You can select a managed portfolio to suit your client’s specific needs, goals and risk preferences. Managed portfolios can consist of any mix of cash, direct securities (global and domestic), ETFs, LICs, managed funds and more, and can include single sector strategies (Australian equities, international equities, etc.), or diversified strategies (such as defensive, balanced or growth).

With HUB24, your clients can hold multiple managed portfolios alongside other investments, all within the one account. This means they have access to:

• A broad range of managed portfolios and managed funds
• Australian and global listed securities
• A variety of ETFs and term deposit options
• Insurance products and retirement solutions

This flexibility and choice allow you to tailor a portfolio to meet your client’s needs.