InvestmentMarkets Investor Webinar March 2024

The Market Matters Active Income Portfolio combines Australian large cap listed equities with a value focus together with other asx listed income securities, including hybrid securities and other listed income funds. James Gerrish is Market Matters’ Lead Portfolio Manager, guiding members through daily commentary and directing the Market Matters portfolios, he brings with him 20 years of experience.

STATUTORY STATEMENT

Market Matters Invest is promoted by Market Matters ACN 137 462 536, AFSL 488798; and administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. The Product Disclosure Statement (PDS) and Target Market Determination (TMD) for this product(s) are available at https://www.mma.openwealth.net.au/key-documents. Prospective investors should consider the PDS before deciding to acquire the product.

Disclaimer

  • • The presentations made during this seminar are for informational and promotional purposes only.
  • • Any comments made or information provided does not consider the appropriateness for you having regard to your particular objectives, personal/financial situation and needs. Before investing you should consider independent professional financial advice.
  • • No comments made or information provided constitutes advice, an invitation, or an offer to buy any security or other financial product or engage in any investment activity.
  • • All securities and financial products involve risks.
  • • Past performance of any product is not a reliable indication of future performance.
  • • Read carefully the governing documents of a product’s offering such as its PDS or information memorandum.
  • • InvestmentMarkets does not vet, endorse or recommend any product the subject of the presentations and is only facilitating the exposure of the product.
  • • These presentations were made as at 19-21 March, 2024 and therefore relevant facts, the economic environment , governing documentation and the law upon which they were based may change after that date such that the accuracy and reliability of their content may be affected.

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