Stocks

MODEL PORTFOLIO

Professionally managed & researched investments

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Since the inception of August 2017, the returns on the Model Portfolio have significantly outperformed the ASX 200.

The Model Portfolio typically holds between 15-20 securities with weightings ranging from 1-15%

The Investment Style is focused on delivering growth and capital gains, however has still delivered ~3.00%p.a in dividends

The Returns are Net of Management Fees, Performance Fees and Brokerage/Commission

and have been derived from actual real-life trading data.

The below returns are based on actual trading data from real money accounts

that trade the same strategies offered by Medallion Financial Group.

Actual investment performance will differ based on the fees applicable, legacy holdings, the actual
investment date and the third-party service provider you hold your trading account with.

These figures have been Audited to the 30/06/20.

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Investment
Style

Growth

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Significant Outperformance

Since Inception

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Investment

Horizon

3+ Years

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Asset

Class

Australian Equities

Net Performance as at 30 June 2021

Medallion Model Portfolio - Performance Breakdown

Model Portfolio

ASX. STW