AdviserVoice | Activam Group reports strong year-end performance across SMA portfolios

Activam Group continues to deliver strong performance across its Multi-Asset Series SMA Portfolios, with impressive results for the past calendar year – to 31 December 2024. The Balanced Portfolio achieved 13.7%, outperforming its multi-asset peer group benchmark.

Robert Talevski, Managing Director and Head of Investments at Activam Group, commented, “We’re pleased with the continued strong performance of our portfolios. This reinforces the consistency of our investment approach, and we remain focused on helping advice businesses deliver positive outcomes for their clients.”

Activam’s multi-asset portfolios are designed to meet a wide range of client needs, investment profiles, and time horizons. Talevski noted, “The significant variation in asset class performance over the past 12 months highlighted the importance of a disciplined asset allocation strategy, which continues to play a key role in our success.”

At Activam, asset allocation remains a central element of their investment approach, with a focus on active management and capturing emerging market opportunities. The firm’s portfolios are available on the BT, North, and Macquarie platforms.

About the Portfolios: Activam offers a range of investment options, from Conservative to High Growth, designed to meet different risk profiles, investment timeframes, and asset allocations. The firm’s approach to asset allocation and manager selection aims to deliver sustainable, long-term returns for its clients.

Portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio.