Evolve Managed Accounts
Self Managed Accounts (SMA) are a personalised investment portfolio run like a traditional managed fund by professional managers. However, unlike a traditional managed fund or unit trust the investments/shares are beneficially owned by the individual investor(s).
The “Evolve Managed Account” Multi Manager SMA provides a professionally constructed and managed diversified portfolio covering all asset classes including Australian and international equity, property, fixed interest and cash.
Investors are able to choose from a range of seven portfolios specifically designed to deliver risk and reward outcomes across a spectrum of risk profiles.
As the investment manager of the Multi Manager SMA’s, TMS Capital constructs the portfolios using a combination of active Investment Managers and passive equity index and fixed interest products. Wherever possible investment exposure is gained through a managed account structure meaning investors retain beneficial ownership of the underlying investments. In some cases unit trusts may be used to gain investment exposure if no suitable managed account solution can be sourced.
The multi asset class, multi manager portfolios employ a top down strategic asset allocation process with investment objectives that range from defensive fixed interest portfolios through to high growth aggressive portfolios.
External investment managers are selected by TMS Capital based on comprehensive internal and external research. This includes, but is not exclusive to their processes and ability to manage funds efficiently within an SMA structure. TMS Capital reserves the right to change managers in the Multi Manager SMA’s at its discretion.