Overview

  • PERFORMANCE*

    + {{ modelPortfolio.returnInception | percentage:1:100:'N/A' }} N/A
  • ESTIMATED INCOME P.A.^

    {{ modelPortfolio.returnInceptionAnnualised | percentage:1:100:'N/A' }} N/A
  • SUGGESTED TIMEFRAME

    {{ modelPortfolio.timeframe }}
*Return per annum since {{ modelPortfolio.inceptionDate | date:'dd MMM yyyy' }} after investment and admin fees as at {{ modelPortfolio.returnDate | date:'dd MMM yyyy' }}.

Allocation

{{ i.name }}
{{ getAssetAllocationValue(i) | percentage:2:100 }}

PERFORMANCE TO {{ modelPortfolio.returnDate | date:'dd MMMM yyyy' }} 1 MONTH 3 MONTH 6 MONTH 1 YEAR 2 YEAR 3 YEAR 5 YEAR SI* (P.A.)
{{ modelPortfolio.name }} {{ modelPortfolio.stats.returns.return1Month | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return3Month | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return6Month | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return1Year | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return2Year | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return3Year | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return5Year | percentage:2:1:'N/A' }} {{ modelPortfolio.returnInception | percentage:2:100:'N/A' }}
Avg of {{ modelPortfolio.benchmark.peers.peerCount }} Peers {{ modelPortfolio.benchmark.peers.returns.return1Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return3Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return6Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.peers.returns.return5Year | percentage:2:1:'N/A' }} N/A
Excess to Peers {{ modelPortfolio.stats.returns.return1Month ? (modelPortfolio.stats.returns.return1Month - modelPortfolio.benchmark.peers.returns.return1Month) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return3Month ? (modelPortfolio.stats.returns.return3Month - modelPortfolio.benchmark.peers.returns.return3Month) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return6Month ? (modelPortfolio.stats.returns.return6Month - modelPortfolio.benchmark.peers.returns.return6Month) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return1Year ? (modelPortfolio.stats.returns.return1Year - modelPortfolio.benchmark.peers.returns.return1Year) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return2Year ? (modelPortfolio.stats.returns.return2Year - modelPortfolio.benchmark.peers.returns.return2Year) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return3Year ? (modelPortfolio.stats.returns.return3Year - modelPortfolio.benchmark.peers.returns.return3Year) : null | percentage:2:1:'N/A' }} {{ modelPortfolio.stats.returns.return5Year ? (modelPortfolio.stats.returns.return5Year - modelPortfolio.benchmark.peers.returns.return5Year) : null | percentage:2:1:'N/A' }} N/A
{{ modelPortfolio.benchmark.name }} {{ modelPortfolio.benchmark.index.returns.return1Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return3Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return6Month | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return1Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return2Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return3Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.return5Year | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark.index.returns.returnComparativeSI | percentage:2:1:'N/A' }}

Fees {{ modelPortfolio.name }} {{ modelPortfolio.mer | percentage:2:1:'N/A' }} {{ modelPortfolio.benchmark && modelPortfolio.benchmark.peers ? ' & Average of ' + modelPortfolio.benchmark.peers.peerCount + ' peers ' : null }} {{ modelPortfolio.benchmark.peers.mer | percentage:2:1:'' }}

Note: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund or adviser statements to find out the exact fees you are being charged.
  • Details
  • Underlying ETF Holdings
  • Fees
  • Reports
  • Unit Prices

Details

Style {{ modelPortfolio.style || 'N/A' }}
Risk Rating {{ modelPortfolio.riskRating || 'N/A' }}
Benchmark Index {{ modelPortfolio.benchmark.name || 'N/A' }}
Inception Date {{ (modelPortfolio.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
Minimum initial investment {{ (modelPortfolio.minimumInitialInvestment | currency:$:0) || 'N/A' }}
Estimated income per annum {{ modelPortfolio.returnInceptionAnnualised != null ? modelPortfolio.returnInceptionAnnualised + '%' : 'N/A' }} (including franking credits)
{{ modelPortfolio.customOverviewLabel1 }} {{ modelPortfolio.customOverviewDescription1 }}
{{ modelPortfolio.customOverviewLabel2 }} {{ modelPortfolio.customOverviewDescription2 }}
{{ modelPortfolio.customOverviewLabel3 }} {{ modelPortfolio.customOverviewDescription3 }}

Underlying ETF Holdings

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Fees

Reports

Portfolio Update
Portfolio Update
{{ i.title }}
{{ i.title }} Quarterly Report

Unit Prices

Date Buy/Entry Price Sell/Exit Price Distribution
{{ u.date | date:'dd/MM/yy' }} {{ u.entryPrice != null ? (u.entryPrice | currency:$:4) : '' }} {{ u.exitPrice != null ? (u.exitPrice | currency:$:4) : '' }} {{ u.distribution != null ? ((u.distribution / 100) | currency:$:6) : '' }}

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