The multi-gen appeal of managed investments

Published at Dec 9, 2015, in Features

From Generation Y to Gen X and the Baby Boomers, it seems managed portfolios have become an attractive investment for all generations of investors.

In a recent white paper released by ASX listed financial services company HUB24 (ASX:HUB), a financial services company listed on the Australian Stock Exchange titled, The cross-generational appeal of managed portfolios Managing Director Andrew Alcock said the benefits of managed portfolios include all those associated with direct asset ownership such as greater flexibility, cost reduction, transparency and better control of tax outcomes.

“Managed portfolios are a great fit for Self-Managed Superannuation Funds (SMSFs), with SMSF trustees typically look for greater control, choice and transparency of assets. Managed portfolios combine attractive features of both direct investment and traditional managed funds,” Alcock said.

He added: “Managed portfolios are becoming increasingly popular with a cross section of investors, from younger Gen X and Gen Y investors who would normally lack the confidence to select particular stocks themselves, through to more sophisticated Baby Boomer investors.

“Younger Gen X and Gen Y investors are typically time poor and tech savvy. They are looking for more transparent alternatives to managed funds that enable greater engagement with individual securities, but with more professional insight than if they were to select and invest in equities themselves.

“The broad appeal has meant these younger investors, who typically have a smaller pool of funds to invest than an older investor, are accessing managed portfolios as a logical way to start their investment journey,” he said.

You can read the full white paper, below.

HUB24.White.Paper_The cross-generational.appeal.of.managed.portfolios-December.2015

S3 Consortium Pty Ltd (CAR No.433913) is a corporate authorised representative of LeMessurier Securities Pty Ltd (AFSL No. 296877). The information contained in this article is general information only. Any advice is general advice only. Neither your personal objectives, financial situation nor needs have been taken into consideration. Accordingly you should consider how appropriate the advice (if any) is to those objectives, financial situation and needs, before acting on the advice.

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