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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

Australian Ethical acknowledges the Traditional Owners of the country on which we work, the Gadigal people of the Eora Nation, and recognise and celebrate their continuing connection to land, waters and culture. We pay our respects to Elders past and present and thank them for protecting Country since time immemorial.