Tailored Portfolio Pathway Series Managed Portfolios

The Tailored Portfolio Pathway series are Managed Portfolios (also known as Separately Managed Accounts) which combine the benefits of a range of specialist fund managers, the expertise of professional asset consultants, and the convenience of ongoing, automatic updating of your portfolio without the administrative hassles.

The Tailored Portfolio Pathway series includes 5 separate Risk Profile based managed portfolios:

Product Name Risk Profile
Tailored Portfolio – Conservative Pathway 30% Growth
Tailored Portfolio – Cautious Pathway 50% Growth
Tailored Portfolio – Balanced Pathway 70% Growth
Tailored Portfolio – Growth Pathway 85% Growth
Tailored Portfolio – High Growth Pathway 100% Growth

 

Please refer below for the Product Disclosure Statement and Target Market Determination documents.

 

Document Type Document Name
Product Disclosure Statement Tailored Portfolio Pathway Series Managed Portfolios

 

Document Type Document Name
Target Market Determination Tailored Portfolio – Conservative Pathway
Target Market Determination Tailored Portfolio – Cautious Pathway
Target Market Determination Tailored Portfolio – Balanced Pathway
Target Market Determination Tailored Portfolio – Growth Pathway
Target Market Determination Tailored Portfolio – High Growth Pathway