Wealth Management

Introducing Kelly+Partners BlueCore Model Portfolios

by Steven Grogg
2 min read
28 May 2024

Introducing Kelly+Partners Private Wealth BlueCore Model Portfolios

Kelly+Partners Private Wealth has launched the BlueCore Model Portfolios - a new suite of actively managed portfolio solutions that form the foundation of our ‘Core Satellite’ investment approach for clients.

 

The BlueCore models encompass three distinct portfolios:

  1. Income Model – Focuses on income generation

  2. Balanced Model – A balance between income & capital appreciation

  3. Growth Model – Emphasis placed on capital appreciation
BlueCore

Institutional-grade portfolio management

The new BlueCore Model Portfolios are a significant evolution of our wholesale investment capabilities and helps to solidify our position as a trusted partner for sophisticated and wholesale investor clients seeking comprehensive wealth management strategies.

Developed in partnership with Resonant Asset Management, a boutique Australian based investment manager specialising in multi-asset and multi-manager portfolio development, means we can draw on a significant amount of combined investment market experience, and deliver portfolios constructed using a blend of institution al grade quantitative research and fundamental analysis.

Features of the BlueCore Managed Portfolios

The BlueCore Managed Portfolios are a Separately Managed Account (SMA). This is a type of portfolio structure that means investors maintain beneficial interest in a professionally constructed and transparent managed portfolio.

 

Control

The BlueCore Investment Portfolios sit inside the client’s platform account, but all underlying holdings are directly owned by the client.
Control

Transparency

The BlueCore Investment Portfolio provides clients with a complete look through of their investments including assessment of the manager’s transactions, holdings, tax efficiency, fees & expenses, and sources of return.
Transparency

Active Management

Portfolios are monitored on a constant daily basis by a dedicated institutional grade investment team. Increased level of active portfolio management (within turnover target) and no missed opportunity cost due to immediate implementation.
Active Management

Risk Management

The BlueCore Investment Portfolios allow for timely implementation of investment changes to better manage portfolio risk and take advantage of investment opportunities as they arise.
Risk Management

Online Reporting

Investors have online access to their portfolio at all times and can see exactly how it is being managed via the HUB24 platform.
Online Reporting

Tax Advantages & Income

Investors are eligible for dividends & franking credits. There is no embedded tax liability within an SMA structure and investors do not realise tax consequences as others enter or leave the scheme.
Tax Advantages & Income

For more information, get in touch with our Private Wealth team.

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