Investment Menu - Evans and Partners · R ccounts Retai anage ccount | anuary 2019 EVANS & PARTNERS...

Investment MenuRetail Managed Accounts

Retail Managed Accounts

EVANS & PARTNERS 2Retail Managed Accounts | January 2019

IMPORTANT INFORMATIONThis Investment Menu is issued by Responsible Entity Partners Limited (ABN 11 119 757 596, AFSL 304542) (“Responsible Entity”), the responsible entity of the Evans & Partners Retail Managed Accounts.The information contained in this Investment Menu forms part of the Product Disclosure Statement (PDS) for the Evans and Partners Retail Managed Accounts dated 21 December 2017. You should read this information together with the PDS before making a decision to invest. If you are considering an investment in a Managed Fund then you should also read the relevant PDS for that product.The information in this Investment Menu is of a general nature. The information is not advice or a recommendation to invest in any particular investment option. This Investment Menu has been prepared without taking into account your individual objectives, financial situation or particular needs. You should assess your own objectives, financial situation and needs before deciding to acquire any investment through the Evans & Partners Retail Managed Accounts. Before making an investment decision, you should seek the help of a person or organisation licensed to provide financial advice (your Adviser).Information in this Investment Menu is subject to change from time to time. Where the changes are not materially adverse, updated information will be made available at www.eandp.com.au and via the Evans and Partners Portal.If you would like to request a hard copy of this Investment Menu free of charge, the PDS or any updated information, then contact your licensed Adviser or phone the Administrator on 1300 669 891.Before you invest, you should read the PDS in its entirety and check www.eandp.com.au for any updated information. Defined terms used in this Investment Menu are defined in the PDS. This Investment Menu is dated November 2018.

CONTACT DETAILS:

DISTRIBUTOR Evans and Partners Pty Ltd ABN 85 125 338 785 AFSL 318075

MELBOURNE OFFICE: SYDNEY OFFICE: Mayfair Building Level 5 171 Collins Street 5 Martin Place Melbourne VIC 3000 Sydney NSW 2000 Phone: 03 9631 9888 Phone: 02 8070 6600 Fax: 03 8610 1608 Fax: 02 8569 0386Website: www.evansandpartners.com.au

ISSUER AND RESPONSIBLE ENTITY Responsible Entity Partners Limited ABN 11 119 757 596 AFSL 304542 Level 9 287 Collins Street Melbourne VIC 3000 Phone: (03) 9097 2800

Website: www.trusteepartners.com.au

ADMINISTRATOR Linear Administration Services Pty Ltd ABN 63 163 681 678 AFS Representative Number 440581 Level 9 525 Flinders Street Melbourne VIC 3000

PO Box 482 Collins Street West VIC 8007Phone: 1300 669 891 Fax: 03 9629 2550Website: www.linear.com.au



INVESTMENT OP TIONSYour investment universe can be via:

▪ Model Portfolios – which are professionally managed by investment managers according to their stated mandate; and ▪ Self-directed Investments – which provide you the flexibility to select any investment listed on the Investment Menu to follow your

own strategy.

ABOUT MODEL PORTFOLIOSThis Investment Menu also sets out the Model Portfolio options as well as other details including the investment strategy.You should read all information about a Model Portfolio, consider your own personal circumstances and the risks relating to the underlying investment class, and using Model Portfolios generally before you invest.

MODEL PORTFOLIO WEIGHTINGS

Your individual weightings or mix of Model Portfolios are applied on a “floating” basis. This means that although your Account will reflect the weightings in your Account Instruction at the time the investments are made, the weightings will fluctuate from time to time as the performance of one Model Portfolio differs from the performance of another.As an example, for an original investment of $100,000 allocated 50% to Model A Portfolio and 50% to Model B Portfolio, your Account would be divided as follows:

Model A: Weighting – 49.5% Value – $49,500

Model B: Weighting – 49.5% Value – $49,500

Cash: Weighting – 1% Value – $1,000

Total: Weighting – 100% Value – $100,000

If after the first day of your account being active, Model A Portfolio had performance of -5% and Model B Portfolio had performance of +5%, then your account would adjust to reflect this variance in performance as follows:

Model A: Weighting – 47% Value – $47,000

Model B: Weighting – 52% Value – $52,000

Cash: Weighting – 1% Value – $1,000

Total: Weighting – 100% Value – $100,000

This example is provided for the purpose of demonstrating the effect of applying Model Portfolio weightings on a floating basis and all values are approximate and indicative only. This effectively means that your initial Account weighting will only apply in the strictest sense on the first day of your investment. After this, each Model Portfolio will perform differently and therefore the value of it will change in dollar and percentage terms, thus changing your overall weightings. Your Account will only be reweighted on instruction from you or your Adviser.

MODEL PORTFOLIOSCurrently the following list of model portfolios is available for investment via the Evans and Partners Retail Managed Accounts.

PORTFOLIO CODE PORTFOLIO NAME STRATEGYMINIMUM

INVESTMENT

INVESTMENT FEE1 (% P.A.

INCL GST)EAPINCR Evans and Partners Australian Equities Income Portfolio (Retail) Active $50,000 0.33

EAPAUEQR Evans and Partners Australian Equities Growth Portfolio (Retail) Active $50,000 0.33

EAPPDFIR Evans and Partners Diversified Income Portfolio (Retail) Active $50,000 0.22

EAPGLEQR Evans and Partners Global Equities – Core Portfolio (Retail) Active $50,000 0.11

EAPINTR Evans and Partners International Focus Portfolio (Retail) Active $50,000 0.825

EAPDEFPR Evans and Partners Defensive Plus Portfolio (Retail) Active $50,000 0.11

EAPCPR Evans and Partners Conservative Portfolio (Retail) Active $100,000 0.482

EAPMPPR Evans and Partners Moderate Plus Portfolio (Retail) Active $100,000 0.772

EAPAPPR Evans and Partners Aggressive Plus Portfolio (Retail) Active $100,000 0.952

EAPGHPR Evans and Partners Global Healthcare Portfolio (Retail) Active $50,000 0.825

Note:1. If you select any of the Model Portfolios above, then in addition to the Investment Management Fee, your Adviser will charge you a minimum Adviser Service Fee of 0.55% per

annum (including GST) based on the amount you have invested in each Model Portfolio. For more information on Adviser Service Fees, please refer to the Fees and Other Costs section of the PDS or contact your adviser.

2. This fee is not the Investment Management Fee of the Investment Manager, Evans and Partners, but is the effective minimum annual weighted fee for the fund managers of the underlying Managed Fund investments. This amount may be factored into the unit price; speak to your adviser and review the PDS for the Managed Fund for further details.



EVANS AND PARTNERS AUSTRALIAN EQUITIES INCOME PORTFOLIO (RETAIL)

Portfolio code: EAPINCR

Portfolio provider: Evans and Partners Pty Ltd

Inception: 7 July 2014

Investments: Australian equities, cash

Benchmark: S&P/ASX 200 Accumulation Index

DESCRIPTION/STRATEGY

The portfolio is built around the strategy and research views of the Evans and Partners research team. It has a medium term focus and is constructed and managed to provide a higher dividend yield with a higher franking benefit than that provided by the overall market. The portfolio typically has a lower beta bias. Given the income bias of the Portfolio, performance is likely to lag the ASX200 during periods of market strength and exceed during periods of market weakness. Annual portfolio turnover is expected to average ~40%.

INVESTMENT OBJECTIVES

The key goal is to provide a total return net of fees that exceeds its benchmark over the medium to longer term with a bias toward a tax effective income stream.

ASSET ALLOCATION RANGES

90%–99% Australian equities.1%–10% Cash.

NUMBER OF SECURITIES

18–26 drawn predominantly from the ASX200

INVESTMENT TIMEFRAME

3–5 years

INVESTMENT FEE % P.A. INCL GST

0.33%

PERFORMANCE FEE % P.A.

Nil

CUSTOMISATION PERMITTED

No

MINIMUM INVESTMENT AMOUNT

$50,000



EVANS AND PARTNERS AUSTRALIAN EQUITIES GROWTH PORTFOLIO (RETAIL)

Portfolio code: EAPAUEQR



Investments: Australian equities, cash

Benchmark: S&P/ASX 200 Accumulation Index


The portfolio is built around the strategy and research views of the Evans and Partners research team. The portfolio sits between a pure defensive/income mandate and a pure growth mandate with a medium term focus, and constructed and managed to provide a large-cap focused portfolio drawn predominantly from the ASX200 universe with a least 75% within the ASX100. The portfolio will typically have earnings and distribution growth higher than that provided by the overall market. The portfolio is not index aware but does seek to provide investors with a balanced exposure across industries. Annual portfolio turnover is expected to average ~40%.


The key goal is to provide a total return net of fees that exceeds its benchmark over the medium to longer term, with a bias towards capital growth.


90%–99% Australian equities.1%–10% Cash.


18–26 drawn predominantly from the ASX200


3–5 years


0.33%


Nil


No


$50,000



EVANS AND PARTNERS DIVERSIFIED INCOME PORTFOLIO (RETAIL)

Portfolio code: EAPPDFIR


Inception: 7 July 2014Investments: Australian government and corporate interest rate securities.Benchmark: 50% Bloomberg AusBond Bank Bill Index; 50% Bloomberg AusBond

0–3 years Composite Bond Index


A fixed interest portfolio designed to:1. Provide a secure and predictable income stream.2. Complement a balanced asset allocation strategy via the capacity to bias the portfolio heavily in favour of government debt, if the

macro outlook dictates.The portfolio invests in various securities across government bonds, investment grade corporate bonds and rated hybrid securities.


The Portfolio Manager implements and manages the portfolio with the aim to provide income ~2% above cash rates whilst targeting a moderate level of capital appreciation, net of fees, through the typical business cycle.


0–50% Australian government and semi-government bonds (or ETF’s representing).0–30% Non-investment grade corporate senior bonds and hybrids, each either OTC or ASX listed 20–98% Investment grade corporate senior bonds and hybrids each either OTC or ASX listed.2–90% Australian cash and cash enhanced.


15–40


3 years


0.22%


Nil


No


$50,000



EVANS AND PARTNERS GLOBAL EQUITIES – CORE PORTFOLIO (RETAIL)

Portfolio code: EAPGLEQR



Investments:Exchange Traded Funds (ETF’s) and/or selective Managed Funds and/or listed investment trusts (LITs) and/or listed investment companies (LICs).

Benchmark: MSCI All Countries World Accumulation Index (ex Australia) in Australian dollars.


A portfolio comprising ETF’s and/or selected managed funds and/or LIC’s and/or LIT’s that is designed to mirror Evans & Partners strategic global allocation views.


The portfolio aims to outperform the MSCI All Countries World Accumulation Index (ex Australia), net of fees, in Australian dollar terms over the medium term.


90%–98% Exchange Traded Funds (ETF’s) and/or selective managed funds and/or listed investment trusts (LIT’s) and/or listed investment companies (LIC’s). 2%–10% Cash


4–12 Securities


3–5 years


0.11%


Nil


No


$50,000



EVANS AND PARTNERS INTERNATIONAL FOCUS PORTFOLIO (RETAIL)

Portfolio code: EAPINTR



Investments: International equities, cashBenchmark: MSCI All Countries World Accumulation Index (ex Australia) in

Australian dollars


Active management of mid to large cap International Equities following a quality/value approach. The portfolio will aim to satisfy four main criteria; business quality, balance sheet quality, management quality and attractive valuation. Annual Portfolio turnover is expected to be relatively low (~30–40%) and average holding period is expected to be around 4 years.The International Focus Portfolio aims to provide investors with an exposure to international Equity Markets that complements the Australian markets heavy bias towards banking and mining companies. The Portfolio has a medium to long term focus (5–7 years).


The Portfolio’s priority, first and foremost, is to protect capital in real terms and minimise risk of impairment of capital. It aims to generate absolute returns, net of fees, in local currency of 8–12% pa over this investment horizon and to achieve returns that are superior to that of its benchmark (the MSCI AC World Accumulation Index (ex Australia) in Australian dollars) over the same time period.


90%–100% International equitiesMax 10% Cash


10–15


5–7 years


0.825%Note: Transaction costs (excluding taxes) related to this model portfolio are paid by the Investment Manager.


Nil


No


$50,000



EVANS AND PARTNERS DEFENSIVE PLUS PORTFOLIO (RETAIL)

Portfolio code: EAPDEFPR


Inception: 19 October 2015

Investments: Australian government and corporate interest rate securities, cashBenchmark: 50% Bloomberg AusBond Bank Bill Index; 50% Bloomberg AusBond

0–3 years Composite Bond Index


A fixed interest portfolio designed to provide investors with regular income and capital stability from a portfolio of ASX listed Australian Government Bonds and investment grade listed corporate bonds and hybrids.The portfolio will typically invest approximately 50% in Listed Government Bonds providing capital stability and 50% in investment grade corporate bonds to conservatively increase the portfolio’s yield. Non-Government securities must be investment grade rated and are selected after credit risk and security structure reviews. Relative analysis is a key component of the investment process.


To provide investors with regular income and capital stability from a portfolio of ASX listed Australian Government Bonds and investment grade listed corporate bonds and hybrids.


30–70% Listed government bonds30–70% Listed investment grade bonds 1–10% Australian cash1 – 10% Australian cash


10–25


3 years


0.11%


Nil


No


$50,000



EVANS AND PARTNERS CONSERVATIVE PORTFOLIO (RETAIL)

Portfolio code: EAPCPR


Inception: 1 September 2016

Investments: Cash and Australian domiciled registered managed investment schemes

Benchmark: Diversified market benchmark1


A portfolio designed for an investor who is prepared to accept a moderate level of risk of capital loss to achieve returns above the benchmark over the medium term. The portfolio will typically invest 75% of the portfolio in defensive income producing assets and 25% of the portfolio in growth assets to achieve capital appreciation. This portfolio aims to achieve its strategy and asset allocation through a blend of funds.


The objective of this Portfolio is to outperform cash by a minimum of 1.52%, net of fees, with a solid level of income, a moderate level of capital growth and a moderate level of capital volatility (realised annual volatility of less than 6%) over an investment timeframe of 2+ years.


MINIMUM ALLOCATION

MAXIMUM ALLOCATION

Cash 2% 30%

Fixed interest 30% 70%

Australian shares 0% 25%

International shares 0% 25%

NUMBER OF FUNDS

8–12


2 years +


Nil2

Note: The costs that may be charged to your Account include a cost recovery at the time of any applications into or withdrawals from the underlying funds. The maximum cost you could incur is $550 including GST and is divided amongst the number of investors transacting at the time.


No


$100,000

Note:1. DIVERSIFIED MARKET BENCHMARK

Barclays Global Aggregate $A (Hdg) 28.00% Bloomberg AusBond Bank Bill Index 19.00% Bloomberg AusBond Composite Index 28.00% FTSE EPRA/NAREIT Developed (Hdg) $A – (AREIT Index Pre Apr-05) 1.75% HFRX Global Hedge Fund Index $A (Hgd) – (Dow Jones Hedge Fund Index Pre Jan-98) 2.00% MSCI World ex Aust $A 3.00% MSCI World ex Aust $A (Hgd) – (MSCI Wld Daily Index Pre Nov-95) 3.00% S&P/ASX 300 (Accum) 13.50% S&P/ASX 300 AREIT 1.75%

2. Evans and Partners, as the investment manager, does not charge an investment fee for this model, however, please note that there are fees and costs charged by the managers of the underlying Managed Funds which are blended in this Model Portfolio. The effective minimum weighted fees for this model portfolio is therefore estimated to be 0.48%. This amount may be factored into the unit price. Speak to your adviser and review the PDSs for the Managed Funds for further details.



EVANS AND PARTNERS MODERATE PLUS PORTFOLIO (RETAIL)

Portfolio code: EAPMPPR






A portfolio designed for an investor who is prepared to accept a moderate to high level of risk of capital loss to achieve a superior return over the medium to long term. The portfolio will typically invest 45% of the portfolio in defensive income producing assets and 55% of the portfolio in growth assets to achieve capital appreciation. This portfolio aims to achieve its strategy and asset allocation through a blend of funds.


The objective of this Portfolio is to outperform cash by a minimum of 2.23%, net of fees, with a solid level of income, a moderate level of capital growth and a high level of capital volatility (realised annual volatility of less than 8%) over an investment timeframe of 3+ years.


MINIMUM ALLOCATION

MAXIMUM ALLOCATION

Cash 2% 30%




NUMBER OF FUNDS

10–16


3 years +


Nil2



No


$100,000






EVANS AND PARTNERS AGGRESSIVE PLUS PORTFOLIO (RETAIL)

Portfolio code: EAPAPPR






A portfolio is designed for an investor who is prepared to accept a higher level of risk of capital loss to achieve a superior return over the long term and which typically invests 25% of the portfolio in defensive income producing assets and 75% of the portfolio in growth assets to achieve capital appreciation. This portfolio aims to achieve its strategy and asset allocation through a blend of funds.


The objective of this Portfolio is to outperform cash by a minimum of 2.8%, net of fees, with a solid level of income, a moderate level of capital growth and a high level of capital volatility (realised annual volatility of less than 10%) over an investment timeframe of 4+ years.


MINIMUM ALLOCATION

MAXIMUM ALLOCATION

Cash 2% 20%




NUMBER OF FUNDS

12–20


4 years +


Nil2



No


$100,000






EVANS AND PARTNERS GLOBAL HEALTHCARE PORTFOLIO (RETAIL)

Portfolio code: EAPGHPR

Portfolio provider: Evans and Partners Investment Management Pty Limited

Inception: November 2018

Investments: Global equities, cash

Benchmark: MSCI World Health Care Net Total Return Index


The portfolio will target global listed securities with a broad healthcare focus, inclusive of aged care, healthcare supplies and services, healthcare technology, biotech, development, manufacturing and distribution of pharmaceuticals, health insurance, and life sciences. The portfolio will use the Investment Team’s expertise in healthcare investing to identify industry trends and potential beneficiary securities, and then performing a bottom up financial assessment of security valuation.


To provide investors with capital growth and attractive risk-adjusted returns over the medium to long-term through exposure to a portfolio of global listed securities with a broad healthcare focus.


80–100% Global equities 0–20% Cash


15–30 investments


5 years +


0.825%


Nil


No


$50,000



ABOUT SELF-DIRECTED INVESTMENTSBelow is the menu of Self Directed Investments from which you may select. Fees and other costs apply to all Self Directed Investments and you should refer to the PDS of Evans and Partners Retail Managed Accounts for details.There are risks associated with Self Directed Investments and you should consider the risks section of the PDS for Evans and Partners Retail Managed Accounts and your own personal circumstances before you invest.If you are investing in a Managed Fund then you should also consider the risks section of the PDS for that Managed Fund. Your Adviser is able to provide access to the relevant PDS.

MANAGED FUNDS

Currently the following list of Managed Funds is available for investment via the Evans and Partners Retail Managed Accounts. You should ensure that your Adviser has provided you with a copy of the up to date PDS for the Managed Fund before you invest.

FUND DETAILS APIRAberdeen Asian Opportunities Fund EQI0028AUAberdeen Emerging Opportunities Fund ETL0032AUAMP Capital Wholesale Australian Bond Fund AMP0981AUAntipodes Asian Fund IOF0203AUAntipodes Global Fund IOF0045AUAntipodes Global Fund – Long Only WHT0057AUAPN AREIT fund APN0008AUAustralian Unity Wingate Global Equity (Hedged) WFS0547AUBarrow Hanley Global Equity Trust ETL0434AUBennelong Concentrated Australian Equities Fund BFL0002AUBennelong Ex-20 Australian Equities Fund BFL0004AUBentham Global Income (W) Fund CSA0038AUBlackrock Concentrated Industrial Share Fund BLK0012AUBlackRock Fixed Income Global Opportunities Fund BLK0003AUBlackrock Global Multi-Asset Income Fund (Aust) BLK0009AUBlackRock Wholesale International Bond Fund PWA0825AUC WorldWide Global Equities Trust ARO0006AUCapital Group Emerging Markets Total Opportunities Fund (AU) WHT0053AUCapital Group Global Equity Fund Hedged WHT0043AUCapital Group New Perspective Fund CIM0006AUCapital Group New Perspective Fund Hedged CIM0008AUCapital Group World Dividend Growers CIM0002AUCapital International Global Equities Fund WHT0044AUDalton Street Capital Absolute Return Fund ETL0469AUDDH Preferred Income Fund DDH0001AUEley Griffiths Group Emerging Companies fund PIM5346AUEley Griffiths Group Small Companies Fund EGG0001AUEQT SGH ICE (W) Fund ETL0062AUEvans & Partners International Fund ETL0390AUEvans & Partners International Fund – Hedged ETL0391AUEvans & Partners International Fund – Hedged Class B ETL0476AUEvans & Partners International Fund Class B ETL0475AUFidelity Australian Opportunities Fund FID0021AUFiretrail Absolute Return Fund WHT5134AUFiretrail Australian High Conviction Fund WHT3810AUFranklin Australian Absolute Return Bond Fund – W Class FRT0027AUFranklin Global Growth Fund W Class Units FRT0009AUFranklin Templeton Multisector Bond Fund FRT0011AUGrant Samuel Epoch Global Equity Shareholder Yield Hedged GSF0001AUGrant Samuel Epoch Global Equity Shareholder Yield Unhedged Fund GSF0002AU



FUND DETAILS APIRGrant Samuel Tribeca Alpha Plus Fund ETL0069AUGreencape Broadcap Fund HOW0034AUIFP Global Franchise Fund MAQ0404AUIFP Global Franchise Fund (Hedged) MAQ0631AUInvestors Mutual Australian Share Fund IML0002AUInvestors Mutual Equity Income Fund IML0005AUInvestors Mutual Small Caps IML0006AUJanus Henderson Australian fixed Interest Fund IOF0046AUJanus Henderson Tactical Income Fund IOF0145AUL1 Capital Long Short Fund ETL0490AULazard Global Equity Franchise Fund LAZ0025AULazard Select Australian Equity Fund (W Class) LAZ0013AULegg Mason – Legg Mason Brandywine Global Opportunistic Fixed Income Trust (A Class) SSB0014AULegg Mason Martin Currie Equity Income Fund SSB0043AULegg Mason Martin Currie Real Income Fund SSB0026AULegg Mason Western Asset Australian Bond Trust SSB0122AULegg Mason Western Asset Global Bond Fund – A Class SSB8320AULegg Mason Western Asset Macro Opportunities Bond Fund SSB0070AUMacquarie Asia New Stars No.1 Fund MAQ0640AUMacquarie Income Opportunities Fund MAQ0277AUMagellan Global Fund MGE0001AUMagellan Global Fund (Hedged) MGE0007AUMagellan High Conviction Fund MGE0005AUMagellan Infrastructure (Unhedged) MGE0006AUMagellan Infrastructure Fund MGE0002AUMaple-Brown Abbott Global Listed Infrastructure Fund – Hedged MPL0008AUMunro Global Growth Fund – Class B MUA5927AUOC Premium Small Companies Fund OPS0002AUOrbis Global Equity Fund (Australia Registered) – Retail Class ETL0463AUPartners Group Global Value Fund (Monthly) ETL0277AUPartners Group Multi Asset Fund ELT0431AUPayden Global Income Opportunities Fund GSF0008AUPendal MidCap Fund BTA0313AUPengana Capital Ltd – Pengana Emerging Companies Fund PER0270AUPengana Global Small Companies Fund PCL0022AUPengana WHEB Sustainable Impact Fund HHA0007AUPerpetual Wholesale Global Share Fund PER0733AUPerpetual Wholesale SHARE-PLUS Long-Short Fund PER0072AUPIMCO EQT Wholesale Australian Bond ETL0015AUPIMCO Income Fund – Wholesale Class ETL0458AUPIMCO Unconstrained Bond Fund – Wholesale Class ETL0404AUPlatinum Asian Fund PLA0004AUPlatinum European Fund PLA0001AUPlatinum International Brands PLA0100AUPlatinum International Fund PLA0002AUPlatinum Japan Fund PLA0003AU

Schroders Real Return CPI +5% Fund – Wholesale Class SCH0047AUSolaris Australia Equity Long Short Fund WHT3859AUUBS Income Solution Fund UBS0003AUVertium Equity Income Fund OPS4368AU



SEPARATELY MANAGED ACCOUNTS

Currently the following list of separately managed accounts (SMA) is available for investment via the Evans and Partners Retail Managed Accounts. You should ensure that your adviser has provided you with a copy of the up to date PDS for the SMA before you invest.

PORTFOLIO DETAILS STATUSEndeavour High Conviction Portfolio EDVHCE

If you provide online Account Instructions to buy and sell Managed Funds via your Account, then fees and other costs will apply. See the Fees and Other Costs section in the PDS as other fees and costs apply to your Account.

ASX LISTED SECURITIES

You can select from any listed security or exchange traded option that can be transacted on the Australian Securities Exchange (ASX). These include ordinary shares, property trusts and exchanged traded funds.

INTERNATIONAL LISTED SECURITIES

You can choose from a selected list of listed international securities. For details, please contact your adviser.

TERM DEPOSITS

You can select from a selected list of term deposits. This list is available on request from your adviser.

MELBOURNE OFFICE

Mayfair Building, 171 Collins Street Melbourne VIC 3000MAIL PO Box 24394 Melbourne VIC 3001

P +61 3 9631 9888 F +61 3 8610 1608WEB eandp.com.au

SYDNEY OFFICE

Level 5, 5 Martin Place Sydney NSW 2000MAIL GPO Box 105 Sydney NSW 2001

P +61 2 8070 6600 F +61 2 8569 0386EMAIL [email protected]

Investment Menu - Evans and Partners · R ccounts Retai anage ccount | anuary 2019 EVANS & PARTNERS...

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Transcript of Investment Menu - Evans and Partners · R ccounts Retai anage ccount | anuary 2019 EVANS & PARTNERS...