MY FUTURE FIRST
The My Future First Portfolios are a range of Managed Accounts that are invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash.
The My Future First Portfolios use a dynamic asset allocation process. This means the mix of asset classes will change over time as markets conditions change. This process aims to improve expected returns while reducing the risk of losses.
The investment manager, InvestSense, aims to limit the frequency of changes in order to minimise transaction costs. There is a My Future First Portfolio to suit your risk profile including 30%, 50%, 60%, 70%, 85% and 100% growth portfolios. Ask your Coastline Advice Adviser for more information.
Call 5264 7700 to speak to one of our advisers about My Future First.
Click here to see the Coastline Advice Managed Portfolios product disclosure statement.