Oakleigh Investment Management
Oakleigh 18.6 Strategic Investment Portfolio
The Oakleigh 18.6 Strategic Investment Portfolio is an investment solution tailored to a philosophy driven by the long term cyclical real estate and banking cycle.
Oakleigh Flagship Equities Portfolio
The Oakleigh Flagship Equities Portfolio is a transparent, fully managed investment solution with a share investment strategy focused on capital preservation and long-term returns above inflation.
Oakleigh Multi Asset Growth Portfolio
The Oakleigh Multi Asset Growth Portfolio is a transparent, fully managed investment solution with a tailored multi-asset investment strategy focused on capital preservation and long-term returns above inflation.
The Investment Committee of the Oakleigh 18.6 Strategic Investment Portfolio comprises four members with over 80 years of combined experience in the real estate and securities markets - Tim Moffatt of Oakleigh Financial, David Prescott of Lanyon Asset Management, Phil Anderson and Ahkil Patel of Property Share Market Economics.
Investment Committee - ALL Portfolios
Tim Moffatt
Managing Director Oakleigh Financial Services
15 years experience in Stockbroking, Financial Advisory and Wealth Management
David Prescott
Managing Director & Portfolio Manager Lanyon Asset Management
20 years funds management experience in Australia & the UK
Investment Committee - 18.6 Strategic investment model portfolio
Phil and Ahkil are providing asset allocation, geographic and sub-sector preference input specific to the Real Estate and Banking Cycle plus additional oversight of the Oakleigh 18.6 Strategic Investment Model Portfolio:
Phil Anderson
Director and Founder of Property Sharemarket Economics
Author of ”The Secret Life of Real Estate and Banking”
Akhil Patel
Director and Founder of Property Sharemarket Economics
Author of “The Secret Wealth Advantage”
Separately Managed Account (SMA) & Platforms
What is a SMA
Assets are owned by you, your Superannuation, Pension, Self-Managed Superannuation Fund or Family Trust via a custodian and administered by a Wrap service on your behalf.
You are the beneficial owner, but assets are held and administered on your behalf.
Unlike a Unit Trust, assets in each portfolio are not pooled together.
Oakleigh Investment Management is an approved Investment Manager with MIML (Macquarie Investment Management Limited).
As changes are made to each Oakleigh portfolio, these changes are reflected and made for all clients invested in that portfolio simultaneously.
SMA Benefits
Transparency – You and your adviser can view all of the underlying securities in your portfolio (which you can’t do in a managed fund).
Agility – SMAs offer the advantages of dynamic asset allocation, allowing the investment manager to take advantage of emerging opportunities and manage risk for your investment portfolio.
Lower transaction costs ($5.50 per transaction) – Trades in listed security trades are aggregated, which means an investor is likely to pay lower brokerage than they would pay if trading listed securities directly.
Tax efficiency – Your tax position is unaffected by other investors. There is also no inherited tax liability, as can occur in a managed fund.
Convenience – Once you decide on which portfolio option best suits you, the investment manager can manage your investment portfolio and rebalance without having to provide additional advice.
Administrative ease – SMAs offer comprehensive reporting.
Portability – You can exit an SMA and transfer shares out, transfer shares between model portfolios and in some cases transfer shares into the SMA.
Platform - Macquarie
The Oakleigh portfolios are available on multiple Macquarie Wrap platforms
Options for a diverse range of clients with investment and super/pension catered for:
Direct investment, trusts, SMSF, superannuation and pension accounts
Macquarie platforms offer a cost competitive alternative to a range of different client types:
Manager II – Typically useful for simple or smaller investment needs
Consolidator II – Elevate – Typically beneficial for multiple or larger accounts i.e. SMSFs, trusts or other/multiple family members investment accounts
High online and technical capabilities – online and mobile (App) access
Cost Savings – low administration and transaction fees
Timely, competent client and adviser support provided