Evan has been investing and researching global markets for over a decade. After getting his Masters in Finance Evan headed to Amsterdam with ABN Amro before moving to the Royal Bank of Scotland. He returned to Australia with RBSMorgans where he developed his top down approach.
Proudly
Find the right portfolio
| As at {{ selectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
| {{ selectedModel.name }} | {{ selectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn4Year | percentage:2:1:'N/A' }} | {{ selectedModel.returnInception | percentage:2:100:'N/A' }} |
| Avg of {{ selectedModel.benchmark.peers.peerCount }} Peers | {{ selectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
| Excess to Peers | {{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.peers.returns.return1Year ? selectedModel.stats.returns.adjReturn1Year - selectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.peers.returns.return2Year ? selectedModel.stats.returns.adjReturn2Year - selectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.peers.returns.return3Year ? selectedModel.stats.returns.adjReturn3Year - selectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn4Year && selectedModel.benchmark.peers.returns.return4Year ? selectedModel.stats.returns.adjReturn4Year - selectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
| Amount invested | Our investment fees |
| $10,000 to $18,000 | $99 p.a. |
| $18,000 to $82,000 | 0.55% p.a. |
| $82,000+ | $451 p.a. capped fees |
