The portfolio aims to provide strong capital growth over the long term. The
primary focus of the portfolio is on capital growth with a secondary focus on
tax effective income.
Investment strategy
The portfolio is actively managed2 and invests primarily in
Australian shares that we believe are trading at a discount to their assessed
value. Tax efficiency will be a consideration in the construction and share
trading activity. Turnover of shares will be minimised while maintaining the
investment objective of the model.
The portfolio aims to provide a strong return over the long term comprised
of capital growth and income. The primary focus of the portfolio is on
providing tax effective return with added emphasis on income.
Investment strategy
The portfolio is actively managed2 and invests primarily in
Australian shares that we believe are trading at a discount to their assessed
value and offer above average dividend returns and franking levels. Tax
efficiency will be a consideration in the construction and share trading
activity. Turnover of shares will be minimised while maintaining the investment
objective of the model.
The portfolio aims to provide a high level of capital growth over the long
term by investing in a concentrated portfolio of Australian shares.
Investment strategy
The portfolio is actively managed2 and invests primarily in
Australian shares that we believe are trading at a discount to their assessed
value. The portfolio will take potentially higher risk, in exchange for a
potentially higher return. Turnover of shares is expected to be higher than the
Core and Tax Efficient models.
The portfolio aims to provide a strong long term grossed-up return to tax
exempt investors who are able to utilise franking credits1.
Investment strategy
The portfolio is actively managed2 and invests primarily in
Australian shares that we believe are trading at a discount to their assessed
value. BT's standard active share approach of rigorous analysis and portfolio
construction is the base to which we then overlay specific post-tax share
processes. The portfolio will offer higher than average yield and franking
levels, and be active in the turnover of shares.
The portfolio aims to provide a strong return comprised of capital growth
and income over the long term.
Investment strategy
The portfolio is actively managed2 and invests primarily in
Australian listed property trusts, Australian listed property securities and
other properly related investments. Tax efficiency will be a consideration in
the construction and trading activity of the portfolio.
1 Registered charities that are endorsed
by the Commissioner of Taxation as being income tax-exempt and superannuation
funds funding current pension liabilities.
2 "Active" management refers to the management of the Portfolio with
the aim of exceeding the average returns of the relevant market.
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