Betashares, a leading Australian financial services business, today announced the launch of innovative Retirement Income separately managed accounts (SMAs) on the CFS Edge platform, expanding the range of retirement-focused options available to financial advisers and their clients.
The new SMAs leverage Betashares’ broad range of institutional grade investment solutions and extensive portfolio construction expertise to meet the unique income needs of retirees. Specifically, the SMAs leverage a combination of defensive, smart beta and equity income strategies with the aim of enhancing income by approximately 2% p.a. above traditional benchmark portfolios.
The Betashares Retirement Income SMAs thoughtfully combine high-income defensive strategies, and income-focused approaches within growth markets. As a result, the portfolios aim to deliver both capital growth and differentiated sources of higher income, while maintaining similar risk-adjusted return characteristics to less income focused portfolios – without relying on concentrated positions in low-growth sectors or non-investment grade credit to generate yield. The new range of Retirement Income SMAs complement Betashares’ market leading range of Dynamic Managed Accounts.
The announcement comes as managed accounts continue to grow in adoption by Australia’s financial advice community. The inherent attributes of managed accounts can improve the efficiency of advice by delivering institutional-grade investment portfolios. In response to the strong growth in demand, Betashares is increasing the range of investment options available for specific investor types. As a result, financial advisers can build scalable practices, while also continuing to provide tailored advice, dependent on their clients’ goals and circumstances
Betashares has an established track record in delivering high-quality managed accounts and a deep understanding of the needs of financial advisers, including requirements for comprehensive, institutional-grade reporting and transparency.
For more information get in touch with us at [email protected]