OUR PORTFOLIO SERVICES
Individually Managed Portfolios (IMA) are specific to your personal needs and objectives.
Peak recognizes that investors want a highly unique portfolio devised and managed for you that reflects your wants, their needs and is exclusive to you.
To achieve this, a Peak Portfolio Manager will spend extensive time with you devising the right individual portfolio. This will meet your investment goals over your required time period that is in line with your personal risk profile. The Peak service specializes in managing portfolios of direct equities and securities both in Australia and across the world. This reflects our international experience.
We also provide a Model Portfolio service (SMA) that offers you a choice of six portfolios to suit your needs.
Peak acts as your adviser to ensure that the model portfolio service is right for you. Peak also acts as the model portfolio manager selecting stocks within each model.
These Peak model portfolios are managed within the Powerwrap platform under a “managed investment scheme”.
A summary of all the model portfolios and a factsheet on each model portfolio can be found in within the Peak performance section. This contains the key portfolio features, the performance, the top ten holdings and the sector allocation per model portfolio
Benefits of Peak’s Portfolio services:
- Peace of mind through a strong relationship and access to your portfolio manager
- A focus on maximizing after tax returns
- Proactive management of your portfolio
- Enhanced returns through a stock selection process based upon insightful research
- Continuous secure on-line access to your portfolio
- Quarterly reviews to track the return on your portfolio.