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 30/06/21.

Net Performance as at 31 December 2021