Page 2 - Professional Moderate_March 2023

Performance history

$100,000 invested since 24/03/2022
$105000

$100000

$95000

Mar 22 Sep 22 Mar 23
24/03/2022 - 31/03/2023 Powered by data from FE fundinfo
Portfolio
Benchmark
Managed portfolio holdings³

Holding Asset class Allocation (%)
AB Global Equities Fund International Equities 5.0
Ampol Limited Ordinary Fully Paid Australian Equities 0.6
Ardea Real Outcome Fund - Class P Australian Fixed Interest 6.0
Aristocrat Leisure Limited Ordinary Fully Paid Australian Equities 0.6
Bell Global Emerging Companies Fund - Class B International Equities 5.0
Carsales.Com Limited. Ordinary Fully Paid Australian Equities 0.6
Cash Account Cash 2.0
Corporate Travel Management Limited Ordinary Fully Paid Australian Equities 0.6
CSL Limited Ordinary Fully Paid Australian Equities 0.6
Domino's Pizza Enterprises Limited Ordinary Fully Paid Australian Equities 0.6
Downer Edi Limited Ordinary Fully Paid Australian Equities 0.6
Flinders Emerging Companies Fund - Class A Australian Equities 3.0
Franklin Australian Absolute Return Bond Fund - I Class International Fixed Interest 10.0
GQG Partners Global Equity Fund - Z Class International Equities 5.0
GQG Partners Inc. Cdi 1:1 US Person Prohibited Excluding Qib Australian Equities 0.6
James Hardie Industries PLC Chess Depositary Interests 1:1 Australian Equities 0.6
Legg Mason Brandywine Global Income Optimiser Fund Class B International Fixed Interest 8.0
Legg Mason Western Asset Australian Bond Fund - Class M Australian Fixed Interest 14.0
Lendlease Group Fully Paid Ordinary/Units Stapled Securities Australian Equities 0.6
Macquarie Group Limited Ordinary Fully Paid Australian Equities 0.6
Martin Currie Emerging Markets Fund - Class M International Equities 4.0
MFG Core Infrastructure Fund International Equities 6.0
Mineral Resources Limited Ordinary Fully Paid Australian Equities 0.6
Resmed Inc Cdi 10:1 Foreign Exempt NYSE Australian Equities 0.6
Resolution Capital Global Property Securities Fund (Unhedged) Class M Property 4.0
Seven Group Holdings Limited Ordinary Fully Paid Australian Equities 0.6
South32 Limited Ordinary Fully Paid Australian Equities 0.6
T.Rowe Price Global Equity - M Class International Equities 5.0