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Global SMA offering strengthened by partnership

Global SMA offering strengthened by partnership

Eliot Hastie
— 1 minute read

A new partnership between Mason Stevens and Franklin Templeton is set to strengthen its global separately managed account service.

Mason Stevens announced the launch of the Franklin Concentrated Global Equity Ex-Australia model portfolio which seeks to outperform the MSCI World ex-Australia index.

The portfolio will be concentrated with 15-25 stocks and is designed for investors looking for global diversification and are prepared to accept higher volatility in return for higher growth potential.


Mason Stevens' managing director Thomas Bignill said there has been significant interest in a high conviction portfolio amongst clients.

“There has been solid demand for the portfolio from advisers who are seeking a high growth and global concentrated portfolio,” he said.

Mr Bignill said Franklin Templeton has a strong track record of delivering and would be a powerful addition to an adviser’s model portfolio offering.

“With an SMA structure, a client’s investments are not pooled with that of other investors (as they would be in a managed fund), so the actions of other investors do not affect all investors, and this has optimal tax benefits,” he said.

Mr Bignill said advisers were continually facing challenges in growing their business in a compliant and scalable way and the launch of this portfolio would help them.

“We are seeing them [investors] use managed accounts as a way to differentiate themselves. This way, they have the opportunity to invest in direct assets such as direct international equities and other assets that provide their clients with a diversified direct solution,” he said.

Franklin Templeton Investments Australia’s managing director Matthew Harrison said there was increasing demand for high performing SMAs amongst investors.

“We’re excited to have the Franklin global equity portfolio added to the Mason Stevens service, which has been managing global SMAs for almost a decade, offering investors the opportunity to tap into some of the world’s most progressive companies,” Mr Harrison said.



Global SMA offering strengthened by partnership
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