{{ 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 {{ 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 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' }}
  • Details
  • Fees
  • Reports
  • Underlying ETF Holdings

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)

Fees

Reports

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

Underlying ETF Holdings

Underlying Holdings Exposure
{{ h.secName }} {{ h.exposureAllocation }}%

There are no ETF holdings information available.

Get the right mix of income and growth for your portfolio

Apply Online

Download PDS

Please read the PDS prior to investing in our products.

Request a call

Request a call

Have a question about our investment options? Speak to one of our Product Specialists.