The following portfolios include XTBs within their investment strategy.
To find out more about these portfolios click on the model in the table below to access a detailed description of the portfolio and contact details at the respective organisation.
|Model Name||Holdings||Type of Underlyings||Performance Report|
|Ord Minnett Listed Senior Bond Portfolio||16||Senior corporate bonds via XTBs|
|XTB Cash Plus||min. of 3||Senior Floating Rate corporate bonds via XTBs||View Reports|
|XTB High Yield||min. of 8||Senior corporate bonds via XTBs||View Reports|
|XTB Concentrated High Yield||target of 5||Senior corporate bonds via XTBs||View Reports|
|XTB Maturity Ladder||min. of 5||Senior corporate bonds via XTBs||View Reports|
Separately Managed Accounts (SMAs): Managed Portfolios and Model Portfolios
|Model Name||Platform||Investment||Super||Management Fee|
|ACBC Fixed Income No.1 Model Portfolio||Macquarie Wrap||Yes||N/A||0.20% p.a.|
|Praemium SMA||Yes||Yes||0.20% p.a.|
|BondAdviser Income Plus Portfolio||HUB24||Yes||N/A||