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Shares 2018-08-10T12:28:48+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.

SMA FACT SHEETS 

Fact Sheet

WANT TO INVEST?

The Calnan Flack SMA’s offer a complete investment solution to investors seeking to invest their funds into the Australian share market using our expert knowledge of economic cycles.

If you would like to further discuss how our SMA’s can help you achieve your financial goals or to answer any questions you may have, please register your interest and we will be in touch.

Register your interest now!

LAUNCHING IN 2018

Following the success of the two funds launched in 2017 we will be launching an Economic Cycle Leaders Fund in 2018. The Economic Cycle Leaders Fund will provide investors with exposure to a portfolio of Australian and International Assets that will benefit from the Macro Economic Business Cycles as defined and taught by Phillip J Anderson & Calnan Flack Pty Ltd.

More Details

LEARN MORE ABOUT OUR SMA’S

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.

SMA STRUCTURE

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, Phillip Anderson, 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