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/Shares Portfolios
Shares Portfolios 2019-06-17T13:01:47+10:00

SHARE PORTFOLIOS MANAGED BY CALNAN FLACK

Since our inception in 2013 Calnan Flack have managed share portfolios for Investors. Initially managing bespoke Share Portfolios and since March 2017 our Investment Team have managed Separately Managed Accounts (SMA’s) on the Powerwrap Investment Platform.

We now manage three (SMA’s) which provides investors wanting exposure to the share market using our well documented methodologies efficient and professionally managed solutions.

CALNAN FLACK MODEL PORTFOLIOS

AUSTRALIAN SHARE FUND

With an “Opportunistic” investment style and a focus on Growth, this Australian shares fund consists predominately of shares from the ASX 300 index and Listed ETFs.

DYNAMIC ASSET ALLOCATION FUND

Where the manager seeks to enhance investment returns by making changes to the underlying asset allocation of the fund based on changing market conditions.

AUSTRALIAN SHARE FUND

PERFORMANCE

DYNAMIC ASSET ALLOCATION FUND

PERFORMANCE

SMA’s FACT SHEET

AUSTRALIAN SHARE FUND

REVIEW

DYNAMIC ASSET ALLOCATION FUND

REVIEW

ARCHIVED PERFORMANCE

REPORTS AND REVIEWS

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!

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.

SMA STRUCTURE

LEARN MORE ABOUT OUR SMA’S

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

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