Model portfolios: New Year changes

Key Points Additional term deposits added to all portfolios Echo Entertainment sold from Moderate and Aggressive portfolios Sufficient cash available to take advantage of any market downturns With the holiday season fading from memory, Super Advisor’s investment committee knuckled to their task, meeting this week to review the three model portfolios and make a few changes. Target asset allocations Table 1 shows the portfolios as they stood on 15 January before any changes. ASSET CLASS/INVESTMENT CONSERVATIVE MODERATE AGGRESSIVE Table 1: Model portfolios at 15 January   $ % $ % $ % CASH  AND DEBT SECURITIES (AUST) (Target 45%)...

With the holiday season fading from memory, Super Advisor’s investment committee knuckled to their task, meeting this week to review the three model portfolios and make a few changes.

Table 1 shows the portfolios as they stood on 15 January before any changes.

CASH  AND DEBT SECURITIES (AUST)

CASH  AND DEBT SECURITIES (INT)

AUSTRALIAN SHARES

INTERNATIONAL SHARES

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