Weinberg Managed Portfolios – Change reports

 

Date

Change Report

Conservative

Moderate

Balanced

Growth

High- Growth

Retirement – Growth

Retirement – Income

27 November 2019

Weinberg private retirement portfolios – Portfolio changes – International equities

         

1 July 2020

Winton Global Alpha fund removal

1 July 2020

SAA Review changes

 

         

1 January 2021

Alternatives review 

1 January 2021

International shares review 

         

1 April 2021

Weinberg Private Portfolio Managed Accounts – SAA Review Changes

1 April 2021

Weinberg Private Portfolio Managed Accounts – Alternatives Review

   

1 April 2021

Weinberg Private Retirement Managed Accounts – Alternatives Review

         

1 June 2021

UBS Cash Fund – Introduction 

           

1 June 2021

Kapstream Absolute Return Income Fund Removal

       

1 July 2021

Property Review

   

   

 

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