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LBW Investment Committee - July 2014 meeting notes


1.      Defensive Assets – Discussion over the characteristics and role of defensive assets in today's portfolios.

 

2.      ASX's mFunds – We had a look at the recently released ASX managed fund platform, "mFund", and discussed its current features, costs and benefits.

 

Click here to see our latest Tactical Asset Allocation.  

LBW Financial Services Pty Limited is a Corporate Authorised Representative of Wealthsure Pty Limited (AFSL Lic. No. 238030)

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