Transcription of Listed model portfolios - Macquarie
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28-Jan-22 CombinedListed model portfoliosMacquarie Wealth Management ResearchMWM Recommended Listed PortfoliosThe MWM Recommended portfolios represent a starting point to form a portfolio with growth or income characteristics. The portfolios are reviewed monthly. Macquarie Securities analysts assist with the construction of the portfolios . The following valuation sheets are updated on aweekly portfolio , page 2 Stocks are generally selected on the basis of solid earnings growth supported by strong returns on equity, attractive sector characteristics or competitive portfolio , page 3 This portfolio is created with a focus on a higher degree of earnings certainty, backed by strong cash-flows and highly tax effective dividend $mFY21 FY22 FY21 FY22 FY21 FY22 WeightsCSLCSLH ealth , , Hardie , LeisureConsumer , Waste , GroupReal , Entertainment GroupConsumer , , GroupReal , , , , EducationConsumer , , , , , CorporationInformation , PaymentsInformation , Star , - not meaningfulFor additional information ask your advisor for (or refer to) the most recent portfolio .
Stocks are generally selected on the basis of solid earnings growth supported by strong returns on equity, attractive sector characteristics or competitive advantages. Income Portfolio, page 3 This portfolio is created with a focus on a higher degree of earnings certainty, backed by strong cash-flows and highly tax effective dividend income.
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