Unlisted Managed Investment Reports

DFS Dynamic Asset Allocation AlphaPlus Model Portfolios - Seeks to Achieve Stable Risk Profile with Pre-Set Risk Targets
Tuesday, December 23, 2014
There are five model portfolios available that cater to the differing levels of risk tolerance of investors - Conservative, Moderately Conservative, Balanced, Growth and High Growth. The investment strategy is based on the premise that dynamic management of the portfolios will generate superior returns to static asset allocation portfolios
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DFS Dynamic Asset Allocation Indexed Model Portfolios - Active Management with Low Risk Profile
Saturday, December 6, 2014
The Portfolios provide investors access to a dynamically managed portfolio of primarily low cost managed funds/ETFs that seeks to provide a more stable risk profile around the respective pre-set risk targets for each of the Portfolios.
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Lifeplan NextGen - Investment Bond - Tax Paid Investment for Persons Who Have Exceeded their Super Contribution Limits
Thursday, July 3, 2014
An investment in the bond offers access to a range of investment options (managed funds), which offer varying risk/return profiles. As well as a platform of investments, the Bond offers a range of tax features and flexible estate planning features. All distributions paid by the investment options are automatically reinvested and are not assessable in the bondholders annual income.
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Flinders Emerging Companies Trust - Aust. Equities Small Cap - Fundamentally Based, Long-Only, High Conviction
Sunday, June 8, 2014
IIR has a high degree of conviction in the investment’s team to to generate alpha over the medium term and over a full economic cycle. The team is experienced, capable and has a collegiate, flat culture where there is a high degree of co-ownership and accountability of investment decisions.
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CBG Australian Equities Fund - Fund outperforms the ASX 200 index - Track Record Proven
Tuesday, March 11, 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 8.5% to 30 June 2014, compared to the benchmark average rolling annual return of 6.6%.
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