A2M : $6.74
AFI : $7.22
AGL : $10.31
AIA : $6.94
ALD : $35.28
ALL : $46.10
ALQ : $13.96
ALU : $66.80
ALX : $5.36
AMC : $15.49
ANZ : $28.09
ARG : $8.67
ASX : $63.07
AWC : $1.68
AZJ : $3.68
BEN : $10.72
BHP : $44.97
BKW : $26.75
BLD : $5.80
BSL : $21.36
BXB : $14.26
CAR : $35.20
CBA : $120.70
CGF : $6.41
COH : $330.82
COL : $16.28
CPU : $26.67
CSL : $279.98
CSR : $8.91
CWY : $2.67
EBO : $32.10
EDV : $5.09
EVN : $3.87
FLT : $20.43
FMG : $27.07
FPH : $26.44
GQG : $2.44
HVN : $4.31
IAG : $6.38
IEL : $16.04
IFT : $9.92
IGO : $7.85
IPL : $2.93
JBH : $57.15
JHX : $54.98
LYC : $6.97
MCY : $5.95
MEZ : $5.56
MIN : $78.40
MPL : $3.61
MQG : $190.60
MTS : $3.85
NAB : $34.48
NEM : $63.75
NIC : $1.02
NST : $14.70
NWL : $20.41
NXT : $17.60
ORG : $9.94
ORI : $18.56
PDN : $16.23
PLS : $4.10
PME : $117.30
PMV : $29.65
QAN : $6.11
QBE : $17.47
QUB : $3.53
REA : $188.55
REH : $26.06
RHC : $49.93
RIO : $132.22
RMD : $32.87
RWC : $5.01
S32 : $3.76
SDF : $5.70
SEK : $22.72
SFR : $9.62
SHL : $26.67
SOL : $32.04
SPK : $3.85
SQ2 : $107.44
STO : $7.54
SUN : $16.31
SVW : $38.96
TLC : $5.17
TLS : $3.69
TLX : $14.82
TNE : $15.89
TPG : $4.59
TWE : $11.52
VEA : $3.38
WBC : $26.77
WDS : $27.52
WES : $68.27
WHC : $7.42
WOR : $14.71
WOW : $31.71
WTC : $98.33
XRO : $121.14
YAL : $5.95

Asset Consulting and Investment Management for SMA Portfolios

KK Asset Consulting Pty Ltd (KKAC) has partnered with Wealthtrac under contract for over 3 years providing investment management services.

Key Services

  • Research on fund managers and their products.
  • Forming a panel of approximately 40 managers and undertaking regular in depth research and performance analysis, including regular meetings with senior portfolio managers with each panel manager.
  • Providing quarterly reports on global markets and economic commentary.
  • Undertaking portfolio analysis and recommendations regarding Strategic and Tactical Asset Allocation for each portfolio.
  • Providing quarterly performance reports and commentary for each SMA.

Portfolio Performance

The graph below maps the performance of a growth portfolio constructed by KKAC over 10 years to 2023 compared with its peer group Morningstar benchmark.

Wealthtrac Growth SMA Portfolio Performance

KKAC has significantly outperformed the benchmark and added alpha in every year except 2022 where some managers failed to reach targets in a very volatile market.

Wealthtrac SMA clients have full access to the services KKAC provides as a strategic partner in our portfolio management process.

People

KKAC is led by two investment professionals with many years experience in managed fund research and portfolio construction.

Kris Kondov

Kris has over 20 years experience working with specialist investment organisations including McGregor Asset Consulting, Intech Investment Consultants and Morningstar.

Jeremy Graham-Higgs

Jeremy has over 20 years experience in portfolio construction, asset allocation and developing approved product lists for BT Financial group.