Product Disclosure Statements
The Product Disclosure Statements of some of the funds that may be used by our Investment Committee in our clients' portfolios are provided in PDF format below. Please note that all funds recommended as part of the Dynamic Portfolio Updates are included here.
If you have trouble reading or opening any of these documents, please contact QTCU Financial Planning.
- Aberdeen Balanced Fixed Income Fund
- Advance Alliance Investment
- Advance Global Alpha Fund
- AMP Capital Responsible Investment Leaders International Share Fund
- AMP Capital Sustainable Future Australian Share Fund
- Ausbil Investment Trust - Australian Active Equity Fund
- Aviva Investors High Growth Shares Fund
- Aviva Investors Aust Equities Fund
- AXA Wholesale Australian Property Fund
- AXA Wholesale Global Equity - Value Fund
- Black Rock Scientific International Equity Fund
- BT Wholesale Ethical Share Fund
- Celeste Concentrated Fund
- Goldman Sachs JB Were Global Small Companies Wholesale Fund
- Hunter Hall Global Ethical Trust
- Integrity Australian Share Fund
- Legg Mason Tactical Asset Allocation Trust
- Money Market Investment Account
- Perennial Global Property Trust
- Perpetual's Wholesale Australian Fund
- Perpetual's Wholesale Ethical SRI Fund
- Platinum International Fund
- QTCU Cash Investment Account and Investor Information
- Select Dynamic Allocation Portfolio
- Schroder Hybrid Securities Fund
- The Dexia Sustainable Global Equity Fund
- UBS Cash Fund
- Vanguard Australian Fixed Interest Fund
- Vanguard International Property Securities Index Fund - Hedged
- Vanguard International Shares Index Fund - Hedged
If you do not have Acrobat Reader to view these documents, please download here.
If we haven't answered all your questions on this website, please contact us and we'll send you a complimentary copy of our Lifelong Financial Solutions booklet.
Simply call us on 13 29 30 (option 4) between 8.30am-5.00pm Monday to Friday, pop into one of our branches, or take an easy next step by completing a simple enquiry form...
QTCU Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, 70 - 76 Yarra Street Heidelberg VIC 3084.

