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Model Income Equity Portfolio

Morningstar's Model Income Equity Portfolio is an actively managed concentrated portfolio consisting of stocks in the S&P/ASX 200 Index. Model holdings primarily consist of companies with greater than average sustainable net yield expectations.


Date Title
09 Jun 2017 Transaction Alert June 2017
08 Jun 2017 Monthly Performance Update June 2017
11 May 2017 Monthly Performance Update May 2017
20 Apr 2017 Monthly Performance Update April 2017
03 Apr 2017 Transaction Alert April 2017
17 Mar 2017 Transaction Alert March 2017