Dynamic Managed Accounts
Dynamic managed accounts solutions that seek to achieve capital growth and income through blending of asset classes and index methodologies.
Key features
Managed using long-term strategic positioning with dynamic quarterly adjustments to respond to evolving market conditions.
Exclusively built from ETFs to streamline execution, enhance diversification and simplify client conversations.
Utilising both traditional low-cost market cap-weighted ETFs, and smart beta methodologies.
Available risk profiles
* This is not a complete assessment of all applicable forms of investment risk. Investors should still ensure they are comfortable with risks and potential losses associated with their chosen investment option.
Platform availability
Product information and reporting
High quality reporting and client education materials, to keep you and your clients informed.
A branch of Trellia Wealth Partners
Founded by Betashares, and InvestSense, Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice. The Betashares Managed Accounts are the indexed-based investment solutions within the Trellia Wealth Partners offering.
