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[PDF File]DIVERSIFIED PORTFOLIOS - Amazon Web Services
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4 INVESTSMART . DIVERSIFIED PORTFOLIOS MODEL PORTFOLIO PROFILE: IV0001 INVESTSMART DIVERSIFIED INCOME MODEL Investment objective The investment objective is to maximise annual income while

[PDF File]Single Asset Model Portfolio
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income. Although the portfolio will generate income, income-focused stocks will be included if their total return criteria fits the portfolio’s objective. Who is this option suitable for? Investors who: • seek long-term capital growth as the primary objective from an Australian equities portfolio and some income;

[PDF File]Fidelity Fund Portfolios - Income Methodology
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Fidelity Fund Portfolios - Income Methodology The primary objective of the model Fidelity Fund Portfolios – Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, with asset allocations similar to a subset of Fidelity Target Asset Mixes (TAMs). …

[PDF File]Conservative Growth & Income (MAPS) Select UMA
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accountability.The "American Funds Conservative Growth and Income Model Portfolio" seeks to provide rising and above market average current income as well as the potential for long-term growth.This model provides a strategy designed to fit the needs of investors with long-term investment horizons. It can be used individually or in combination ...

[PDF File]Franklin Templeton Growth & Enhanced Income (MAPS) Select UMA
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Model Portfolio Provider. The Model Portfolio Providers for the MAPS Third Party Strategies are not acting as a "fiduciary" to the client as defined in Section 3(21)(A) of ERISA, with respect to the assets in a MAPS Third Party Strategy. The FT Growth and Enhanced Income Model Portfolio is a multi-asset model of mutual funds and ETFs

[PDF File]Model Portfolios
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Portfolio Score: 13-17 Conservative Portfolio Score: 8-12 Self-Assessment Quiz and Model Portfolios This self-assessment quiz will help you determine your risk tolerance. Once you ve calculated your score, review the model portfolio that corresponds to your investor pro le. Each model gives you a

[PDF File]AlphaSolutions Conservative Growth and Income Model
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AlphaSolutions Conservative Growth and Income Model A portfolio that focuses on dividends with moderate growth Portfolio Goals Primary: Seeks to provide dividend income with moderate growth. Secondary: Seeks to reduce equity market volatility during bear markets by reducing equity exposure. Suitability Investors that require current income from their investments and seek distributions that will …

[PDF File]Model ETF Portfolios as of June 30, 2019
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30-06-2019 · Model ETF Portfolios as of June 30, 2019; Vanguard Asset Allocation ETFs This table is published by Justin Bender for your information only. Information on which this table is based is available on request. Particular investments or tradinstrategies should be evaluated relative to g each individual’s objectives in consultation with the Investment Advisor. Opinions of Justin Bender constitute his …

[PDF File]As of June 30, 2019 SSGA Growth and Income ETF Portfolio
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The Fund seeks growth of capital and income. To achieve this objective, the Fund invests at least 80% of its net assets in Underlying ETFs. The Fund's portfolio is based on the cyclical asset allocation guidelines of the Adviser's Investment Strategy committee's growth and income model. Portfolio Composition Asset Types (06/30/19)

[PDF File]A Framework for Evaluating Model Portfolios An overview of …
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Growth and Income model portfolios, have matching mutual funds). Instead, model portfolios offer a blueprint for asset allocation and fund selection. They tend to be designed with ease of use and ...

Growth and income portfolio model