Back by popular demand, our Separately Managed Accounts (SMAs) Benchmark publication, returns with updated content and an exciting new feature.
In this edition we focus on Separately Managed Accounts (SMAs). While not new to the industry, SMAs have only really seen a considerable rise in popularity over the last few years. NAB Asset Management has a proud history with SMAs, with Antares Equities offering them since 2009. NAB Asset Management now has over $1.4 billion invested in 6 SMA model portfolios across a range of managers, strategies and asset classes.
For the feature article we’ve been fortunate enough to speak to three advisers who use SMAs to find out why they use them and how they have benefitted their businesses and clients.
Antares Equities on successful stock research
Antares Equities analysts typically only cover 15 stocks each. Andrew Hamilton explains how that translates to out-performance and stock success stories.
Antares Equities on investing in discretionary retail and property
Antares Equities Listed Property Fund Analyst and Deputy Portfolio Manager, Vikrant Gupta talks what discretionary retail and shopping centres stocks to watch and what to expect.
Antares Equities on how to evaluate property companies results
Antares Portfolio Manager, Brett McNeill on how to evaluate property company's results, which real estate investment trusts (REITS) Antares likes and why and what stocks to avoid.