Overview

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

    PERFORMANCE*

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

    ESTIMATED INCOME P.A.

  • {{ modelPortfolio.timeframe }}

    SUGGESTED TIMEFRAME

  • {{ modelPortfolio.riskRating }} Risk

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

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.return1Month | percentage:2:100:'N/A' }} {{ modelPortfolio.return3Month | percentage:2:100:'N/A' }} {{ modelPortfolio.return6Month | percentage:2:100:'N/A' }} {{ modelPortfolio.return1Year | percentage:2:100:'N/A' }} {{ modelPortfolio.return2Year | percentage:2:100:'N/A' }} {{ modelPortfolio.return3Year | percentage:2:100:'N/A' }} {{ modelPortfolio.return5Year | percentage:2:100:'N/A' }} {{ modelPortfolio.returnInception | percentage:2:100:'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' }}
Excess to Benchmark {{ modelPortfolio.return1Month && modelPortfolio.benchmark.index.returns.return1Month ? (modelPortfolio.return1Month / 100) - modelPortfolio.benchmark.index.returns.return1Month : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return3Month && modelPortfolio.benchmark.index.returns.return3Month ? (modelPortfolio.return3Month / 100) - modelPortfolio.benchmark.index.returns.return3Month : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return6Month && modelPortfolio.benchmark.index.returns.return6Month ? (modelPortfolio.return6Month / 100) - modelPortfolio.benchmark.index.returns.return6Month : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return1Year && modelPortfolio.benchmark.index.returns.return1Year ? (modelPortfolio.return1Year / 100) - modelPortfolio.benchmark.index.returns.return1Year : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return2Year && modelPortfolio.benchmark.index.returns.return2Year ? (modelPortfolio.return2Year / 100) - modelPortfolio.benchmark.index.returns.return2Year : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return3Year && modelPortfolio.benchmark.index.returns.return3Year ? (modelPortfolio.return3Year / 100) - modelPortfolio.benchmark.index.returns.return3Year : null | percentage:2:1:'N/A' }} {{ modelPortfolio.return5Year && modelPortfolio.benchmark.index.returns.return5Year ? (modelPortfolio.return5Year / 100) - modelPortfolio.benchmark.index.returns.return5Year : null | percentage:2:1:'N/A' }} {{ modelPortfolio.returnInception && modelPortfolio.benchmark.index.returns.returnComparativeSI ? (modelPortfolio.returnInception / 100) - modelPortfolio.benchmark.index.returns.returnComparativeSI : null | percentage:2:1:'N/A' }}
  • Details
  • Underlying ETF Holdings
  • Fees
  • Reports
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Details

type DESCRIPTION
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)

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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