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Activus SMAs available on Macquarie Wrap

Yasmine Masi4 August 2022
Funds Management

Investment management and asset consulting firm, Activus, announced the launch of its separately managed accounts (SMAs) portfolio on the Macquarie Wrap platform.

Advisers will now have access to Activus’ suite of Core best-ideas SMA portfolios with four risk profiles to suit a range of investment appetites, including high growth, conservative and lower-cost index-focused balanced investments.

The portfolios provide exposure to a wide variety of asset classes including Australian shares, international shares, Australian real estate investment trusts (AREITs), global real estate investment trusts (GREITs), global infrastructure, growth alternatives, defensive alternatives, fixed income and cash.

“The launch of Activus’ SMAs is backed by the strong demand from Wealth Practices seeking access to our core best-ideas multi-asset portfolios, whilst leveraging off Activus’ strong investment track record through our active asset allocation strategy and investment manager selection expertise,” Robert Talevski, Managing Director of Activus, said.

“The core part of Activus’ investment philosophy is being nimble, active, and responding to opportunities and risk in a timely manner. This is especially important in this volatile environment. Our beliefs are well reflected in our professionally and dynamically managed multi-asset portfolios.”

This comes as the firm records over $3.2 billion in total funds under management (FUM).

“Activus is excited to partner with one of Australia’s largest wrap platforms, Macquarie Wrap to offer its best-idea portfolios through the SMA framework on the platform,” Talevski said.

“On average, Wealth Advisers who use Managed Accounts are able to save about 16 hours a week according to one of the latest industry research reports. Advisers could better use these hours to refocus on scaling their business and spend more time to service their clients. Efficiency is one of the major benefits of using Managed Accounts.”

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