Unlisted Managed Investment Reports

Australian Property Opportunities Fund II - Annual Yield of 6% - Strong Asset Quality
Wednesday, August 12, 2015
The Fund targets the small-to-mid-value sub-segment, which is typically too small for institutional property funds. The Manager states it has a competitive advantage in this space, namely through committed and ready capital it has an ability to execute quickly and with certainty
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Evans & Partners International Fund - Long only, Value Focused, High Conviction, Conservative Investment Approach
Monday, March 30, 2015
The Fund invests in a concentrated portfolio of international equities. The portfolio will comprise 10 to 15 stocks at any point in time. The Manager will seek to remain fully invested at all times with a maximum cash allocation limitation of 20% of the portfolio.
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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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