Retirement Products Fund Profiles

Strategy Retirement Fund Allocated Pension
	Principal Contact: Franco Milillo Business Development Executive Telephone: Member Telephone:  Facsimile: 1300 368 458 (03) 8320 1550 (03) 8320 1599 Address: Level 15, 520 Collins Street Melbourne VIC 3000 Website: Email: www.strategyportfolio.com.au contactus@strategyportfolio.com.au
Overview:	Strategy Portfolio Limited has over $1.350 Billion funds under management and provides for superannuation, rollover and allocated pensions through the Strategy Retirement Fund. Investors have access to a wide investment menu via both managed funds, model portfolios and listed securities. Consolidated, comprehensive reporting is provided to the client and adviser to assist in meeting client needs and objectives.
Year of Establishment:	2001
Value of Funds:	$807,216,000
Key Features:	Allocated Pension Term Allocated Pension 140 managed investment options ASX100 listed securities Automatic portfolio rebalancing Minimum initial investment - $25,000 Taxed at the member level
Administrator:	Oasis Fund Management Limited
Auditor:	HLB Mann Judd
Custodian:	HSBC
Asset Consultant:	Russell Investment Group
Insurer:	Tower Life Limited

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