Managed Portfolio Solutions
We offer a diverse suite of managed portfolios, governed by a clearly defined and disciplined investment process.
Celestial provides premium managed portfolio solutions (MPS), including three Core portfolios and eight Enhancement portfolios. These portfolios are designed to meet a wide range of investor needs, whether chosen individually or combined for a tailored investment approach.
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This portfolio has been actively managed since 2010 and aims to invest in enduring companies with a high probability of future succes. More details and the factsheet can be viewed here.
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Suited to those investors seeking dividend income in more mature businesses, this is a lower risk strategy with regular dividend flows.
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Normally referred to Balanced portfolio’s. These portfolios contain a number of asset classes with the clear intention to minimise volatility and offer lower risk than traditional equity only portfolios.
Core Portfolios
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There are two ways to get exposure this growing market segment in the listed area:
A: Own the listed Private equity investment managers and share in their 2 and 20 fees. The largest PE managers are listed their earnings are not that predictable and tend to be lumpy - it is the nature of the industry.
B: Selected serial acquirers with a track record of success.
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Own companies that a significant proportion of future years revenue is subscriptions of frequently recurring transactions.
These companies sells products or services that customers cannot live without.
Face few competitors and hold a dominant market share.
Consistently grow free cash flow per share without the need for proportional investment.
Predictable businesses tend to consistently grow free cash flow and experience fewer negative surprises.
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These strategies are actively managed by iShares and rotate exposure to US market themes ranging from long term structural forces to rapidly evolving trends
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Structured products use a combination of derivatives and other financial engineering tools to create a bespoke payoff profile linked to an underlying index. This can lead to outcomes like capital protection and geared upside, depending on how exactly they are structured.
These products are offered by a leading US provider with JP Morgan the counterparty on all derivative contracts.
The investment term is typically one year, with daily valuation and liquidity. The underlying indexes include:
S&P 500
Nasdaq 100
Russel 2000Bitcoin
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Actively managed portfolio of major indices by country, rebalanced quarterly.
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Aims to provide an uncorrelated return to equities investing in physical assets, including real estate, cash.
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Aims to provide a return in linked to prevailing interest rates, with a focus on capital preservation.
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