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What are the benefits of using Managed Accounts?
We believe Managed Accounts are a far more efficient way to manage client portfolios for the following reasons:
How do Model Portfolios compare to managed funds? The key difference is that a model portfolio holder retains beneficial ownership of the securities, without the high transaction costs of buying and selling shares yourself. With model portfolios the underlying securities are visible to the investor and the investor retains the tax advantages of owning direct shares. Do Managed Accounts minimise transaction costs? Managed Accounts can reduce costs by combining share transactions across all investors using the platform, thus getting better brokerage rates, netting buys and sells of the same shares. |
Who can utilise a Managed Account?
Quilla Managed Accounts are available to advised investors only. What are the investment options? Investors can invest in a range of investment options including Model Portfolios, Managed Funds, shares, ETFs and term deposits. What are Model Portfolios? Model Portfolios are professionally managed investment portfolios made up of a combination of direct securities, ETFs, LICs and Managed Funds that are beneficially owned by each investor. How do Quilla construct their Model Portfolios? When constructing Model Portfolios, we assess opportunities in each investment universe in order for the following priority:
Quilla actively manages its model portfolios and will decide to buy or sell assets in the portfolio based on a pre-defined strategy. We manage the portfolios from a total portfolio perspective using an objective based approach that provides a higher certainty of achieving objectives relative to traditional set and forget portfolios. |
Please Contact Us should you have any other questions.
DISCLAIMER
Quilla Consulting Pty Ltd, AFSL 511401. This site provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents. Information on this site is based on sources believed to be reliable, but Quilla does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products. Quilla does not accept any liability to any person or institution who relies on this site and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this site and the information it contains. You must not copy, modify, sell, distribute, adapt, publish, frame, reproduce or otherwise use any of the information in this document without the prior written consent of Quilla.
Quilla Consulting Pty Ltd, AFSL 511401. This site provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents. Information on this site is based on sources believed to be reliable, but Quilla does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products. Quilla does not accept any liability to any person or institution who relies on this site and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this site and the information it contains. You must not copy, modify, sell, distribute, adapt, publish, frame, reproduce or otherwise use any of the information in this document without the prior written consent of Quilla.