Unlisted Managed Investment Reports

BT Group - High Growth Managed Fund Portfolio -
Sunday, January 12, 2014
IIR views the portfolio as thoughtfully constructed with the investment team undertaking a comprehensive due diligence process on funds and managers before considering them for inclusion in the portfolio. Furthermore, the investment team remains in constant contact with the managers to monitor any changes or issues that may arise
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CBG Australian Equities Fund - Fund outperforms the ASX 200 index - Track Record Proven
Saturday, January 4, 2014
The Manager has proven that they have the ability to pick stocks and sectors that outperform the benchmark index. Since inception in March 2006, the fund has generated an average rolling annual return of 7.8% to 31 January 2014, compared to the benchmark average rolling annual return of 6.1%.
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Alpha Alternatives Fund - Portfolio of Goldmans Sachs Alternative Beta Funds
Sunday, November 24, 2013
The Alpha Alternatives Fund (the Fund) is a fund of hedge funds issued and managed by Alpha Fund Managers Pty Ltd (the Manager), a boutique asset management company founded in 2007. The Fund invests in five Goldman Sachs Alternative Beta Funds.
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BT Group - eQR Income Model Portfolio - Concentrated ASX Stocks
Sunday, October 13, 2013
The Income Model Portfolio aims to provide financial planners with access to an actively managed, long-term domestic equity portfolio to assist with the development of client portfolios
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FSP Leaders Fund - Objective is to outperform the ASX/S&P 200 Accumulation Index - www.fspfundsmanagement.com.au
Thursday, July 4, 2013
The fund aims to outperform the S&P/ASX 200 Accumulation Index over a rolling five-year period (before fees and expenses) and seeks to generate capital growth with some income for unit holders. The manager has a medium-term investment horizon, aiming to hold investments for three or more years
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