Portfolios For Direct Investment
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THE 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.
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A
Active
Enjoy a high conviction approach that benefits from consistent, active management.
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A
Aligned
Invest alongside us. Put your money in the same place we have ours.
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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
James is Market Matters’ Primary Author and major shareholder writing daily content and directing the Market Matters portfolios. He is also a Portfolio Manager at Shaw and Partners, one of Australia’s leading financial services firms with approx $20 billion of assets under advice. James brings over 15 years experience, holds a Bachelor of Management & sits on the Market Matters Investment Committee.
Peter is a Director of Market Matters & heads up our Compliance & Operations function bringing with him 23 years of financial industry experience, including 17 years in providing professional financial advice to clients as a CFP. Peter also sits on the Market Matters Investment Committee. Peter is a shareholder of Market Matters.
As a Fellow of both the Governance Institute of Australia and Fellow and Life Member the GRC Institute, Peter is a recognised leader in the governance, risk management compliance community. Peter provides compliance services to Market Matters and also sits on the Market Matters Investment Committee.
Harrison contributes daily to the Market Matters reports and is instrumental in researching stock opportunities. He is currently a Portfolio Manager at Shaw & Partners having previously worked in the derivatives and risk team. He holds a Batchelor of Economics from the University of Sydney. Harrison is a shareholder of Market Matters.
Vanessa is Operations Manager at Market Matters and holds a Bachelor of Economics, with a double major in Economics and Government/International Relations from the University of Sydney. She has a Diploma of Advanced Business Mandarin obtained from the University of International Business and Economics in Beijing, China, and she holds the relevant RG-146 qualifications.
Adam Sanders is a Senior Market Strategist with Market Matters, a keen market enthusiast with interests in charting, trading and technical analysis. He holds a Bachelor of Commerce from Macquarie University and a Certificate IV in Finance as well as the relevant RG-146 qualifications. Adam is an integral part of The Market Matters Team having been with us from (almost) the beginning.
Nitish supports the analytical side of Market Matters while also coordinating our marketing efforts. He has held a number of varied rolls in financial services and is currently in his final year studying a Bachelors of Applied Finance from Macquarie University. He holds the relevant RG-146 qualifications to provide general advice on Australian equities and investments.
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.
