The Weinberg Private Managed Portfolios aim to generate returns consistent with each managed portfolio’s investment objective.
In addition, they aim to provide downside protection when the traditional market (equity and bond) returns are poor.

MyNorth Super and Pension:

• Weinberg Private Portfolios PDS

Netwealth Investments Limited:

• Weinberg Private Managed Account PDS 28 September 2021

The Weinberg Private Group has worked with Zenith Investment Partners to help develop a series of managed portfolios.

1. Weinberg Private High Growth Core Portfolio

2. Weinberg Private Growth Core Portfolio

3. Weinberg Private Balanced Core Portfolio

4. Weinberg Private Moderate Core Portfolio

5. Weinberg Private Conservative Core Portfolio

6. Weinberg Private Retirement Growth Portfolio

7. Weinberg Private Retirement Income Portfolio

Click on the link below to view the changes made to the portfolios:

• WEINBERG MANAGED PORTFOLIOS CHANGE REPORTS