Fixed Interest Portfolio Tool
Our Fixed Interest Model Portfolio tool is designed to assist your adviser in building you a new fixed interest portfolio, or to help illustrate your existing portfolio more clearly.
In the portfolio tool, you will find the returns of your holdings, along with the sector exposure, capital position and fixed/floating interest rate exposure.
Morgans has been an active participant in recent issues in the ASX listed fixed interest market. We have a dedicated fixed interest team which provides comprehensive research on all ASX listed securities, in addition to wholesale investment opportunities and cash deposit solutions for our clients. Some of the recent issues are noted below:
If you have any questions about the Fixed Interest Model Portfolio tool, please contact your Morgans adviser, call 1800 777 946 or find your nearest office here.