Discrete Mandates

Kaplan provides discrete portfolio management services designed to meet individual client requirements.

Portfolios can be benchmarked against interest rate indices and ASX indices utilising Kaplan’s absolute return approach to investment. 

Asset classes covered under discrete management:

  • Equities
  • Property Trusts
  • Hybrids
  • Fixed Interest & Bonds
  • Cash & Money Market
  • Options

Please contact Sam Kaplan or Douglas Hew (02 8917 0300) or enquiries@kaplanfunds.com.au for enquiries about discrete portfolio management.

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