Issued by Bacena Capital (Australia) Limited ABN 10 000 000 000, AFSL 000 000 (NAME HERE).
This material provides general advice only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to (NAME HERE) Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Information provided is for illustrative and informational purposes and is subject to change. It has not been approved by any regulator.
This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. (AFSL NAME HERE) is a part of the global Bacena Capital Group which comprises of financial product issuers and investment managers around the world. (AFSL NAME HERE) is the issuer of financial products and acts as an investment manager in Australia.
(AFSL NAME HERE) is the responsible entity and issuer of units in any Australian domiciled managed investment schemes referred to in this material, including the Australian domiciled iShares ETFs. Any potential investor should consider the latest product disclosure statement (PDS) before deciding whether to acquire, or continue to hold, an investment in any Bacena Capital fund. Bacena Capital has also issued a target market determination (TMD) that describes the class of consumers that comprises the target market for each Bacena Capital fund and matters relevant to their distribution and review. The PDS and the TMD can be obtained by contacting the (AFSL NAME HERE) Client Services Centre on 1300 000 009. In some instances the PDS and the TMD are also available on the (AFSP NAME HERE) website at www.bacinacapital.com.au. An iShares ETF is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares ETF seeks to track. No index provider makes any representation regarding the advisability of investing in the iShares ETFs. Further information on the index providers can be found in the (AFSL NAME HERE) website terms and conditions at www.bacena.com
Bacena Capital model portfolios themselves are not funds issued by (AFSL NAME HERE). They are offered through third party platform providers which are not affiliated with (AFSL NAME HERE). These materials must be preceded and accompanied by a product disclosure statement (PDS) issued by the third party platform providers that are responsible entities and product issuers of model portfolios. Bacena Capital model portfolios included in these materials are provided for illustrative and educational purposes only. They do not constitute research, and they are not personal advice from (AFSL NAME HERE) to any client of a registered financial adviser. They are intended for use only by a registered financial adviser with other information as a resource to help build a portfolio or as an input in the development of investment advice for a registered financial adviser’s own clients. Such registered financial advisers are responsible for making their own independent judgment as to how to use Bacena Capital model portfolios included in these materials. (AFSL NAME HERE) is not responsible for determining the appropriateness or suitability of any Bacena Capital model portfolios, or any of the securities included therein, for any client of a registered financial adviser. Bacena Capital model portfolios include investments in units of funds. Investors will indirectly bear fund expenses in respect of portfolio assets allocated to funds. Information concerning Bacena Capital model portfolios – including holdings, performance and other characteristics – may vary materially from any portfolios or accounts derived from Bacena Capital model portfolios included in these materials. There is no guarantee that any investment strategy or model portfolio will be successful or achieve any particular level of results.
(AFSL NAME HERE), its officers, employees and agents believe that the information in this material and the sources on which it is based (which may be sourced from third parties) are correct as at the date of publication. While every care has been taken in the preparation of this material, no warranty of accuracy or reliability is given and no responsibility for the information is accepted by (AFSL NAME HERE), its officers, employees or agents. Except where contrary to law, (AFSL NAME HERE) excludes all liability for this information.
Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by (AFSL NAME HERE) or any entity in the Bacena Capital group of companies.
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