{{ modelPortfolio.name }}

{{ modelPortfolio.description }}

Overview

  • + {{ modelPortfolio.returnInception }}% N/A

    PERFORMANCE*

  • {{ modelPortfolio.category.name.indexOf(' ') !== -1 ? modelPortfolio.category.name.substr(0, modelPortfolio.category.name.indexOf(' ')) : modelPortfolio.category.name }}

    INVESTMENT STRATEGY

  • {{ modelPortfolio.timeframe }}

    SUGGESTED TIMEFRAME

*Return per annum since inception after investment and admin fees.

Allocation

{{ i.name }}
{{ getAssetAllocationValue(i.value) }} %

PERFORMANCE TO {{ modelPortfolio.returnDate | date:'dd MMMM yyyy' }} 1 MONTH 3 MONTH 6 MONTH 1 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.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.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.returnInception && modelPortfolio.benchmark.index.returns.returnComparativeSI ? (modelPortfolio.returnInception / 100) - modelPortfolio.benchmark.index.returns.returnComparativeSI : null | percentage:2:1:'N/A' }}

Portfolio details

type DESCRIPTION
Style {{ modelPortfolio.style }}
Risk Rating {{ modelPortfolio.riskRating }}
Benchmark Index {{ modelPortfolio.benchmark.name }}
Inception Date {{ modelPortfolio.inceptionDate | date:'dd MMM yyyy' }}
Minimum initial investment {{ modelPortfolio.minimumInitialInvestment | currency:$:0 }}
Estimated income per annum {{ modelPortfolio.estimatedIncomePerAnnum }} % (including franking credits)
Investment fees per annum {{ modelPortfolio.investmentFee }} (depending on amount invested)
Indirect cost per annum {{ modelPortfolio.indirectCostPerAnnum }} %

Reports

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

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