Quilla’s portfolio solutions.
In addition to our customised portfolio solutions, we offer a range of ‘off the shelf’ ready-to-use separately managed account portfolios across a number of platforms.
Quilla’s Masthead Series is a suite of real return, multi-asset class, multi-manager portfolios across three risk/return profiles. The portfolios are actively managed through Quilla’s dynamic asset allocation and investment manager selection processes. We dynamically adjust the portfolios’ allocations to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making.
Please Contact Us for Fact Sheets.
Quilla’s Index Series is a suite of real return, multi-asset class portfolios across three risk/return profiles. The portfolios are invested in index instruments, including ASX ETFs, LICs and passive managed funds. Quilla actively manages the portfolios’ dynamic asset allocation to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary through time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making.
Please Contact Us for Fact Sheets.
Designed for:
Investors who place high importance on capital preservation and are prepared to pay a little extra for it (compared to our Index series).
Designed for:
Investors who are prepared to take on more risk (compared to our Masthead series) but appreciate the low-cost structure of these portfolios.
Offered on:
Offered on:
Quilla Specialist Portfolios
A suite of real return, multi-asset class, multi-manager portfolios across four risk/return profiles. The portfolios are actively managed through Quilla’s dynamic asset allocation and investment manager selection processes. We dynamically adjust the portfolios’ allocations to achieve a high probability of meeting or exceeding the required return objectives while maintaining the stated risk profiles. The mix of asset classes and strategies in the portfolios will vary over time depending on our forward-looking estimates of market risk and return. Our style is active value management with quantitative foundations and qualitative decision-making.
Portfolio overview
The portfolio is designed for investors who seek income and capital growth by investing in a diversified portfolio. Investors should be prepared to accept a medium level of risk to achieve the portfolio objective. In general, the portfolio will hold around 50% in growth and alternative assets and 50% in income assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.
Portfolio overview
The portfolio is designed for investors who seek income and capital growth by investing in a diversified portfolio. Investors should be prepared to accept a medium to high level of risk to achieve the portfolio objective. In general, the portfolio will hold around 60% in growth and alternative assets and 40% in income assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.
Portfolio overview
The portfolio is designed for investors who seek income and capital growth by investing in a diversified portfolio. Investors should be prepared to accept a medium to high level of risk to achieve the portfolio objective. In general, the portfolio will hold around 70% in growth and alternative assets and 30% in income assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.
Portfolio overview
The portfolio is designed for investors who seek the potential for high capital growth by investing in a diversified portfolio. They are prepared to accept a high level of risk to achieve this objective. In general, the portfolio will hold around 90% in growth and alternative assets and 10% in income assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.
Please click here to contact us for more information on each portfolio including the target portfolio weightings, constituents, and factsheets.
Offered on:
