Unlisted Managed Investment Reports
BT Managed Fund Model Portfolio Moderate
Friday, January 4, 2013The BTFG Moderate Managed Fund Model Portfolio is one of five managed fund model
portfolios offered by the BT Financial Group (BTFG). 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).
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BT Managed Fund Model Portfolio - Growth
Friday, January 4, 2013The 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
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Quantum Portfolio of Warrants - www.quantumwarrants.com.au Recommended Rating -
Wednesday, January 2, 2013Quantum 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
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eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Income Model Portfolio
Wednesday, January 2, 2013The 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.
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FSP Australian Equities Leaders Fund - Recommended Rating - www.fspfundsmanagement.com.au
Tuesday, January 1, 2013FSP 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
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