BBY Plus Portfolios

BBY’s Plus Portfolios comprise a range of managed discretionary accounts (MDAs) that can be tailored to your investment needs. Our portfolios adopt a different methodology in their selection of securities and are fine-tuned by our research analysts and portfolio managers to achieve the strongest investment outcomes.








FX Plus

Provides exposure to FX trends, with the occasional foray into index and commodity futures when the opportunity arises. This portfolio employs a directional based strategy and key to the product is a devotion to the quick reduction in initial risk based on the portfolio manager’s proprietary trend following model. Its objective is to capitalise on emerging trends primarily in FX, but also in futures and commodities.

Click here for a sample FX Plus portfolio report

Portfolio Manager | Graham Parlane | +64 4 471 7605

Growth Plus

Provides exposure to 10-25 high growth stocks that have high rates of both revenue and earnings growth. This focus of this portfolio is centred on providing capital growth. Its objective is to outperform the capital return of the ASX 200 Accumulation Index.

Click here for a sample Growth Plus portfolio report

Portfolio Manager | Russell Wright | +61 2 9226 0091

High Conviction Plus

Provides exposure to ~30 high-potential stocks that are endorsed by BBY analysts. This portfolio is constructed based on inputs from BBY’s Research Team and the approach to this portfolio is systematic and logical, focussing on opportunities with the highest expected return. Its objective is to take advantage of analyst insights and outperform the ASX 300 index.

Click here for a sample High Conviction Plus portfolio report

Portfolio Manager | Jason Huang | +61 2 9226 0076

Income Plus

Provides exposure to 10-25 high yield stocks that offer the greatest prospective gross yields, contain low risk rates, reliable dividend income, security of capital and generally a large market capitalisation. This portfolio is focused on providing steady income returns with an emphasis on dividend franking credits. Its objective is to outperform the income return of the ASX 200 Accumulation Index.

Click here for a sample Income Plus portfolio report

Portfolio Manager | Russell Wright | +61 2 9226 0091

Momentum Plus

Provides exposure to 5-10 of the strongest share price momentum stocks listed on the ASX. Based on BBY's HomeTrader Quantitative Momentum product, this portfolio is focused on providing capital growth. Its objective is to outperform the capital return of the ASX 200 Accumulation Index.

Portfolio Manager | Jonathan Maxted | +61 8 8291 1266
Portfolio Manager | John Day | +61 8 6436 3244

MVR Plus

Provides exposure to ~40 stocks within the ASX 200 that are selected using BBY’s momentum value return (MVR) ranking method. The MVR ranking method is a quantitative stock-screening process that focuses on the optimised weighting of three factors; momentum, composite value and return. By using this ranking method in combination with a Long Short equity strategy, the objective is to provide consistent performance, limited downside risk and risk-adjusted returns throughout a range of market cycles.

Portfolio Manager | Jason Huang | +61 2 9226 0076

Options Plus

Provides exposure to a range of covered strategies by utilising exchange traded options and blue chip ASX stocks. Its objective is to generate growth, enhance yield returns and provide a consistent income stream with the use of covered calls, dividends and options strategies.

Portfolio Manager | Billy Macris | +61 3 8660 7362

Trend Plus

Provides exposure to a concentrated portfolio of up to 10 strongly trending stocks. This portfolio employs our quantitative stock-screening process to determine a list of market leaders, which are then subject to a disciplined entry and exit strategy. This portfolio adopts a highly focused approach and its objective is to provide strong capital growth during good market conditions, limited downside risk, and capital preservation during times of sustained market weakness.

Portfolio Manager | John Day | +61 8 6436 3244

For general enquiries, contact Client Sales & Solutions on 1800 551 212 or css@bby.com.au.




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