Weinberg Private Balanced Core Portfolio aims to provide income with a moderate level of capital growth and a moderately high level of capital volatility over an investment time frame of 4 years.
This document provides guidance in relation to Target Market Determinations (TMD) for the purposes of the Design and Distribution Obligations (DDO) – Target Market Determinations
The portfolio’s quarterly client update:
2020
2021
- Quarterly update for quarter ending 30 September 2021
- Quarterly update for quarter ending 31 December 2021