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The Australian sharemarket rose for the fourth consecutive month in June. The S&P/ASX 200 Accumulation Index rose 4.0% in June but finished the 2008/09 financial year down 20.1%, the worst performance for the Australian sharemarket since 1981-82.
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The Wilson HTM Priority Growth Fund is an actively managed portfolio of up to 40 quality Australian companies with strong growth prospects. The fund recently ranked as the No. 1 Australian Equity trust based on 3 year returns*.
Key Features:
- Return of 26.6% p.a. since inception in 2005 and 16.2% p.a. over 3 years^
- Highest possible 5 Star rating by independent research house Morningstar*
- Wilson HTM has been guiding investors through all market cycles since 1895.
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Past performance is not a reliable indicator of future performance
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Considering an SMSF?
Managing your own super can offer greater control and stability however as an SMSF Trustee you need to be aware of the super rules and make sure the fund operates within the rules.
If you're considering running an self managed super fund you should consider these educational booklets and information on DIY super funds.
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For a complete list of re-rated funds and to keep up to date with fund ratings from both Standard & Poor's and Morningstar:
Managed Funds more info
Superannuation Funds more info
Pension Funds more info
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Access the combined benefits of direct share ownership and professional investment management with the 2020 DIRECTINVEST BlueChip Series.
Invest as little as $5,000 to construct a unique portfolio of Australian blue chip shares and global ETFs across a range of investment models.
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Colonial First State FirstRate Term Deposits: Choose from 3, 6, 9 or 12 month terms with the certainty of a competitive fixed interest rate. more info
ING Protected Aus50: Provides investors with the benefit of capital protection and rising protection with no restrictions on withdrawals. more info
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