As the Investment Manager of your CARE managed portfolios, the CARE Investment Committee is committed to help you to achieve your financial goals and objectives in the long-term. An important part of our investment process is to engage skilled investment specialists to manage the Enhanced portion (E) of your overall CARE investment portfolio. We follow a thorough selection process to choose the managers that align with our macroeconomic views and outlook for the domestic and global economy and global investment markets. Following a comprehensive review of our CARE Enhanced International portfolio, the Investment Committee will appoint two new managers to replace Magellan Financial Group. The SPDR® S&P® Global Dividend Fund, which is focused on providing a high income to investors will be maintained.
CARE Enhanced IEQ Portfolio Model Changes
insight
Recent Posts
- Supporting Your Adult Children Without Ruining Your Retirement
- Aged Care Planning: A Wake-Up Call for Discussion
- Financial Success: Beyond the Numbers
- Self Managed Superannuation: Am I Too Young to Manage My Super?
- Retirement Planning: How much can you spend in retirement? A client’s financial journey