 |
| Page 1 |
 |
| Page 2 |
 |
| Page 3 |
 |
| Page 4 |
 |
| Page 5 |
 |
| Page 6 |
 |
| Page 7 |
 |
| Page 8 |
 |
| Page 9 |
 |
| Page 10 |
 |
| Page 11 |
 |
| Page 12 |
 |
| Page 13 |
 |
| Page 14 |
 |
| Page 15 |
 |
| Page 16 |
 |
| Page 17 |
 |
| Page 18 |
 |
| Page 19 |
 |
| Page 20 |
|
|
|
|
 |
| • |
Discover the total value of
your managed fund portfolio |
• |
Have you neglected your
portfolio recently? |
| • |
Have your investment aims
changed since you first
invested? |
• |
Is your portfolio balanced
with a sensible spread of
risk? |
| • |
Professional, independent
opinion |
• |
Spend just two minutes to enhance your portfolio |
|
Analysis, Appraisal and Assessment
Having worked in the industry for numerous years,
I have seen a large number of clients who have
built up an odd assortment of investments over the
years. We realised that the biggest need of
investors was an overview of what their portfolio
was worth and where it was invested.
Many felt that they had neglected their portfolio
and would like a revamp, removing the proverbial
dogs, but just didn't know where to start. As a
result we developed our at-a-glance portfolio
valuation and healthcheck.
We believe that if it's been a while since you
reviewed your portfolio and feel that it needs some
attention, or alternatively, if you just want an
opinion on the funds you're in, the Portfolio
Healthcheck Service is the ideal solution. |
What will I receive?
Once we have received the details of your holdings,
(approx 4-6 weeks), we will compile all the
information into a Portfolio Healthcheck report. Your
personal report will include:
- A consolidated report including the value of your
wraps, master trust, listed managed funds and
unit trusts.
- Clear information, and charts, showing how your
investments are divided across different sectors
of the market, allowing you to check if you have
a balanced portfolio with a sensible spread of
risk or are all your eggs in one basket.
- A rating based on a 5 star rating, with brief
commentary as to the rationale behind the
rating.
|
|
And we can save you money every year
All investors requesting a Portfolio Healthcheck
automatically become members of The Wealth
Focus Investment Service, saving you:
- Money on each additional investment into
existing managed funds (100% upfront
commission rebated in nearly all cases)
- Time in administering your funds and tax
affairs - Our annual consolidated
performance and provisional tax report allows
you to view all your managed fund
investments and share trading (BETA) from
one source.
|
What to do next?
If you would like to take advantage of a free valuation
and analysis of all your holdings simply complete and
return one of the forms overleaf. All you need to do is
give us the name and plan numbers of your
investment managers and sign it. This instructs the
manager to give us all the necessary up-to-date
information, which usually takes four weeks, and tells
them to deal with us as your investment broker.
A mere 2% underperformance could cost you
$10,148 on a $30,000 portfolio over 10 years (7%
versus 9% growth). Give your portfolio the best
chance of giving you a good return. |
|
 |
This service has been developed for DIY investors who are making their own investment decisions or are not receiving
satisfactory information from their existing planner/broker. We do not offer personal advice. However, if you would like
to receive personal advice, then our affiliated fee based planners are available to provide advice to investors. |
|
| |
|
| FUNDS FOCUS Investment newsletter: Issue 1, January 2008 |
|
Order a ZERO entry fee PDS
To download or request a hard copy Product Disclosure Statement with no entry fee, please complete order form below. Portfolio Healthchecks and the Wealth Focus annual report can be faxed back on 1300 55 98 70 or posted to us for free at Wealth Focus, Reply Paid 760, Manly, NSW, 1655 |
|
| |
|
| What do we get paid |
Wealth Focus will rebate 100% of entry fee on managed fund investments as additional units. Wealth Focus may receive a trailing commission of up to 1.00% pa. depending on the manager we have a relationship with. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
|
|
|
 |
 |
This month’s issue examines the opportunities that exist as a result of the “new economy”, where they are and how you can minimise some of the resulting volatility. |
| |
Challenger China Share Fund
The Asian growth story and China’s emergence into the outside world remains as compelling as ever. Could now be an opportune time to invest?
p12 |
| |
Merrill Lynch International Gold Fund
Gold can be considered an effective diversifier. Gold often performs well when financial markets perform poorly as investment managers look around for ‘insurance’ against financial instability and poor equity performance.
p14 |
| |
Macquarie - Globalis
BRIC Fund
Emerging markets continue to be the
fastest growing economies. We
examine Macquarie’s joint venture
into the BRIC economies and how
you can take part in the fastest
growing economies in the world.
p16 |
| |
Launch offer – Free
Portfolio Healthcheck
Probably the worst thing you can do
is sit on an portfolio full of proverbial
“dogs” in the hope that they’ll
somehow get their act together and
produce you the great returns
overnight. We’re giving investors the
opportunity to get a free report
across all their managed fund
investments.
p19 |
| |
 |
 |
|
|
