Join our Chief Investment Officer, Ted Szkuta, during his Live Economic Overview
Learn How To:
 | Take advantage of new market opportunities |
| Identify and profit from investing in high growth sectors |
| Profit from the recent correction |
| Position your portfolio for long term growth. |
Ted Szkuta, has over 20 year's experience in the financial services industry, he will share his insight on the current market conditions and how you can use this to your advantage.
Come and see Ted at the following venues.
Melbourne
Thurs, 4th December 6:30pm
Managed Portfolio's
|
| Leaders | To deliver strong returns over the medium to long term through a diversified Blue Chip portfolio of shares selected from the ASX 50 and invested across several sectors. Income will be generated from dividends and enhanced by conservative option strategies. | 34.77%* | 34.60%* | 20.18% |
| Balanced | To provide actively managed exposure to selected securities in the ASX 300 index identified as offering superior return characteristics based on parameters set by the Investor Circle investment team. The style will be bottom up but with emphasis on sectors entering growth phases. Income generation will be minimal as will exposure to securities in the ASX 50 index. | 47.88%* | 55.71%* | 21.06% |
| High Income | To deliver an attractive high income yield from investments in shares selected from the ASX 100 index. The portfolio will be actively traded to deliver good dividends and significantly enhanced through the use of aggressive option strategies | New Fund | New Fund | New Fund |
*The returns listed are returns that have been achieved by Ted’s own investments in Australian equities and are past performance indicators only. Past performance is not a reliable indicator of future performance.
Historical results are no guarantee of future returns. Investments are not guaranteed and may decrease in value, depending on market conditions.