Future Planners News


Watershed quarterly report for October 2014

Friday, November 28, 2014

At Future Planners we utilise the experience and expertise of many specialists in the field of investments to construct the most appropriate portfolio of Shares Fixed Interest Property and Cash depending on each client’s preference and risk profile.

With the advantage of our extensive license issued by ASIC we have the ability to use Managed Discretionary Accounts (MDA ) through our licensee. Most of our clients will have some and, in many cases, a majority exposure to one, two or all three of the Income, Core share and Emerging Leaders Separately Managed Accounts.

Download this quarter's reports

Click to download Monthly Update - Core Share SMA October 2014

Click to download Monthly Update - Emerging Leaders SMA October 2014

Click to download Monthly Update - Income SMA October 2014

The above quarterly Reports provide a brief summary of Fund objectives and structure together with major holdings, fund performance and activity.