Portfolios with actively managed direct stock exposures for the Australian Equities, International Equities and Listed Property asset classes are offered as variants of Investment Programs 3, 4 and 5. The active direct stock model construction is performed by professional investment management firm Joseph Palmer & Sons (JPS) who select individual shares and securities to provide exposure to the relevant asset classes. Joseph Palmer & Sons have been investing on behalf of clients for over 140 years. Malcolm Palmer, great grandson of the founder, is Managing Partner and responsible for directing the business.


For more information on Joseph Palmer and Sons, click HERE .

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