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Spotlight: Australian Shares SMA Portfolio

Join Mark Williams as he unveils the key drivers behind the recent performance of our Australian Shares SMA Portfolio.
Published 29 Aug 2023   |   11 min watch

Topics covered:

  • Investment objective & strategy
  • FY23 performance
  • Stock selection
  • Stock research & analysis
  • Top holdings
  • Key industry & sector exposures
  • ESG & ethical analysis
  • Risk management
  • Recent additions & exclusions
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