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How we created our advised portfolios
When we set out to build advised portfolios, our goal was simple: create diverse, low-fee, tax-efficient portfolios. Here's a look at the thinking behind how we made them.
AFIC's hundred-year long game (Australian Foundation Investment Company)
Geoff Driver is General Manager at Australian Foundation Investment Company (AFIC), the century-old ASX mainstay managing $10B in assets.
Kiwi Property’s retail “fortress”
We break down Kiwi Property’s $3B portfolio, and why they’ve sold off some major assets to double down on "fortress" locations. Hear how they secured the only New Zealand locations for retail icons like Zara and IKEA.
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