Tailored Portfolio Pathway Series Managed Portfolios
The Tailored Portfolio Pathway series are Managed Portfolios (also known as Separately Managed Accounts) which combine the benefits of a range of specialist fund managers, the expertise of professional asset consultants, and the convenience of ongoing, automatic updating of your portfolio without the administrative hassles.
The Tailored Portfolio Pathway series includes 5 separate Risk Profile based managed portfolios, along with 2 unique portfolios designed to be blended in varying percentages for retirees:
| Product Name | Risk Profile |
| Tailored Portfolio – Conservative Pathway | 30% Growth |
| Tailored Portfolio – Cautious Pathway | 50% Growth |
| Tailored Portfolio – Balanced Pathway | 70% Growth |
| Tailored Portfolio – Growth Pathway | 85% Growth |
| Tailored Portfolio – High Growth Pathway | 100% Growth |
| Tailored Portfolio – Defensive Retirement Pathway | 100% Defensive |
| Tailored Portfolio – Growth Retirement Pathway | 100% Growth |
Please refer below for the Product Disclosure Statement and Target Market Determination documents.
| Document Type | Document Name |
| Product Disclosure Statement | Tailored Portfolio Pathway Series Managed Portfolios |
| Document Type | Document Name |
| Target Market Determination | Tailored Portfolio – Conservative Pathway |
| Target Market Determination | Tailored Portfolio – Cautious Pathway |
| Target Market Determination | Tailored Portfolio – Balanced Pathway |
| Target Market Determination | Tailored Portfolio – Growth Pathway |
| Target Market Determination | Tailored Portfolio – High Growth Pathway |
| Target Market Determination | Tailored Portfolio – Defensive Retirement Pathway |
| Target Market Determination | Tailored Portfolio – Growth Retirement Pathway |
