SMA proves popular for Aviva Investors
Aviva Investors has witnessed an overwhelming response to its recently launched SMA offering, with the product having been added to approximately 100 Approved Product Lists (APLs), including several multi-national dealer groups, since its launch last November.
After extensive consultation between Aviva Investors and its key stakeholders, the firm developed its Aviva Investors Direct SMA offering following calls from advisers for a product that took into account the regulatory and fee pressures being placed on businesses. Aviva Investors’ aim was to provide advisers with a wholesale priced, direct share offering for their individual retail and self-managed super fund clients.
As part of its offering, Aviva Investors provides access to two equity model portfolios, the Dividend Builder Model Portfolio designed for income focused investors and the Core Opportunities Model Portfolio designed for those more focused on capital growth.
The Dividend Builder Model Portfolio is a low turnover, high yielding portfolio with an emphasis on securing franked income and minimising stock turnover by investing in high yielding Australian shares. The Core Opportunities Model Portfolio is a concentrated portfolio of 15 to 25 stocks with a large cap focus and targets high levels of capital growth for long-term investors.
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