Innovative Solutions
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Managed Portfolios
BPW Managed Portfolios
Our managed portfolios are multi-asset diversified portfolios investing in a range of high-quality investments.
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Multi-asset managed portfolios
Active, diversified portfolio aligned to Lonsec’s dynamic portfolio management framework investing in traditional assets and incorporating alternative assets.
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Listed Managed Portfolio
Diversified portfolios aligned to Lonsec’s dynamic portfolio management process across a variety of risk profiles investing largely in a mix of direct equities and Exchange Traded Funds (ETF)
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Retirement Managed Portfolios
Diversified, objective-based portfolios focused on generating income and growth, as well as managing all retirement risks including sequencing, drawdown and inflation.
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BPW Separately Managed Accounts
Our listed managed accounts provide a range of portfolio solutions investing in listed securities in the Australian equity sector.
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CORE Portfolio
Active, concentrated, low-turnover strategy focused on quality Australian large cap shares with a balance between growth and income.
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INCOME Portfolio
Active, concentrated, low-turnover strategy focused and quality yield generating shares with high levels of franking.
