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.  

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 QT Financial Planning.

• Aberdeen Balanced Fixed Income Fund
• Aberdeen Australian Fixed Income Fund
• Aberdeen Inflation Linked Bond Fund
• Advance Balanced Multi Blend Fund Wholesale Investment
• Advance Moderate Multi Blend Fund Wholesale Investment
• Advance Defensive Multi Blend Fund Wholesale Investment
• Advance Growth Multi Blend Fund Wholesale Investment
• Advance High Growth Multi Blend Fund Wholesale Investment
• Advance International Shares Multi Blend Fund Wholesale Investment
• Advance Global Alpha Fund
• AMP Capital Responsible Investment Leaders International Share Fund
• AMP Capital Sustainable Future Australian Share Fund
• Antares Australian Equities
• Antares High Growth Share
• 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
• Colonial First State Global Listed Infrastructure Securities 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
• Magellan Global Fund
• Money Market Investment Account
• Mosaic Strategic Trusts
• Perennial Global Property Trust
• Perpetual's Wholesale Australian Fund
• Perpetual's Wholesale Ethical SRI Fund
• Platinum International Fund
• QTMB Cash Investment Account and Investor Information
• QT Cash Investment Account and Investor Information V2
• Schroders Wholesale Series
• Select Dynamic Allocation Portfolio
• 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

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