In this first episode, Matt Harvey is joined by Joel Grosvenor, Portfolio Manager for the CoreSeries portfolios. Matt & Joel discuss the major changes implemented across the portfolios since inception, areas of focus in the year ahead and take a deeper dive into a piece of research Joel recently published, highlighting the unusually large dispersion in active returns amongst Australian Equity managers over 2020.

Disclaimer:

The information in this podcast has been prepared by Westpac Financial Services Limited ABN 20 000 241 127 AFSL No. 233716 (‘WFSL’). This communication has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client or attributed to the issuer. The information discussed is general information only. It does not constitute any recommendation or advice. It has been prepared without taking into account any retail client’s personal objectives, financial situation or needs and so a retail investor should consider its appropriateness having regard to these factors before acting on it. To the maximum extent permitted by law, WFSL, and its affiliates and related bodies corporate, and their respective officers, directors, employees, professional advisers, and agents do not accept any responsibility or liability in relation to the accuracy or completeness of this information or for any loss arising from its use. Past performance is not an indicator of future performance. No representation or warranty is given as to the accuracy, likelihood of achievement or reasonableness of any forecasts or returns contained in the information set out in this document. Any projections are predictive in character. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The actual results achieved may differ materially from these projections. This information may contain material provided by third parties derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, no company in the Westpac Group accepts any responsibility for the accuracy or completeness of or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material. Opinions stated within this podcast do not necessarily reflect the views of WFSL.