Quilla's Portfolios 

Capabilities 
Quilla's capabilities cover a range of investment options. We work with Advisers to understand their objectives and business requirements to create tailored solutions. The table below summaries our portfolio solutions. 

​In addition to customised solutions, Quilla offers public menu portfolios through the HUB24, NetWealth, BT Panorama, Macquarie Wrap and AMP MyNorth Managed Account platforms. ​ Further information is outlined below. Please contact us for our Fund Fact Sheets.

Index Series


​Quilla's Index Series is a suite of real return, multi-asset class portfolios across three risk/return profiles. The portfolios are invested in index instruments, including ASX ETFs & LICs and passive managed funds. Quilla actively manages the portfolios' dynamic asset allocation to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making. 


Designed for: investors who are prepared to take on more risk, compared to our Masthead series, but appreciate the low-cost structure of the portfolio. 

The Series comprises the following portfolios:
  • Conservative Income - CPI+2.5%
  • Moderate - CPI+3.5%
  • ​Assertive - CPI+4.5%
Offered on

Masthead Series 


​​Quilla's Masthead Series is a suite of real return, multi-asset class, multi-manager portfolios across three risk/return profiles. The portfolios are actively managed through Quilla's dynamic asset allocation and investment manager selection processes. We dynamically adjust the portfolios' allocations to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making. 

Designed for: ​investors who place high importance on capital preservation, and are prepared to pay a little extra, compared to our Index series, to get it. 
​​
​The Series comprises the following portfolios:
  • ​Income Generator - CPI+2.5%
  • Wealth Accumulator - CPI+3.5%
  • ​Wealth Accelerator - CPI+4.5%
  • Wealth Accelerator Plus - CPI+5.0% (only available on BT 
    Panorama and AMP MyNorth)
Offered on 
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