Unlisted Managed Investment Reports

Quantum Portfolio of Warrants - www.quantumwarrants.com.au Recommended Rating -
Wednesday, January 2, 2013
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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eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Income Model Portfolio
Wednesday, January 2, 2013
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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FSP Australian Equities Leaders Fund - Recommended Rating - www.fspfundsmanagement.com.au
Tuesday, January 1, 2013
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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BT Financial Group - Managed Model Portfolio - Balanced
Monday, February 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.
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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.
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