SHARENET MULTI MANAGEMENT

The Sharenet multi management team has been managing fund-of-funds for years and has built up a formidable track record. The team members have an average of 12 years investments experience. In 2016, we extended our service offering to include consulting solutions on Wrap funds, drawing on our background of managing multi asset fund-of-funds. The team manages the asset allocation of the Wrap funds and selects the best managers in their respective areas of expertise to manage these funds.

MODEL PORTFOLIOS
(WRAP FUNDS)

As a financial planner, your time is valuable and you want to be able to focus on the areas that make the biggest difference to your client's well-being. Sharenet Investments can help you service your clients promptly and professionally, using Wrap Funds (Model Portfolios).

We currently work with the following LISP platforms with more to follow:

WHAT IS A WRAP FUND?

Wrap funds consist of pre-packaged combinations of unit trusts structured around different objectives and can vary depending on the needs of a group of investors. We classify our models into risk categories and manage them accordingly. Wrap funds are not registered Collective Investment Scheme (CIS), but simply a collection of registered unit trusts. This means the Wrap funds are not unitized and the investor holds the underlying investments directly. The Wrap fund is managed as a model portfolio that investors are aligned to automatically. This is important for TCF (treat client fairly) regulations, as all investors always have the same solution and any changes are implemented for all investors simultaneously.

OUR SOLUTION

Sharenet Multi Management can provide a custom Wrap portfolio solution that best suits the needs of your clients. You can participate in the investment management process, which would help us meet your objectives and provide you with insight of the portfolio so you can offer them to your clients with complete confidence.

 

OUR VALUE ADD:

Experienced team with more than 60 years of expertise. Wealth of resources and research which adds value to your products. Your own brand - you maintain control over your client's investments.
We ensure compliance on all client portfolios (TCF) Reduce your administrative burden and focus on service delivery to your clients. Custom reporting and own-branded fact sheets.
Experienced team with more than 60 years of expertise. Wealth of resources and research which adds value to your products.
Your own brand - you maintain control over your client's investments. We ensure compliance on all client portfolios (TCF)
Reduce your administrative burden and focus on service delivery to your clients. Custom reporting and own-branded fact sheets.

"The goal of Sharenet Investments Model Portfolios is to deliver the highest possible return while maintaining the stability of that return within the portfolio."

SHARENET WRAP FUNDS

Sharenet Investments offers four Wrap Funds on a range of risk profiles, giving the adviser the opportunity to build a client book until economies of scale allows you to launch your own Wrap Funds. The adviser receives all the benefits of having his own Wrap Funds, but does not participate in the investment management process.

Sharenet
Investments
Cautious
 
  • Risk Profile: Conservative
  • Low Equity: 40%
  • Reg 28 Compliant
Sharenet
Investments
High Growth
 
  • Risk Profile: Moderate Aggressive
  • High Equity: 75%
  • Reg 28 Compliant
Sharenet
Investments
Moderate
 
  • Risk Profile: Moderate
  • Medium Equity: 60%
  • Reg 28 Compliant
Sharenet
Investments
Equity
 
  • Risk Profile: Aggressive
  • Equity: 90%

INTERESTED?

Our solutions are currently offered on Glacier with more LISPs to follow. If our Wraps are not offered on your platform, please contact us and we will assist you to make our solutions available on your platform.