Page 2 - Private Wealth Specialist Growth Moderate PDF Factsheet

Performance history

$100,000 invested since 24/03/2022
$120000

$110000

$100000

Mar 22 Sep 22 Mar 23 Sep 23 Mar 24 Sep 24
24/03/2022 - 30/09/2024 Powered by data from FE fundinfo
Portfolio
Benchmark
Managed portfolio holdings³

Holding Asset class Allocation (%)
Betashares Westn Asset Aus Bond Fund (Managed Fund) Betashares West As Australian Fixed Interest 17.0
Macquarie Dynamic Bond Active Etf (Managed Fund) Macquarie Dynamic Bond Active Etf (Managed International Fixed 16.0
Fund) Interest
International Fixed
Macquarie Income Opp Active Etf (Managed Fund) Macquarie Income Opp Active Etf (Managed Fund) 13.0
Interest
Vanguard All-World Ex-Us Shares Index Etf Vanguard All-World Ex-Us Sha International Equities 9.0
International Fixed
Activex Ardea Real Outcome Bond Fund (Managed Fund) Active X Ardea RL 7.0
Interest
Betashares Australian High Interest Cash Etf Betashares Australian Hig Cash 5.0
Ishares Global 100 Etf Ishares Global 100 Etf International Equities 5.0
Magellan Asset Management Ltd (Core Series) Magellan Core Infrastructure Fund (Managed Fund) Australian Equities 5.0
Resolution Cap Global Prop Sec (Managed Fund) Resolution Cap Global Pr Property 5.0
Ishares S&P 500 Etf International Equities 4.0
Cash Account Cash 1.9
Ampol Limited Ordinary Fully Paid Australian Equities 0.7
Aristocrat Leisure Limited Ordinary Fully Paid Australian Equities 0.7
Breville Group Limited Ordinary Fully Paid Australian Equities 0.7
CAR Group Limited Ordinary Fully Paid Australian Equities 0.7
Corporate Travel Management Limited Ordinary Fully Paid Australian Equities 0.7
CSL Limited Ordinary Fully Paid Australian Equities 0.7
Domino's Pizza Enterprises Limited Ordinary Fully Paid Australian Equities 0.7
Downer Edi Limited Ordinary Fully Paid Australian Equities 0.7
GQG Partners Inc. Cdi 1:1 US Person Prohibited Excluding Qib Australian Equities 0.7
Lynas Rare Earths Limited Ordinary Fully Paid Australian Equities 0.7
Macquarie Group Limited Ordinary Fully Paid Australian Equities 0.7
Mineral Resources Limited Ordinary Fully Paid Australian Equities 0.7
Newmont Corporation Cdi 1:1 Foreign Exempt NYSE Australian Equities 0.7
Nextdc Limited Ordinary Fully Paid Australian Equities 0.7
Resmed Inc Cdi 10:1 Foreign Exempt NYSE Australian Equities 0.7
TPG Telecom Limited. Ordinary Fully Paid Australian Equities 0.7
Treasury Wine Estates Limited Ordinary Fully Paid Australian Equities 0.7