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Wentworth Multi Asset Class Portfolios (MAP)

Quarterly Performance December 2021


 Please find below the December 2021 Quarterly update.

The macroeconomic environment will continue to shape returns. Focusing on the macro is coming into increasing focus, with inflation running at 7.5% in the US and the Federal Reserve about to embark on policy normalisation. 

This is a key period in the economic cycle. And for any investor a key time to consider how your core wealth is positioned. 

Can we help you?

Have a nice weekend. 

Tom Schoenmaker
Portfolio Manager
Find Out More
Click on a Portfolio Below to view more information. 
Thomas Schoenmaker
Head of Wealth Management
Chief Investment Officer
d: +61 2 9119 6036
tom@wentworthsecurities.com

Malcolm Nutt
Managing Director
d: +61 2 9119 6035
mnutt@wentworthsecurities.com

Simon Tritton
Senior Advisor
d: +61 2 8279 6302
simon@wentworthsecurities.com

Mark Rothlin
Senior Advisor
d: +61 2 8014 8412
mrothlin@wentworthsecurities.com

 
Angus Murnaghan
Head of Institutional
d: +61 2 9119 6071
angus@wentworthsecurities.com

Ben Castles
Institutional Sales Trading
d: +61 2 9119 6031
ben@wentworthsecurities.com

Will Lawson
Senior Advisor
d: +61 2 9119 6030
wlawson@wentworthsecurities.com

Catriona Crookes
Executive Assistant
d: + 61 2 9119 6033
catriona@wentworthsecurities.com
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General Advice Warning

The information contained in this document is general information only and does not take into account your individual objectives, financial situation, needs or circumstances. It is your responsibility to determine whether investing in the Service is appropriate for you as well as which Model Portfolio might be right for you, having regard to your own objectives, financial situation, needs and circumstances.

The Administrator (OpenWealth) does not provide financial advice that takes into account your personal circumstances and does not make any recommendation to invest in the Service or any particular Model Portfolio. You can also review the target market determination document available via the online application process to read the Administrator’s opinion as to the type of investor for whom each Model Portfolio might be suitable.

Should you require assistance in determining whether an investment in the Service is right for you, you may wish to seek the services of an appropriately licensed financial adviser.

General Disclaimer

In this document, reference to “Wentworth Securities” “WWSEC”, “Wentworth Invest” “us” and “our” means and includes Wentworth Securities Pty Ltd ("WWS") (ABN: 96 155 409 653), its wholly-owned associated companies and their respective officers, employees and representatives, as the context requires. A reference to this publication includes all attachments.

This document comprises general advice only. In preparing it, Wentworth Securities Pty Limited (Wentworth Securities) did not consider the investment objectives, financial situation or particular needs (‘financial circumstances’) of any particular person. Accordingly, before acting on any advice contained in this document, you should assess whether the advice is appropriate considering your own financial circumstances or contact your adviser. To the extent that this document discusses general market activity, industry or sector trends, or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent, it includes references to specific securities, those references do not constitute a recommendation to buy, sell or hold such security, and the information may not be current. Wentworth Securities and its directors, officers and agents believe that the information contained in this document is correct and that any estimates, opinions, conclusions or recommendations contained in this document are reasonably held or made as at the time of compilation. However, no warranty is made as to the accuracy or reliability of any estimates, opinions, conclusions, recommendations (which may change without notice) or other information contained in this document and, to the maximum extent permitted by law, the Wentworth Securities disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered by any recipient through relying on anything contained in or omitted from this document.

Important Information  

i. As at the 1St October 2021, Wentworth Securities is utilising a new investment platform, OpenInvest Pty Ltd (OpenWealth), and will be replicating 4 of the Model Portfolios managed by Wentworth Securities, namely Wentworth MAP - Conservative, Balanced, Growth and High Growth.

ii. The published returns for Model Portfolios have been calculated linking the past performance of the Wentworth Securities MAP Model Portfolios, offered directly to Wentworth Securities clients, and reported through the ShareSight Pro reporting platform prior to 1st October 2021.

iii. * Past performance is not a reliable indicator of future performance.

iv. The historical data prior to moving to OpenWealth on 1st October 2021 is unaudited and does not deduct the management fee included in OpenWealth Performance.

v. Estimates for yield used in this document are sourced from external sources such as ETF issuers. These are subject to change daily, and subject to change. The actual yield returned may differ from the forecast. Historical yields are used when forecast yields are not available. Running yields are used in place of yield to maturity for some ETFs. Yield does not include the benefit of franking credits.

Footnote + & ++  - Prior to moving to OpenWealth, the model portfolios were rebalanced quarterly (31 Mar, 30 Jun, Sep and 31 Dec) or when changes to the portfolios were made. Historically performance was calculated as Total Shareholder Return, excluding costs, and therefore captures capital growth/loss plus dividends (but excludes the benefit of franking credits). Distributions are assumed to have been reinvested whilst no allowance has been made for tax. The inception date for the model portfolios is 1st August 2012.

Financial License. Wentworth Securities, a registered trading name of Wentworth Securities Pty Ltd (ABN: 96 155 409 653) (Australian Financial Services Licence No: 422477).
Copyright © 2022 Wentworth Securities Pty Limited, All rights reserved.


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