Model Portfolio Product Disclosure Statements (PDS)
Links to our product provider PDS’s (as recommended in our model portfolios) are listed below. We highly recommend you download and read each PDS for the funds recommended in your investment portfolio.
Please note, the information provided in each PDS is general information only and does not consider your personal financial situation. Please contact your adviser if you have any questions.
Free copies of these PDS documents are available upon request.
Antipodes Global Fund – Long PIE
Clarity – Capital Group New Perspective Fund
Hyperion Global Growth Companies Class B
Hyperion Global Growth Companies (PIE) Fund
Insync Global Capital Aware Fund
OneAnswer SAC International Share Fund
Pegana WHEB Sustainable Impact Fund
Schroder Sustainable Global Core PIE fund
Schroder Sustainable Global Core PIE fund (Hedged)
Milford Diversified Income Fund
OneAnswer Multi Asset Class (MAC) range of funds. This includes:
- OneAnswer MAC Conservative Balanced Fund
- OneAnswer MAC Balanced Fund
- OneAnswer MAC Balanced Growth Fund
- OneAnswer MAC Growth Fund
- OneAnswer MAC High Growth Fund
Need help?
Contact your Wealth Adviser
Hayley O'Brien
06 870 7050
Sean Folan
