CoreSeries managed portfolios’ three year anniversary

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Information for advice professionals only.

In this episode, Portfolio Manager Joel Grosvenor, reflects on the first three years of the CoreSeries portfolios.  Joel discusses how the portfolios have performed, key changes he has made since inception and his areas of focus for 2022.  As part of this, Joel explains a unique feature of CoreSeries, the ability to transition mangers off platform, and the advantages this brings.

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Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.