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Unlisted Managed Investment

Unlisted Managed Investments – IIR provides research on unlisted managed investments across a range of asset classes for both retail and wholesale investors. Coverage includes an Initiation Report and annual reviews.

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January 4, 2013

BT Managed Fund Model Portfolio Moderate

The 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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January 4, 2013

BT Managed Fund Model Portfolio – Growth

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...
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January 2, 2013

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Income Model Portfolio

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....
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January 2, 2013

Quantum Portfolio of Warrants – www.quantumwarrants.com.au Recommended Rating –

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...
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January 1, 2013

FSP Australian Equities Leaders Fund – Recommended Rating – www.fspfundsmanagement.com.au

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...
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February 6, 2012

BT Financial Group – Managed Model Portfolio – Balanced

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....
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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Core Model Portfolio

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....
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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Concentrated Income Model Portfolio

The portfolio is actively managed and aims to outperform the average yield of the S&P/ASX 200 Accumulation Index over a rolling three-year period. The team at eQR Securities have developed a proprietary Risk Management Framework (RMF) that is used as an overlay to the fundamental valuation of the investment universe....
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January 7, 2012

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) – Concentrated Core Model Portfolio

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....
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