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Experts' Choice Funds

Experts’ Choice Funds are a range of wholesale managed investments exclusively available through the PortfolioCare Masterfund, eWRAP & Elements Services. Experts’ Choice Funds offers five specialist sector funds (eg shares, property, bonds) and three diversified options (eg conservative, balanced) which invest into the specialist options – giving a fund to meet the financial needs and objectives of everyone.

The Responsible Entity of the Experts' Choice Funds is AMP Capital Investors Limited who are part of AMP’s asset management business. They operate a large investment management business, which invests in a range of asset classes, including shares, bonds, cash, property and private capital.

The expert, van Eyk Research, is employed to assist in the investment management process. Van Eyk is a well regarded and independently owned supplier of research to the managed funds industry. Van Eyk applies a rigorous qualitative research based approach.

Panel of Managers

Managers within the portfolios are selected with the assistance of Van Eyk and are chosen based on their rating (they must be highly rated by Van Eyk) and their investment style. The Experts’ Choice Funds are invested in a combination of wholesale investment managers not normally available to retail investors

Diversified funds

Experts' Choice Conservative Fund Fund Profile Flyer PDS
Experts' Choice Balanced Fund Fund Profile Flyer PDS
Experts' Choice Growth Fund Fund Profile Flyer PDS

Sector funds

Experts' Choice Short-Term Money Market Fund Fund Profile Flyer PDS
Experts' Choice Fixed Interest Fund Fund Profile Flyer PDS
Experts' Choice Property Securities Fund Fund Profile Flyer PDS
Experts' Choice International Shares Fund Fund Profile Flyer PDS
Experts' Choice Australian Shares Fund Fund Profile Flyer PDS
Experts’ Choice Small Companies Fund Fund Profile Flyer PDS

 

Disclaimer

The Responsible Entity of the Experts' Choice Funds is AMP Capital Global Investors Limited (ABN 59 001 777 591) add disclaimer in here

AMP Capital Investors Ltd makes no representations as to the accuracy or completeness of any statement in the above fund profiles. Neither AMP Capital Investors Ltd or any AMP Group Company guarantees the return on any Fund or investment made

Responsible Entity of the Investment Service and Elements Account (ARSN 089 056 879) is ASGARD Capital Management Limited (ABN 92 009 279 592) Australian Financial Services No. 240695.

Trustee of the Super Service / Pension &Term Pension Service / PortfolioCare eWRAP Super Account/ PortfolioCare eWRAP Pension and Term Pension Account (SFN 3386/649/54) is ASGARD Capital Management Limited (ABN 92 009 279 592) Australian Financial Services No. 240695.

Operator and custodian of PortfolioCare eWRAP Investment is ASGARD Capital Management Limited (ABN 92 009 279 592) Australian Financial Services No. 24069

Any advice on this website is of a general nature only and does not take your objectives, financial situation or needs into account. Therefore, before making any decision using this advice, consider how it applies to your personal circumstances. In deciding whether to open, or continue to hold an interest in any PortfolioCare account, please consider the relevant Product Disclosure Statement or Financial Services Guide issued by ASGARD and available from your financial planner.

 

 

 

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