OUR SERVICES
Edge
Edge consists of six managed portfolios designed to meet the needs of a wide range of clients, whatever their needs and risk appetite.
Edge combines our deep expertise with a belief in the value of diversification to help you capture opportunities in a changing market, without being overly concentrated in a particular market.
eDGE
The 6 Edge portfolios are designed for broad suitability and are continuously reviewed to ensure they remain aligned with their objectives.
Managed portfolios
6 Edge portfolios
The models are made using actively managed funds,
though we will include passive funds where we think it will
benefit the portfolios in the long run. The underlying funds are selected on a best-in-class basis and we are not tied to any one fund manager allowing us to choose from the whole of the market.
Actively Managed Funds are investment funds where portfolio managers actively make decisions about buying and selling securities to outperform a specific benchmark or achieve a particular investment goal. Unlike passive funds, which aim to mirror the performance of an index, actively managed funds strive to beat the market through strategic analysis, research, and market timing.
Edge MANAGED Portfolios
Magnus Edge Portfolios
Our portfolios can be mapped to a range of standard adviser risk profiling frameworks (including those used by Wren Sterling), to support suitability assessments.
cautious
65%
16%
19%
cautious to moderate
50%
20%
30%
moderate to balanced
40%
21%
39%
balanced
30%
21%
49%
balanced to Adventurous
20%
21%
59%
Adventurous
10%
22%
68%
choosing a portfolio
What’s right for me?
Edge is ideal for those who prioritise active management and are willing to invest in a higher-cost service for potential outperformance. In contrast, Magnus’ Efficient range provides a cost-efficient alternative that still offers the benefits of active management with a focus on value and long-term growth.
Magnus Enhanced offers investors more diverse options, with additional capital gains tax (CGT) liability controls, all under a single wrapper.
Bespoke options are for clients with inherently complex circumstances where a higher degree of personal service is required.
Your Financial Planner will discuss the merits of the four options and align their recommendation with your circumstances, objectives and risk appetite.