Disclosure Documents
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.
Please note that the PDS below are provided for reference information of existing clients only. They do not constitute an investment recommendation and you should seek personal advice before making any investment decisions. Some PDS are for legacy purposes and are no longer included in current portfolios. If you have trouble reading or opening any of these documents, please contact RACQ Financial Planning.
Age Care
Alternative Investments
Australian Shares
Cash
Diversified Funds
Fixed Interest
International Shares
Guaranteed Annuity
Investment Bonds
Investment Platforms
Symetry
IOOF eXpand
FinHQ Wrap I
IOOF Essential
IOOF Pursuit
Property
Single Sector Funds
Additional Resources
If you do not have Acrobat Reader to view these documents, please download here