Unlisted Managed Investment Reports

BT Managed Fund Model Portfolio - Growth
Friday, January 4, 2013
The model portfolio comprises a selection of managed funds from the High Services List (HSL), a list of approved managed funds constructed and monitored by the BTFG Research team. Funds are selected based on the Strategic Asset Allocation (SAA) framework set by the BTFG Research team and based on the capital market analysis conducted by the team
Download Report
Quantum Portfolio of Warrants - www.quantumwarrants.com.au Recommended Rating -
Wednesday, January 2, 2013
Quantum Portfolio of Warrants is issued by Quantum Investment Solutions Pty Ltd (Quantum), a division of the Quantum Group. The Portfolio of Warrants provides leveraged/unleveraged exposure to a portfolio of Australian equities, managed funds or unlisted securities
Download Report
eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Income Model Portfolio
Wednesday, January 2, 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 developments of client portfolios. The portfolio is designed to encompass stocks that are of high quality and have good dividend payout policys.
Download Report
FSP Australian Equities Leaders Fund - Recommended Rating - www.fspfundsmanagement.com.au
Tuesday, January 1, 2013
FSP Australian Equities Leaders Fund (FSP) is an unlisted unit trust managed by FSP Equities Management Limited. The fund invests in a portfolio of Australian equities with a minimum of 75% of the portfolio invested in stocks from the S&P/ASX 200 index and a maximum of 25% invested in stocks outside the S&P/ASX 200 index
Download Report
BT Financial Group - Managed Model Portfolio - Balanced
Monday, February 6, 2012
The model portfolio is constructed and managed by the Managed Fund and Structured Investments team in the Advice & Private Bank division of BTFG (BTFG Research Team). The model portfolio comprises a selection of managed funds from the High Services List (HSL), a list of approved managed funds constructed and monitored by the BTFG Research team.
Download Report