MODEL PORTFOLIO

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Professionally managed & researched investments

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

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

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

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

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

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

that trade the same strategies offered by Medallion Financial Group.

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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.

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

Net Performance as at 31 January 2021

Medallion Model Portfolio - Performance Breakdown

Model Portfolio

ASX. STW

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