QUALITY
LISTED
PORTFOLIOS

Available directly to financial advisers via low cost consulting packages or managed account solutions

Sunbird Portfolios is a listed portfolio specialist that offers a range of Australian Equity and ETF portfolios to leading financial advisers. Sunbird has developed a comprehensive Quality & Value investment philosophy & process that has a strong track record going back 15 years. Sunbird is a highly experienced portfolio manager and has no inherent conflicts.

Years' track record (Sunbird and Lonsec)

Over 25 WM firms

140

Over 140 advisers

8.0

Over $8.0bn in FUA

Workplaces

SUNBIRD HELPS ACCOUNTING AND WEALTH MANAGEMENT FIRMS MANAGE THEIR FUA

Australian Equity Portfolios

ETF Portfolios

Company Research

Investment Queries

Investment Committee Support

Managed Account Solutions

WHY SUNBIRD?

Experienced

The Principal and Investment Committee members are all highly experienced, having held senior roles at research houses, brokers and fund managers.

Quality & Value Process

Sunbird employs a comprehensive Quality & Value investment process that has been developed over the past 15 years.

Track Record

Sunbird's investment process has established a strong 15-year track record at Sunbird and Lonsec.

Low cost

Sunbird's portfolios, research and investment support are available under low cost consulting packages or via managed accounts at 25bps.

CLIENT TESTIMONIALS

"Sunbird has delivered a quality, comprehensive, and independent portfolio advice service to our Investment Committee and advisers here at Perks".

Greg Perks

Founder, Perks Accountants & Wealth Advisers

Adelaide

"We chose Sunbird as we valued the highly professional and conflict free portfolio guidance. Sunbird is a value for money, high touch, rapid response portfolio service."

Tony Catt

Founder, Catapult Wealth

Adelaide

"By working with the professionals at Sunbird Portfolios we have been able to enhance the quality of our client communication and portfolio construction. We look forward to continuing to work with Bill and the team."

Mark Tsakmakis

Senior Adviser

Link Financial Services

Melbourne

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