Portfolios For Direct Investment
Don’t have the time to invest yourself? Use our funds
Investor portalTHE MARKET MATTERS FUNDS
INVEST WITH CONFIDENCEWe’re delighted to offer the wider investment community an opportunity to invest alongside Market Matters with two distinct Separately Managed Account (SMA) portfolios.
You retain ownership of the shares, you benefit from our unique performance based investment approach.
We do what we do best – Invest with confidence.
About The Portfolios
Based on the popular Market Matters Flagship Growth and Active Income Portfolios, the Market Matters SMAs provide direct exposure to ASX listed securities and our active investment strategy, all without the hassle of day-to-day portfolio management.
Managed by James Gerrish, Portfolio Manager at Shaw and Partners and Author of Market Matters, the portfolios are built on a historically strong track-record and past returns offering significantly less volatility than the ASX200*.
This is an exciting time for investors and Market Matters as we’ll be investing right alongside you. We’re bringing over 100+ years of market experience, as well as our commitment to risk-adjusted performance.
Whether our portfolios complement your existing approach or provide the ‘active management’ solution you’ve been looking for, we’re confident we can add significant value, while still giving you total transparency.
*refers to income portfolio
Why We’re Different
Our Triple A Policy ensures a portfolio that combines insight with action.
- A
Active
Enjoy a high conviction approach that benefits from consistent, active management.
- A
Aligned
Invest alongside us. Put your money in the same place we have ours.
- A
Accountable
Every move explained. Stay updated and feel part of the decision, without having to lift a finger.
Market Matters Investment Approach
What are the benefits of an SMA?
A Separately Managed Account (SMA) combines the best parts of a managed fund with a direct investment. It provides you with control and direct ownership, whilst still offering convenience, flexibility and diversification, to help manage your investment risk.
At Market Matters, we believe it’s a great way for investors to build their wealth. That’s why we’re investing in our SMAs together with you. test
LEARN MOREWhy Invest in the Market Matters SMA?
Our Experience. Proven.
Market Matters is owned and operated by a group of professional money managers that make a habit of exceeding expectations. We have decades of experience, with a history of successfully navigating the domestic and international stock markets.
Our Process. Crystal Clear.
Investors have 24/7 online access to view and monitor investments, track performance and generate reports. Our process is clear and our fees are extremely competitive.
Our Partners. The Best.
Investors have 24/7 online access to view and monitor investments, track performance and generate reports. Our process is clear and our fees are extremely competitive.
Meet the Market Matters Team
DO MORE WITH YOUR MONEY
With our Active High Conviction and Active Income SMAs, you can invest in the SMA that best compliments your investment approach from an little as $20,000
It doesn’t matter if you have followed Market Matters for a long time or if you’re looking to diversify your portfolio for the first time, our SMAs take some of the best parts of our service and make it available for direct investment.
We’re not afraid to go against the grain or make bold, and at times, controversial calls. But, we’re always educated in our conviction.
Invest with Confidence – download our ‘Investor Pack’ to find out more.