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How do Model Portfolios work?
Each of the Model Portfolios are managed in accordance with the investment Mandate for the relevant Model Portfolio. The Mandate specifies how the Model Portfolio is to be managed, the read more >
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What are the benefits?
There are many benefits associated with an investment in one or more Model Portfolios through the Linear Managed Accounts. These benefits are covered in detail on pages four and five read more >
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How do I switch between Model Portfolios?
To switch between one or more Model Portfolios an Investor needs to complete a change of investment instruction form. This form is available from the Linear Managed Account login. There read more >
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Can I alter the Model Portfolio?
Some Model Portfolios can be customised to suit a particular Investor’s circumstances. These customisations include the ability to lock the Model Portfolio so that it cannot be changed or to read more >
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Can I see the underlying securities?
Yes, each Model Portfolio invests in a range of securities which could include ASX listed securities, Managed Funds and Fixed Interest Securities. Through the Linear Managed Account login, each Investor read more >
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How do I view my Account?
Each Investor can view their account through the Linear Managed Account login. Each Investor is provided with a login to their Account which allows them to view information on their read more >
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What are the costs?
Each Model Portfolio has an investment management fee that is charged based on a percentage of the amount invested. The investment management fee is different for each Model Portfolio and read more >
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What are the risks?
Before you make any investment you should identify exactly what you want your investment to achieve and what level of risk you are willing to take on the investment failing read more >
