Introducing Kelly+Partners BlueCore Model Portfolios

2 min read
28 May 2024

Introducing Kelly+Partners Private Wealth BlueCore Model Portfolios

Kelly+Partners Private Wealth has launched the BlueCore Model Portfolios - a new suite of actively managed portfolio solutions that form the foundation of our ‘Core Satellite’ investment approach for clients.


The BlueCore models encompass three distinct portfolios:

  1. Income Model – Focuses on income generation

  2. Balanced Model – A balance between income & capital appreciation

  3. Growth Model – Emphasis placed on capital appreciation

Institutional-grade portfolio management

The new BlueCore Model Portfolios are a significant evolution of our wholesale investment capabilities and helps to solidify our position as a trusted partner for sophisticated and wholesale investor clients seeking comprehensive wealth management strategies.

Developed in partnership with Resonant Asset Management, a boutique Australian based investment manager specialising in multi-asset and multi-manager portfolio development, means we can draw on a significant amount of combined investment market experience, and deliver portfolios constructed using a blend of institution al grade quantitative research and fundamental analysis.

Features of the BlueCore Managed Portfolios

The BlueCore Managed Portfolios are a Separately Managed Account (SMA). This is a type of portfolio structure that means investors maintain beneficial interest in a professionally constructed and transparent managed portfolio.


For more information, get in touch with our Private Wealth team.