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/Shares
Shares 2018-02-16T13:25:22+00:00

SHARES (SMA’S)

Calnan Flack have successfully managed bespoke Share Portfolios for Investors since our inception in 2013.

In 2017 Calnan Flack were appointed as an Investment Manager on the Powerwrap Investment Platform. We now manage two Separately Managed Accounts (SMA’s) which provides investors wanting exposure to the share market using our well documented methodologies an efficient and professionally managed solution.

VIDEOS FROM RECENT CALNAN FLACK INVESTMENT CLUB MEETING

Calnan Flack SMA Explanation
Australian Share Fund SMA
Dynamic Asset Allocation SMA

WHAT IS AN SMA?

An SMA (Separately Managed Account) is a portfolio of assets in which the investor, has beneficial ownership of the underlying shares.

The SMA model portfolios are professionally constructed and managed by Calnan Flack as the portfolio manager who has full discretion over the investment decisions within a clearly defined Investment Strategy.

BENEFITS

  • Full transparency and reduced trading costs

  • Capital gain tax advantages: you do not inherit embedded capital gains and are not subject to the redemption activity of other investors

  • Professional Model Managers will invest the portfolio to a defined investment mandate.

  • SMA’s are a highly-regulated product that holds both the Platform Provider Powerwrap and the Investment Manager Calnan Flack to the highest standards

CALNAN FLACK MODELS

Calnan Flack has two SMA Models. These can only be accessed on the Powerwrap Platform.

HOW ARE THE FUNDS MANAGED?

The Investment Committee is responsible for the management (Investment AND Compliance) of the Calnan Flack Model Portfolios

INVESTMENT COMMITTEE MEMBERS

Jeremy Calnan, Ian Flack, Robert Vagg, Katherine Burns, Kym Peters.

WATCH ROBERT VAGG FURTHER EXPLAIN THE DYNAMIC ASSET ALLOCATION MODEL

This recording of Dr Robert Vagg is taken from the May 2017 Forecasting Weekend held in Sydney. In it he further explains how the Dynamic Asset Allocation Model works.

Dr Robert Vagg Dynamic assest allocation explanation

VIEW THE SMA FACT SHEETS 

Fact Sheet