My Future First Portfolios
Exclusive to Coastline Advice, our My Future First Managed Portfolios were developed in collaboration with investment specialists, InvestSense, and in partnership with North, Netwealth and BT Panorama. My Future First Managed Portfolios offer high quality, agile, transparent, cost-effective investment capabilities.
The My Future First Portfolios are a range of Managed Accounts that are invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash.
The My Future First Portfolios use a dynamic asset allocation process. This means the mix of asset classes will change over time as markets conditions change. This process aims to improve expected returns while reducing the risk of losses.
More Information
The investment manager, InvestSense, aims to limit the frequency of changes in order to minimise transaction costs. There is a My Future First Portfolio to suit your risk profile including 30%, 50%, 60%, 70%, 85% and 100% growth portfolios. Ask your Coastline Advice Adviser for more information.
- My Future First 30% Target Market Determination
- My Future First 50% Target Market Determination
- My Future First 70% Target Market Determination
- My Future First 85% Target Market Determination
- My Future First 100% Target Market Determination
Typical Australian Equities Portfolio
This is an illustration only and subject to change.
How the model portfolios are invested
Forward-looking
We strive to understand how the future might be different from the past. We take a forward-looking view of expected returns and provide investors with an understanding of expected outcomes and inherent risks in financial markets.
Valuation driven
We use a valuation-based investment approach, which aims to determine which assets are cheaper relative to each other, and therefore how much investors are likely to benefit from owning them. This ensures investors are sufficiently rewarded for the risks they are undertaking.
Transparent
We use a sophisticated approach to
investing. However, we aim to be open and transparent in all of our decisions. Through your online login, you can see what’s in
your portfolio and can explore the inner workings of your portfolio in real time.
Grounded in community
Edge and Coastline have always lived and breathed community at the core of why we exist. We don’t simply put our name on things; we stand shoulder to shoulder with our local communities, coaching local sporting teams, caring for our environment, and living the same lifestyle values we advocate for our clients.
More services, more expertise, and more benefits
Bringing together teams with such broad and complimentary skillsets under the Coastline Advice banner means you can access the full spectrum of financial planning services and advice all from the same firm.
From mortgage broking, financial literacy workshops, and corporate education seminars to family wealth management and retirement planning, everything you need is now in one accessible place.
Frequently asked questions
What is a managed portfolio?
A managed portfolio is an investment portfolio professionally managed by an investment manager. It includes a diversified mix of assets tailored to meet investors’ objectives and risk tolerance.
Managed portfolios offer the convenience of expert management and ongoing oversight, making them suitable for those seeking a hands-off approach to investing. To find out more and to hear about our managed portfolio “My Future First”, speak to one of the Financial Advisers.
What is diversification and why is it important?
Diversification is a strategy of spreading investments across different assets or regions to reduce risk. By avoiding overexposure to any single investment or risk factor, diversification helps investors manage volatility, potentially improving long-term returns and providing a more stable investment experience.
What is an equity?
An equity, or stock, represents ownership in a company. Shareholders receive dividends and voting rights and may profit from capital gains or losses as the stock price fluctuates based on the company’s performance and market conditions.
How do I determine my risk tolerance in investing?
Determining your risk tolerance involves evaluating your comfort with potential investment losses and market volatility. Consider factors such as your goals, time horizon, financial situation, and past reactions to market fluctuations.