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2017 Annual Reports now available

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2017 Annual Reports now available

Separately Managed Accounts

Connecting you with professional managers through transparent portfolios

View the investment managers and their current portfolios below.
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DNR Capital Australian Equities High Conviction

Concentrated exposure to ASX listed securities with a focus on S&P/ASX 200 with a positive environmental, social and governance overlay.

Portfolio inception: June 2006*

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DNR Capital Australian Equities Socially Responsible Model Portfolio

Concentrated exposure to ASX listed securities with a focus on S&P/ASX 200

Portfolio inception: October 2002*

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DNR Capital Australian Equities Income Model Portfolio

Concentrated exposure to ASX listed securities with a focus on S&P/ASX 200 and on sustainable dividend yield.

Portfolio inception: December 2007*

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Bennelong Ex-20 Australian Equities Model Portfolio

Concentrated exposure to securities in the S&P/ASX 300 Index (excluding S&P/ASX 20 Leaders)

Portfolio inception: March 2012

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Perpetual Direct Equity Alpha

Concentrated exposure to ASX listed securities or securities due to be listed in the next six months, and cash.

Portfolio inception: July 2013

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Quest Australian Equities Portfolios

A concentrated, relatively benchmark unaware portfolio that will typically display a ‘broad cap’ bias.

Portfolio inception: February 2005

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Mason Stevens ASX20 Leaders Portfolio

An equally-weighted portfolio of the 20 largest shares by market capitalisation listed on the ASX.

Portfolio inception: January 2011

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8IP Australian Small Companies

A concentrated, long-only strategy that results in typically 10 - 30 investments identified by the investment team as having under-recognised growth potential.

Portfolio Inception: June 2014

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Loftus Peak Global Change

A concentrated portfolio of listed global companies impacted by change. The portfolio follows a long only strategy.

Portfolio Inception: June 2014

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Pengana International Equities

A concentrated portfolio of listed global companies impacted by change. The portfolio follows a long only strategy.

Portfolio Inception: January 2017

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Peters MacGregor Global Equity

A concentrated portfolio of securities listed on global stock exchanges including the ASX and cash, via a value focused strategy.

Portfolio Inception: May 2015

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Mason Stevens Concentrated Global Equity

An actively managed, concentrated portfolio of direct global equities which can be denominated in any currency.

Portfolio Inception: February 2016

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Mason Stevens Australian Fixed Income

A portfolio of AUD denominated securities that aims to achieve high risk adjusted returns, while delivering regular cash flow streams via income from coupons with minimal capital volatility.

Portfolio Inception: March 2016

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Folkestone Maxim A-REIT

A concentrated portfolio of securities in the S&P/ASX 300 Index and any other real estate related securities listed on the ASX with a market capitalisation greater than A$50m.

Portfolio Inception: May 2015

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Separately Managed Accounts

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Returns are calculated net of management, performance, administration/custody and transaction fees, but excluding any adviser fees from the Model Portfolio’s inception, and assumes reinvestment of all income (but not franking credits). Returns are based on the theoretical performance of a portfolio which implemented the Model Portfolio based on simplifying assumptions and stock weightings. Actual individual returns or each client’s portfolio will differ depending on factors such as date of initial investment, timing of transactions, contributions and withdrawals, fees and any customisations. Past performance is not a reliable indicator of future performance and may not be achieved in the future. Each client should also take into account their own taxation situations. All information provided in this table and report, is correct at the date of this report.

The one month return figure is calculated with estimated management and administration/custody fees, excluding adviser and performance fees from the Model Portfolio’s inception dates and assumes reinvestment of all income (but not franking credits). This figure will be revised once final month end fees have been calculated and applied. It is an estimate figure and is provided for information purposes only.