The March Adviser Advantage Session featured Richard Ivers and Mike Younger sharing insights on the Prime Value Emerging Opportunities Fund (Class B). With a focus on small cap Australian and NZ equities, the fund continues to deliver strong, risk-adjusted returns, backed by disciplined research, quality holdings, and a proven track record of outperformance.

Stonewall's model portfolio's launch and we heard from North surrounding Lifetime Super product.

Listen to Toby Lewis, Chairman of the Stonewall Investment Committee, in this insightful recording, as he discusses the US election results, China’s economic stimulus, and updates on Stonewall’s portfolio performance. Perfect for gaining expert analysis of past market events.

Anisul Islam from Apex Compliance, our external auditor, will be discussing Statements of Advice (SOAs), including key insights into the optimal length of SOAs and exploring the innovative use of video-style SOAs.
Michael Baker will be presenting on the Gyrostat Fund, providing a comprehensive overview of its structure and potential benefits for clients.

This session will go beyond markets and dive into the core elements that will drive success in your advisory practice, as a member of the LAM network.

We explore the use of AI in the investing process and how it has driven outperformance in our global long short strategy.

In this session you will learn valuable insights into the performance of the Stonewall Capital Lifestyle portfolio's and hear expert analysis on current economic trends.
Agenda:
Overview of FY24 Model Portfolio Performance
Key Highlights and Strategic Adjustments
Economic Update and Market Forecasts
Q&A Session with Toby Lewis

Mike Younger and Richard Ivers clearly explain the Prime Value Emerging Opportunities Fund, emphasising the needs it meets for investors and the benefits of actively managed small cap exposure.

This session will delves into a flexible investment structure, which provides (unknown to many) additional unique tax benefits when utilised for intergenerational wealth transfer and education funding.

Gain valuable insights into the robust investment opportunities offered by Msquared Capital, a leading private credit fund manager. In this session, we dive deep into the strategies and performance of our two flagship funds:

Discover the Future of Financial Solutions with Insignia Financial

Join us for an exclusive session led by James Spiridon, Business Development Manager at Challenger, as he delves into the significance of Annuities and how they can revolutionise your approach to wealth management.