What binds us is the belief that the industry is and will increasingly become more divided between 3 broad groups;
- Industry Super Funds, with a growing Advisory Arm,
- Bank Aligned Planners, and
- IFA’s – Independent Financial Advisers.
We clearly sit in the third – IFA camp.
Our business model is based on both; the flexibility and efficiencies gained by operating under an MDA licensing structure, coupled with the freedom of being a non-aligned licensee.
Without institutional ties and the limitations placed by conflicted ownership structures, we are able to pursue and offer a true Fee for Service model.
Our AFSL has MDA & Derivatives capabilities, plus all other traditional inclusions. There’s very little if any area of advice we cannot accommodate.
What drives us is the opportunity to work closely with like-minded groups seeking innovative ways to deliver Professional Advice, and assist them in growing their business by utilising our unique services and offering.
Each year we license a number of Advisers and Planning groupsseeking a true IFA alternative. Watershed represents the various people, stakeholders and businesses, working together to form a complete solution.
The Watershed Group, based in Collins Street Melbourne, comprises of:
- Watershed Funds Management Pty Ltd – provides MDA (managed discretionary account) services, constructing IMA (individually managed account) portfolios for Financial Planners & Planning Groups.
- Watershed Dealer Services Pty Ltd – provides traditional Dealer Services on a ‘user pays’ model.
In an environment where smaller independent dealer groups are rapidly being absorbed, Watershed presents a non-aligned licensee and portfolio service offering to independently- minded practices striving for excellence and a point of difference in their advice.
The shareholders of the Watershed Group are; Adam Rowley, Adrian Rowley and Ben Bowen. We have no institutional ties of any kind. Watershed is a private company.
Watershed High Growth SMA update – March Qtr ...
The Watershed High Growth Multi-asset portfolio returned 8.91% over the March quarter, underperforming the Morningstar Australian Multi-sector Aggressive Total Return Benchmark (in AUD) by 1.45%.
Watershed Growth SMA update – March Qtr 2019
The Watershed Growth Multi-asset portfolio returned 8.08% over the March quarter, underperforming the Morningstar Australian Multi-sector Growth Total Return Benchmark (in AUD) by 0.77%.
Watershed Balanced SMA update – March Qtr 2019
The Watershed Balanced Multi-asset portfolio returned 6.54% over the March quarter, underperforming the Morningstar Australian Multi-sector Balanced Total Return Benchmark (in AUD) by 0.61%.
Watershed Conservative SMA update – March Qtr...
The Watershed Conservative Multi-asset portfolio returned 4.83% over the first quarter of 2019, outperforming the Morningstar Australian Multi-sector Conservative Total Return Benchmark (in AUD) by 1.14%.
International ETF SMA update – March Qtr 2019
The Watershed International ETF SMA has had a strong quarter alongside global markets, returning 8.05% for the quarter, slightly underperforming the MSCI World Index (in AUD) which returned 11.15%.
Income SMA update – March Qtr 2019
The Watershed Income SMA continues to provide a high income level with low capital volatility. The portfolio returned a positive 0.93% for the March quarter after a 0.70% return in the December quarter despite 10-20% corrections seen across global share markets.
Emerging Leaders SMA update – March Qtr 2019
The Watershed Emerging Leaders SMA rebounded strongly along with the market in the March quarter. The portfolio rose 10.75% for the quarter compared to the small ordinaries which rose 12.59% resulting in underperformance of 1.84%. The portfolio remains well ahead of benchmark over the longer term.
Australian Share SMA update – March Qtr 2019
The Watershed Australian Share SMA rebounded 8.89% over the March quarter trailing the index by 2.00% after one of the best quarterly index returns since 2009.
International SMA update – March Qtr 2019
The Watershed International Share portfolio rose by 9.9% in the March quarter underperforming its benchmark index by 1.3% while returning 16.7% for the 12 months ended March outperforming its benchmark by 6.3%.
Watershed – A Team More than the Sum of its P...
We believe a distinct advantage of ours is that our Investment Committee structure sees our IC members involved in every step of the decision-making process, from Asset Allocation all the way through to individual stock selection. This is because our analysis of the global macroeconomic environment at the ...
High Growth – diversified multi-asset Feb 2019
The Watershed High Growth Model seeks to provide investors with capital growth over the medium to longer term (at least 5 years) through exposure to a diversified portfolio of growth assets. The objective of the Watershed High Growth Model is to outperform the Morningstar Australia Multi Sector Aggressi...
Growth – diversified multi-asset Feb 2019
The Watershed Growth Model seeks to provide investors with capital growth over the medium to longer term (at least 5 years) through exposure to a diversified portfolio of assets. The objective of the Watershed Growth Model is to outperform the Morningstar Australia Multi Sector Growth Target Risk AUD Be...