Advising

Model Portfolios and SMAs

The following portfolios include XTBs within their investment strategy.

Click on the portfolio name in the table below to access a detailed description of the portfolio, including contact details at the respective organisation.

Recommended Portfolios

Portfolio Name Holdings Type of Underlyings Performance Reports
Concentrated High Yield target of 5 Senior corporate bonds via XTBs View Reports
Monthly Income min. of 3 Senior Floating Rate corporate bonds via XTBs View Reports
High Yield min. of 8 Senior corporate bonds via XTBs View Reports
Maturity Ladder  min. of 5 Senior corporate bonds via XTBs View Reports
Ord Minnett Listed Senior Bond Portfolio 16 Senior corporate bonds via XTBs

Separately Managed Accounts (SMAs): Managed Portfolios and Model Portfolios

Portfolio Name Platform Investment Super Management Fee Performance Reports
ACBC Fixed Income No.1 Portfolio Macquarie Wrap Yes N/A 0.20% p.a. View Reports
Praemium SMA Yes Yes

NIL

View Reports
Emerald Fixed Income ESG Managed Portfolio HUB24 Yes Yes 0.1925% p.a.

Contact us

T: 1800 995 993

E: advisers@xtbs.com.au

Performance Reports

View Model Portfolio Performance Reports

View Now

About Us

Find out more about Australian Corporate Bond Company

Read More

Cash Flow Tool

Build an XTB portfolio and map your cash flows

Build a portfolio

Top stories

Demystifying fixed-rate bond measures

Read Article
Education

Infographic: Impacts of a cash

Read Article
Education

5 common myths about corporate

Read Article
Education

Investment Grade bonds – the

Read Article
Education