AdviserVoice: Activam Group delivers strong FY24 returns

Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year.

Our High Growth portfolio returned 15.1%, while the Balanced Portfolio delivered a notable 13.2%, the Moderate portfolio also achieved double-digit returns at 10.9%, outperforming our investment objectives across the series. These returns are net of management fees but do not include platform or administration fees.

Activam Group’s Managing Director, Robert Talevski, said “We are thrilled with our performance over the past year, maintaining our strong track record,” he stated. Adding, “At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes.”

Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles.

Talevski added, “With the substantial divergence in asset class returns over the past 12 months, a well-executed asset allocation strategy was critically important, and this has become more evident than ever before. At Activam asset allocation is at the core of our philosophy, we’re active in managing investments, through capturing opportunities”.

These portfolios are currently available on the BT, North, and Macquarie platforms.

*This media release is for informational purposes only and does not constitute financial advice. Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. The managed portfolio performance represents total returns. Returns have been calculated using the time-weighted method and are after fees. This information is general in nature and does not take into account your personal objectives, financial situation, r needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.