Stocks

MODEL PORTFOLIO

Professionally managed & researched investments

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 above 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 30/06/19.

Investment
Style

Growth

Significant Outperformance

Since Inception

Investment

Horizon

3+ Years

Asset

Class

Australian Equities

Stocks

Medallion Financial Group Pty. Ltd. ABN 93 620 680 999

 

The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

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