Unlisted Managed Investment Reports

BT Group - eQR Income Model Portfolio - Concentrated ASX Stocks
Sunday, October 13, 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 development of client portfolios
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FSP Leaders Fund - Objective is to outperform the ASX/S&P 200 Accumulation Index - www.fspfundsmanagement.com.au
Thursday, July 4, 2013
The fund aims to outperform the S&P/ASX 200 Accumulation Index over a rolling five-year period (before fees and expenses) and seeks to generate capital growth with some income for unit holders. The manager has a medium-term investment horizon, aiming to hold investments for three or more years
Coming soon
BT Managed Fund Model Portfolio Moderate
Friday, January 4, 2013
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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BT Managed Fund Model Portfolio - Growth
Friday, January 4, 2013
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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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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