XTB expands adviser access to Fixed Income SMA Model Portfolio to Macquarie Wrap


Ian Martin

Fixed income innovator XTB today announced the expansion of its pure fixed income separately managed account (SMA) solution onto Macquarie Wrap (IDPS). The ‘ACBC Fixed Income No. 1 Model Portfolio’ was first available to financial advisers in February using Praemium SMA and SuperSMA platforms.

Today’s expansion to Macquarie Wrap enables more independent financial advisers to access the portfolio that invests solely in individual investment-grade senior corporate bonds through XTBs.

The ACBC Fixed Income No. 1 Model Portfolio was designed by Ian Martin, XTB Chief Investment Officer. Ian said making the SMA Model Portfolio available on Macquarie Wrap was a sign of continued support for individual fixed income model portfolios across numerous distribution channels.

“I developed the model portfolio in direct response to demand from advisers and will continue to work closely with adviser groups to make it more broadly available. I believe the demand for fixed income solutions is growing, in particular for portfolios that derive their returns from individual senior corporate bonds.”

Since launching in 2015, the firm has unveiled a number of new solutions to make fixed income more accessible, including white-labelled XTB model portfolios for adviser networks.

Ian Martin commented, “Our aim is to provide transparent and easy-to-access fixed-income solutions for both financial advisers and individual investors.We are proud to be driving fixed income innovation that helps Australian investors achieve more balanced investment portfolios. We look forward to announcing additional new SMA model portfolios in the coming months.”

The launch of the SMA Model Portfolio onto Macquarie Wrap coincides with the expansion of the suite of XTBs on ASX. Three more fixed-rate XTBs are today available over senior corporate bonds from Dexus, Telstra and Transurban. This brings the total number of XTBs on ASX to 50.

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