Portfolio Advantage

Portfolio Advantage and Portfolio Advantage Shares allow you to establish a comprehensive asset allocation strategy by investing in a range of managed funds and listed securities with the help of your adviser.

Portfolio Advantage

Portfolio Advantage allows you to use the specialised knowledge of quality fund managers and diversify your investments across a broad range of sectors - including Australian and international equities, fixed interest, property and cash - or access specialist managed funds within a specific asset class. Portfolio Advantage is suitable for investors seeking to invest at least A$100,000.

While you maintain beneficial ownership of your investments, the administrative burden associated with managing and balancing a diversified portfolio is handled for you.

Portfolio Advantage presents you with an opportunity to benefit from:

• portfolio administration
• access to approximately 70 high-quality, regularly reviewed, wholesale managed funds
• regular, consolidated portfolio reporting
• reinvestment of all distributions, at your request, into a dedicated cash account and, where available, into the relevant fund
• settlement of transactions
• access to financial planning and investment advice.

Portfolio Advantage Shares

Portfolio Advantage Shares is a nominee, custody and broking service that allows you to invest in listed securities and provides:

• full portfolio administration
• access to approximately 150 high-quality, regularly reviewed, listed securities
• regular, consolidated portfolio reporting
• reinvestment of all dividends into your cash account and, where available, participation in dividend reinvestment plans
• settlement of transactions
• access to financial planning and investment advice.

Important updated information

• Portfolio Advantage Product Disclosure Statement
• Portfolio Advantage Shares Brochure (PDF)
• Portfolio Advantage and Portfolio Advantage Shares Application Form (PDF)
• Portfolio Advantage Financial Report (PDF)
• Multi-Strategy Fund

More information

• Portfolio Advantage Investment Directory
• Quick Reference Guide

If you would like to discuss your requirements in confidence, please contact the Investor Services team:

Phone 1300 366 790
Email jbwereinvestorservices@jbwere.com

Important notices and disclosures

PORTFOLIO ADVANTAGE: Portfolio Advantage is an Investor Directed Portfolio-like Service provided through a registered managed investment scheme. Interests in Portfolio Advantage are offered via a product disclosure statement ("PDS"), available by visiting our website www.jbwere.com/portfolioadvantage or contacting the JBWere Investor Services Team on 1300 366 790. You should obtain and consider a copy of the PDS before deciding whether to invest through or continue to use this service. Goldman Sachs & Partners Australia Managed Funds Limited (Goldman Sachs) is the responsible entity of, and issuer of interests in, Portfolio Advantage. The PDS is prepared by Goldman Sachs and distributed by JBWere Pty Ltd.   Goldman Sachs will receive a portfolio service (administration) fee as set out in the PDS. Goldman Sachs will pay JBWere up to 0.66% per annum. Additional Adviser Service Fees may be payable for advisory services as set out in the product disclosure statement. Trailing commissions may also be paid to your adviser in respect of any Goldman Sachs cash account provided through the service as set out in the PDS.

PORTFOLIO ADVANTAGE SHARES: Portfolio Advantage Shares is a nominee and custody service offered by Goldman Sachs & Partners Australia Capital Markets Limited and broking service offered by Goldman Sachs & Partners Australia Pty Ltd. Goldman Sachs & Partners Australia Pty Ltd will receive the Portfolio Advantage Shares service fee set out in the product brochure of which up to 0.66% p.a. may be paid to your JBWere adviser as commission. Adviser Services Fees may also be paid to your adviser. Other commissions may be payable to your adviser for optional advisory services as set out in the product brochure. Trailing commissions may also be paid to your adviser in respect of any Goldman Sachs cash account provided through the service as set out in the relevant offer document.