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1 Model Portfolios Australian Equities Morgans North Quay Level 34 32 Turbot St Brisbane
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Model Portfolios
Australian Equities
Morgans North QuayLevel 34
32 Turbot St
Brisbane
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• Service Offering
• Model Portfolio Objectives
• Risk Management
• Portfolio Construction & Process
• Research
• Model Portfolio Performance
• Ongoing Portfolio Management
• Communication
• Client benefits
Contents
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Service Offering
• The model portfolios are an actively managed suite portfolio consisting of research analysts, equity strategy, Retail and institutional dealing teams best idea best ideas in the market
• We overlay these selections by looking at sector allocation, individual stock liquidity, current cyclical trends and ensuring each holding fits with our bottom up analysis approach to investing.
• This is overseen and managed by an in house investment committee along with external members to provide impartiality to the process.
• Morgans North Quay Model Portfolios consist of a Growth, Balanced and an Income portfolio
• Investment portfolios are suited to various risk profiles and clients tolerance to market volatility
• Portfolios are constructed with a focus on long-term fundamental value and bias towards businesses with sustainable competitive advantages and predictable cash flows.
• Diversified range of Australian equities
• Managed and communicated actively
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Model Portfolio Objectives
Income:
• The primary objective of the portfolio is to provide a reliably high level of income through stocks that have quality, defensive characteristics, as total returns tend to be driven more by income than capital appreciation, although both are desirable
Growth:
• The primary objective of the portfolio is to generate a higher level of capital growth through stocks that offer quality and sustainable businesses, as total returns tend to be driven more by capital appreciation than income.
• Stock inclusions are measured on forward earnings growth rates and return on equity (ROE).
Balanced:
• The primary objective of the portfolio is to balance a moderate to high level of income return from stocks with capital growth potential.
• It is expected to achieve this through a combination of the guidelines provided for stock inclusions in the Income and Growth portfolios.
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Risk Management
• Investment Diversification (across and within sectors)
• Defined Investment Parameters
• Process Driven
• Reviewed daily to remain actively aware of any market changes or investment themes which
may effect the composition of your holdings
• Timely, transparent disclosure and completion of any changes will be communicated with you as and when required
• The in-depth research by experienced domestic and global analyst forms the foundation of our
portfolio management process and facilitates our investments
• Built with defined strategy and processes
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Morgans Research
• Australia's largest national full-service retail stockbroking and wealth management network with over
300,000 clients, 500 authorised representatives and 850 staff operating from 57 offices in all states and territories.
• over 75 years of industry experience
• award-winning research team providing research on a wide range of ASX listed companies and regular
market updates
• top-ranked small and mid cap corporate finance house
• Morgans has a team who specialise in small to mid cap companies and Fixed Interest.
• Morgan's has received number of awards, receiving 12 analyst awards for stockpicking and/or earnings
forecast accuracy in the prominent Australian Financial Review StarMine Awards for 2012. StarMine selects the top performing analysts in Australia and New Zealand by measuring the performance of
analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates on companies that are based in the region for a 12-month period.
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Model Portfolio PerformancePeriod ending July 2018
• Based on share price performance, dividends and franking credits received. Inception date is
30 June 2018
• Please note that past performance is not an indication of future performance.
From Inception Annualised
Return *
Income 14.07
Balanced 9.67
Growth 14.00
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Ongoing Portfolio Management
• Active Management• Daily reviews• Monthly updates• Investor Communication
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Communication
• Transparent and timely communication of portfolio adjustments• Direct access to investment advisers• Direct access to research• 24 hour access to clients personal portfolio via the Wealth+ platform
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Client Benefits
• Risk Management
• Active Portfolio Management• Transparent Investments
• Defined processes and investment parameters
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Mark AllaraBranch [email protected]
Brett HunterInvestment Portfolio [email protected]
Jarred BrooksPrivate Client [email protected]
Kenneth BeanlandInvestment [email protected]
Contacts
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General Disclaimer
This presentation is provided for general information purposes only and is not intended as an offer to enter into any transaction. This information contained in it is
not necessarily complete and its accuracy can not be guaranteed. We have prepared this presentation without consideration of the investment objectives, financial situation or particular needs of any individual investor.
Before a client makes an investment decision, a client should, with or without Morgans' assistance, consider whether any advice contained in the presentation is appropriate in light of their particular investment needs, objectives and financial circumstances. It is unreasonable to rely on any recommendation without first
having spoken to your adviser for a personal recommendation.
The information contained in this presentation has been taken from sources believed to be reliable. Morgans Financial Limited does not represent that the
information is accurate or complete and it should not be relied on as such. Any opinions expressed reflect Morgans' judgment at this date and are subject to
change. Morgans and/or its affiliated companies may make markets in the securities discussed. Further Morgans and/or its affiliated companies and/or their employees from time to time may hold shares, options, rights and/or warrants on any issue included in this presentation and may, as principal or agent, sell such
securities.
The Directors of Morgans advise that they and persons associated with them may have an interest in the above securities and that they may earn brokerage,
commissions, fees and other benefits and advantages, whether pecuniary or not and whether direct or indirect, in connection with the making of a recommendation or a dealing by a client in these securities, and which may reasonably be expected to be capable of having an influence in the making of any recommendation, and
that some or all of our representatives may be remunerated wholly or partly
by way of commission.
The presentation is proprietary to Morgans Financial Limited and may not be disclosed to any third party or used for any other purpose without the prior written
consent of Morgans.
Morgans Financial Limited (ABN 49 010 669 726 AFSL 235410) A Participant of ASX Group
Principal Office: Level 29, Riverside Centre, 123 Eagle Street, Brisbane QLD 4000
This document has been prepared by Morgans Financial Limited in accordance with its Australian Financial Services Licence
(AFSL no. 235410). The views expressed herein are solely the views of Morgans Financial Limited.
Morgans – Please visit www.morgans.com.au to understand the products and services within our alliance.
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