Libertas FP to offer SMA portfolios

posted on November 12th, 2014 by Bellmont Research Team

Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list.

The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors direct exposure to the earnings growth, dividends and franking credits of around 30 of Australia’s biggest companies.

The portfolio is designed to exhibit high correlation with the ASX200, but systematically adopting overweight positions in companies that are trading at lower than average valuation multiples, and underweight positions in those that are trading at above average multiples.

The Bellmont Buy-Write Portfolio uses the Bellmont Core Equity Portfolio as a base and adds a buy-write overlay that swaps the possibility of ‘blue sky’ returns in any period, for the certainty of regular premium income.

“We are seeing many of the leading independent financial planning groups move towards to the managed accounts space especially for Australian Equities,” said Bellmont Securities director David Montuoro said.

Libertas Financial Planning currently has around 30 authorised representatives working under the AFSL.

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