Unlisted Managed Investment Reports

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Core Model Portfolio
Saturday, January 7, 2012
This report focuses on the Core Model Portfolio, which comprises a portfolio of approx. 18 to 22 ASX-listed stocks. The portfolio is actively managed and aims to outperform the S&P/ASX 200 Accumulation Index over a rolling three-year period.
Download Report
eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Concentrated Core Model Portfolio
Saturday, January 7, 2012
The portfolio is designed to encompass stocks that are of high quality (primarily top 50) to minimise portfolio risk. The portfolio is suitable for investors seeking a highly concentrated portfolio of ASX-listed stocks with a long-term investment horizon, given the Manager aims to look beyond short-term market dynamics and focus on long-term thematics.
Download Report
BT Financial Group - Managed Model Portfolio - Defensive
Friday, January 6, 2012
The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs).
Download Report
BT Financial Group - Managed Model Portfolio - Balanced
Friday, January 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.
Coming soon
Wealth Within Limited - Recommended Rating - www.wealthwithin.com.au/investments/managed-investments/
Wednesday, January 4, 2012
All investment mandates invest in ASX-listed securities with investment decisions based primarily on technical analysis. The three investment mandates aim to offer a different risk/return profile to cater to individuals differing levels of risk/return expectations. As such, returns will be dependent on the mandate selected and the timing of the investment.
Download Report