LET US HELP YOU
We want to make understanding your investments a simple, straightforward process. Here are some resources that explain the key concepts you should know.
DIFFERENCE BETWEEN A FUND AND A MODEL
Both managed funds and portfolio models are managed by professional investment managers; however they have some clear differences.
Fund
- Professional investment management
- Access to sophisticated investments
- Suited to investment approaches with significant diversification
- Customisable
- Beneficial ownership of securities
- Personal tax positions
Model
- Professional investment management
- Customisable
- Beneficial ownership of securities
- Personal tax positions
- Can hold a mix of shares, ETFs and managed funds
HOW TO READ A PROFILE
Fund
A fund profile contains 4 key pieces of information. These are designed to clearly communicate the purpose of the fund along with it ongoing performance.
Review objective
The objective is a brief description of what this particular investment fund is attempting to achieve.
Performance Chart
The performance chart shows the value of $1 invested from the time this investment fund was offered.
Asset allocation
Asset allocation provides a snapshot of the various types of investments categories investors are exposure to through the fund.
Performance Table
The performance table shows the percentage return for various periods to a point in time. Investors should be aware that large positive or negative returns over short periods can distort performance reported over the longer term
Model
A model profile contains 4 key pieces of information designed to clearly communicate the purpose and ongoing performance of the model.
Review objective
The objective is a brief description of what this particular investment model is attempting to achieve.
Performance Chart
The performance chart shows the value of $1 invested from the time this investment model was offered.
Asset Allocation
Asset allocation provides a snapshot of the various types of investments categories investors are exposure to through the model.
Performance Table
The performance table shows the percentage return for various periods to a point in time. Investors should be aware that large positive or negative returns over short periods can distort performance reported over the longer term
Let us show you
TAKE ME THROUGH A PROFILEGET IN TOUCH
If you're ready to find out more about this or Ventura's offering then don't hesitate to get in touch.
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