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 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.
Net Performance as at 30 June 2021
Medallion Model Portfolio - Performance Breakdown