Macrovue global share SMAs available via Praemium
Macrovue has announced that the first three of its 22 thematic global share portfolios would be available as separately managed accounts (SMAs) via platform provider Praemium.
The investment manager said the SMAs would be available for an investment management fee of 80 basis points, with no performance fees attached.
“Thematic portfolios are becoming more and more important for advisers to consider when thinking about a client’s overall portfolio,” the manager said.
“Having the Macrovue thematic global share portfolios available for advisers delivers leading investment solutions and global diversification for advisers managing clients’ investments.”
Macrovue said its portfolio construction process combines a proprietary quantitative model with bottom-up fundamental research to select a concentrated portfolio of 10 stocks that meet the objectives of the theme.
The Macrovue global thematic portfolios that have been added to the Praemium platform include: the Macrovue Car of the Future Concentrated Equity SMA; the Macrovue Disruptive Technologies Concentrated Equity SMA; and the Macrovue International Equity Income Concentrated SMA.
The trend towards SMAs does not seem to be disappearing, and Money Management is currently investigating the drivers and beneficiaries from this growth. Advisers who complete our survey will be in the running to win a bottle of Penfolds Grange Hermitage.
Recommended for you
As larger Australian Financial Services licensees continue to expand their reach in an increasingly expensive industry to operate, how do smaller firms ensure they stay relevant and efficient?
HUB24 has added almost 600 advisers in the 2025 financial year as the platform capitalises on opportunities presented in wealth management.
Wealth Architects has acquired a Cairns-based advice practice as it seeks to expand its national advice presence.
While the overall gender wage gap has decreased slightly, the Financy Women’s Index reveals the gap has widened for employees in the financial and insurance services sector.
