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15 July 2020 | IMP

Individually Managed Portfolios – A smart way to invest

Individually Managed Portfolios – A smart way to invest

A key service offering at Baker Young is Individually Managed Portfolios (IMP). Managing our client’s portfolios for them allows us to us act quickly to changes in the market, maximising results and minimising risk.

With every transaction we notify our IMP clients with a confirmation note and a letter explaining the reasoning behind the transaction. Some good examples of reasons for investment are within this newsletter (such as the stories on Newcrest, Aristocrat and Family Zone) and on the Insights & Trades page of our website.

Everyone has different investment needs, so we have built five model portfolios to choose from. Below we show the investment models and the performance they have achieved over the last 10 years. Whereas part performance does not predict our future performance, it lets you understand the quality of our investment managers.

The links below will take you to a more detailed summary for each portfolio:

IMP 100I  a model portfolio designed to more for income than growth with the majority of the funds invested in the top 100 ASX listed companies

IMP 100T  |  a model portfolio designed to more for growth than income with the majority of the funds invested in the top 100 ASX listed companies

IMP 200   |  a model portfolio designed with the majority of the funds invested in the top 200 ASX listed companies

IMP 300  |  a model portfolio designed with the majority of the funds invested in the top 300 ASX listed companies

YMP  |  a model portfolio designed for income with the majority of the funds invested in the top 100 ASX listed companies

Read the latest quarterly review for our Individually Managed Portfolios here.

For more information about our Individually Managed Portfolios, contact us to speak to one of our specialists.