Premier Portfolio Service reports April 2024

Premier Portfolio Service reports April 2024

These are the performance reports for the Premier Portfolio Service SMAs. The reports labelled "Pan SMA" are reports for BT Panorama SMAs, the ones labelled "NW" are for Netwealth SMAs and the "Model" reports are the underlying model portfolios. They are nearly identical, but the SMA reports have the additional SMA fees applied and there may slight differences in model composition due to platform limits and investment availability.

Attached Files

File
Premier Balanced Model Report 2024-04.pdf
Premier Balanced NW SMA Report 2024-04.pdf
Premier Balanced Pan SMA Report 2024-04.pdf
Premier combined portfolio performance 2024-04.pdf
Premier Growth Model Report 2024-04.pdf
Premier Growth NW SMA Report 2024-04.pdf
Premier Growth Pan SMA Report 2024-04.pdf
Premier Mod Growth Model Report 2024-04.pdf
Premier Mod Growth NW SMA Report 2024-04.pdf
Premier Mod Growth Pan SMA Report 2024-04.pdf
  • Version
  • File Size 776.12 KB
  • File Count 10
  • Create Date 10 May 2024
  • Last Updated 11 May 2024