Weinberg Private Retirement Growth Portfolio aims to provide income with a high level of capital growth and a high level of capital volatility over an investment time frame of 5 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
2022
- Quarterly update for quarter ending 31 March 2022
- Quarterly update for quarter ending 30 June 2022
- Quarter update for quarter ending 30 September 2022
- Quarterly update for quarter ending 31 December 2022
2023
- Monthly update for month ending January 2023
- Monthly update for month ending February 2023
- Quarterly update for quarter ending 30 June 2023
- Quarterly update for month ending September 2023
- Quarterly update for Quarter ending December 2023
2024