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Our services

Phoenix Wealth Management Pty Limited (“Phoenix”) is focused on providing a professional investment management service in directly-held Australian listed securities to wholesale investors through Separately Managed Accounts (SMAs). Phoenix’s service entails the development of a range of Model Portfolios that are replicated by clients through SMAs. Phoenix’s management has over 20 years experience managing funds across a range of asset classes and applies a disciplined investment philosophy, process and style in its security selection for each Model Portfolio which is focused on securities listed on the Australian Securities Exchange. Passion, experience and professionalism are applied in its assessment of value and risk.

 

Our reporting

Phoenix provides comprehensive monthly reports and a transparent fee structure. However, through secure, direct online access, clients can also view the composition, value and performance of each of their portfolios on a continuous basis.  Comprehensive tax reports are also provided at the end of each financial year. These reports assist clients with the management of both their investments and their tax benefits and liabilities.

 

Our clients

Phoenix’s SMAs service is discretionary and targetted at wholesale investors keen to replicate Phoenix’s Model Portfolios. Potential clients include individuals, companies, charities, trustee accounts, smaller institutions such as schools, churches, hospitals and those groups with bequests to invest as well as Self-Managed Superannuation Funds (SMSFs). The minimum initial investment in any client portfolio is $500,000.

Performance
OUT / UNDER PERFORMANCE
(%)
Month -0.03
FY to date -1.74
CY to date -3.16
Since inception 1/4/08 -0.24 (p.a.)

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