Unlisted Managed Investment Reports

eQR Securities Pty Ltd (a wholly owned subsidiary of Westpac Banking Corporation) - Concentrated Core Model Portfolio
Saturday, January 7, 2012
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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BT Financial Group - Managed Model Portfolio - Defensive
Friday, January 6, 2012
The model portfolio is available to Westpac Banking Corporation (WBC) affiliated advisers, however, while the asset allocation is consistent across all wealth channels the portfolio may differ depending on the constraints of dealer groups Approved Product Lists (APLs).
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BT Financial Group - Managed Model Portfolio - Balanced
Friday, January 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.
Coming soon
Wealth Within Limited - Recommended Rating - www.wealthwithin.com.au/investments/managed-investments/
Wednesday, January 4, 2012
All investment mandates invest in ASX-listed securities with investment decisions based primarily on technical analysis. The three investment mandates aim to offer a different risk/return profile to cater to individuals differing levels of risk/return expectations. As such, returns will be dependent on the mandate selected and the timing of the investment.
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Direct Equity Managed Account - Investment Grade
Tuesday, February 1, 2011
Individually managed, highly concentrated equity portfolios. Investors have six mandates to select from. All investment mandates invest in securities listed on ASX.
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