Human Financial Managed Portfolios
The Human Financial Managed Portfolios series is a curated range of risk-return investment options. These model portfolios can be used singly or in combination, to align with the investor's time horizons and ability to withstand market risk.
For more information about Managed Portfolios, including the Product Disclosure Statement and Target Market Determination, click here.
“Partnering with Human Financial for our Managed Portfolios solution has been a game-changer for both our clients and our business.
“Their investment expertise and disciplined portfolio management deliver tailored investment strategies for our clients that align with their goals, whilst also ensuring that their portfolios are actively managed by a team of professionals.
“From a business perspective, the efficiency gains have been remarkable. The streamlined implementation, ongoing portfolio oversight and regular reporting have freed up valuable time, allowing us to focus more on strategic planning and client engagement.”
— Michael Williams, Financial Adviser, JSA Group
-
Dynamic series
-
Strategic series
HF Strategic 50 • 70 • 85 • 100
HF International Growth 100Invests mainly in actively managed underlying investments with the ability for the Portfolio Manager to vary the allocation within each asset class but retaining the same overall split between growth and defensive assets.
-
Enhanced Index series
HF Enhanced Index 30 • 50 • 70 • 85 • 100
Invests mainly in index focused growth underlying investments and active defensive underlying investments with the ability for the Portfolio Manager to vary the allocation within each asset class but retaining the same overall split between growth and defensive assets.