Five more SMAs available

Five new Aequitas separately managed accounts became available during October.

On Colonial’s FirstWrap platform the Aequitas Core Equity Portfolio, Growth Portfolio, Balanced Portfolio and Moderately Conservative Portfolio are now open for investment. The PDS is available here.  Under Offer documents, select “Colonial First State Managed Account PDS” to see the options. Our portfolios are on pages 5 and 6 of the second book in the PDS (which are pages 29 and 30 of the combined PDF file).

And Macquarie Wrap have added our Growth Portfolio to their menu. The details of the portfolio are available from the PDS here. Our portfolios start on page 22 of the additional information section (which is page 32 of the combined PDF file).

Important Information: This document has been prepared by Aequitas Investment Partners ABN 92 644 165 266 (“Aequitas”, “our”, “we”), a Corporate Authorised Representative (no. 1284389) of C2 Financial Services, (Australian Financial Services Licensee no. 502171), and is for distribution within Australia to wholesale clients and financial advisers only.

This document is based on information available at the time of publishing, information which we believe is correct and any opinions, conclusions or forecasts are reasonably held or made as at the time of its compilation, but no warranty is made as to its accuracy, reliability or completeness. To the extent permitted by law, neither Aequitas nor any of its affiliates accept liability to any person for loss or damage arising from the use of the information herein.

Please note that past performance is not a reliable indicator of future performance.

General Advice Warning: This document has been prepared without taking into account your objectives, financial situation or needs, and therefore you should consider its appropriateness, having regard to your objectives, financial situation and needs. Before making any decision about whether to acquire a financial product, you should obtain and read the relevant Product Disclosure Statement (PDS) or Investor Directed Portfolio Service Guide (IDPS Guide) and consider talking to a financial adviser.

Taxation warning: Any taxation considerations are general and based on present taxation laws and may be subject to change. Aequitas is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and investors should seek tax advice from a registered tax agent or a registered tax (financial) adviser if they intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.

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