In June 2019, Perpetual and Mainstream started using Rivkin Portfolio's in their Separately Managed Account (SMA) offering that gives investors the opportunity to follow our proven strategies. Rivkin runs four portfolios that are offered through the SMA platform. Each portfolio is designed for a different investor type ranging from growth to defensive. Here you can find more information on our Capital Stable Portfolio.
Capital Stable
This portfolio targets a low volatility portfolio that aims to achieve a return of 4% above the Reserve Bank cash rate. It is perfect for investors who want modest return with lower risk than the broader stock market.
Table 1: Summary of Capital Stable Portfolio
The Capital Stable portfolio holds four Exchange Traded Funds that have been selected due to their low correlation with each other. What this means is that the overall portfolio aims to produce returns with a very low level of day to day fluctuation in the portfolio value. This is perfect for investors who don’t have a high tolerance for risk.
PORTFOLIO PERFORMANCE
The SMA product has been running live since June 2019 and therefore results for the Capital Stable portfolio within this structure go back to this date. The table below shows monthly returns for this portfolio after all fees and brokerage. Returns for June represent performance from the launch date of 12 June to the end of the month.
Table 2a: Monthly Returns of Capital Stable portfolio in the SMA structure
The Capital Stable portfolio has been running as a Live strategy by Rivkin Asset Management for its wholesale clients. This means we have live performance data for an actual account going back to September 2017. The table below shows the monthly returns of an account following the Capital Stable portfolio.
Table 2b: Monthly Returns of Capital Stable portfolio compiled from Rivkin’s Wholesale Low Volatility product returns
Features of a Separately Managed Account
- Choose from four professionally constructed portfolios depending on your needs
- All portfolio management is taken care of for you
- Access Rivkin’s systematic strategies that have proven themselves in live trading in our retail advice product
- Obtain institutional brokerage rates that are not typically available to individual investors
- Execution is performed using algorithms that spread trading out across the day to obtain a fair price
- No upfront cost – management fees are deducted from your account on a monthly basis
For complete list of risks and costs involved with Mainstream Separetly Managed Accounts please refer to the Product Disclosure Statement. The PDS for this product is issued by The Trust Company (RE Services) Limited a part of the Perpetual Group, ABN 45 003 278 831,AFSL No 235150.
Please search our website or request the PDS to understand full risks and cost of the product before taking decision to invest in it.
Important Notice: Please consider your own financial situation before investing in our products. Rivkin does not provide personal financial advice and does not take anyone’s personal financial situation into account when structuring its model portfolios.
Past performance and/or backtesting is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
The PDS for Mainstream SMA product has been prepared by The Trust Company (ABN 45 003 278 831, AFSL 235150) and issued by The Trust Company (ABN 45 003 278 831, AFSL 235150) as responsible entity and the issuer of units in the Mainstream Separately Managed Accounts. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement, available on www.rivkin.com.au, prior to making any investment decisions. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.
