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Our Portfolios and Returns
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Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame
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Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame
Quarterly Review: KEY TAKEAWAYS The S&P 500 hit record highs, while the tech-heavy Nasdaq lagged the broader market. The Fed lowered interest rates by a half percentage point, its first reduction since 2020. Small cap stocks outperformed large caps, and value stocks beat growth for
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Howzat?
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Conservative
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Moderate Conservative
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Balanced
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Moderate Growth
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Moderate Growth Sustainability
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Past performance is not indicative of future performance. Your actual investment performance may vary depending on factors such as timing of your investment. All investments involve risk and you should make sure that you select a portfolio that is suitable for your long term goals. Read the general advice disclaimers before proceeding.
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Pricing Example on a $100,000 Portfolio
At Scientiam, we believe it’s important you see all the costs. Our philosophy is to make sure your costs are transparent and as reasonable as possible.
Investment
$
69.00
Monthly
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Investment Manager Expense $32.33
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Reporting System Fee $13.75
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Scientiam Portfolio Management Fee $22.92
Example Fees for Investment Account
Superannuation
$
87.08
Monthly
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Investment Manager Expense $32.33
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Reporting System Fee $31.83
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Scientiam Portfolio Management Fee $22.92
Example Fees for Superannuation Account