAdviser Income Opportunities Portfolio
(Benchmark RBA Cash Rate +3.0%)

The portfolio aims to provide higher income returns than traditional cash investments and is designed for investors seeking income with a focus on capital preservation.  Suggested investment period 3-5 years. (minimum investment $20,000)

BondAdviser Income Plus Portfolio
(Benchmark RBA Cash Rate +1.5%)

The portfolio aims to provide higher income returns than traditional cash investments and is designed for investors who want an alternative to Term Deposits while maintaining capital stability, regular income, low variability of returns and capital preservation.  (Min. investment $20,000)

 

BondAdviser has an arrangement with major broking and wealth management firm Ord Minnett to process your application via the HUB24 administration platform. Please contact Ord Minnett advisor Neale Wright or phone (03) 9608 4116 / 0433 999 309 to arrange your investment in one or both of the model portfolios.

 

 

BondAdviser is not providing investment advice or recommendations to buy or sell securities listed in the two model portfolios.  Potential investors should seek advice from Ord Minnett before making any investment decisions.  BondAdviser does not accept responsibility for any loss or damage caused in connection with any investment in the two model portfolios.