Page 19 - Sainsbury Strategy and Invetsment Recommendations

Option Summary

Option 1 - Initial Monthly - Option 1 Monthly - Option 2
Australian Shares 50.0%
AMC Amcor PLC 3.0% $6,000
ANN Ansell Limited 3.0% $6,000
ALL Aristocrat Leisure 3.0% $6,000
BXB Brambles 3.0% $6,000
CAR Carsales.com 3.0% $6,000
CPU Computershare Ltd 3.0% $6,000
LLC LendLease Group 3.0% $6,000
ORI Orica Limited 3.0% $6,000
RHC Ramsay Healthcare 3.0% $6,000
SEK Seek Limited 3.0% $6,000
TWE Treasury Wine Estates 3.0% $6,000
MQG Macquarie Group 3.0% $6,000
BHP BHP Billiton 3.0% $6,000
CSL CSL Limited 3.0% $6,000
RIO RIO TINTO Limited 3.0% $6,000
AFIC AFIC 0.0% $0 $3,000 $6,000

Aust Small Cap
SEC Spheria Emerging Companies 5% $10,000 $1,000 $2,000

Global Equities 50%
VEU Vanguard All World Ex US ETF 20% $40,000 $2,000 $4,000
IOO iShares S&P Global 100 ETF 15% $30,000 $2,000 $4,000
IVV US Equities S&P 500 15% $30,000 $2,000 $4,000

Totals 100.0% $200,000 $10,000 $20,000

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