Weinberg Private Moderate Core portfolio aims to provide income with a moderate level of capital growth and capital volatility over an investment time frame of 3 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

• Quarterly update for quarter ending 31 December 2020

2021

• Monthly update for month ending January 2021

• Monthly update for month ending February 2021

• Quarterly update for quarter ending 31 March 2021

• Monthly update for month ending April 2021

• Monthly update for month ending May 2021

• Quarterly Update for quarter 30 June 2021

• Quarter update for quarter ending 30 September 2021
• Quarter update for quarter ending 31 December 2021

2022

• Quarterly update for quarter ending 31 March 2022
• Quarterly update for quarter ending 30 June 2022