Atchison Active Australian Shares Portfolio

An all-in-one solution for your Australian share exposure, investing across a broad spectrum of asset types and structures to deliver a diversified solution.

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Why Atchison Active Australian Shares Portfolio?

Diversification

Benefit from Atchison’s ‘core-satellite’ approach to investing which seeks to deliver strong risk-adjusted returns by utilising both passive and actively managed investments.

Franking credits

Access valuable franking credits for your clients which have added close to 2 per cent per annum to returns over the last few decades.

Risk-focused

Atchison’s institutional quality systems ensure your portfolio is diversified across styles, company sectors, market caps and geography.

Flexibility

Atchison’s unique asset class sleeve structure allows you to stay in control of the asset class decision, if you wish, and supports greater client adoption.

Solutions

Atchison builds product solutions for financial advisers and their clients to support the outsourcing of investment execution. This is via three distinct managed account offerings: off-the-shelf SMA's, Individual asset classes, and tailored SMA's - all of which can be white labeled, meaning your branding and your logo.

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