Balance risk in favour of returns

Capture the upside of the Australian equities market and cushion yourself from the downside.

Key features

$10,000 entry point

A low an entry point for a sophisticated investment.

Access to your funds

Make daily withdrawal requests as necessary.

Payouts every six months

Regular income distributions.

Diversity of approach

We use a multi-manager model for investing.

Targets long-term returns

With reduced risk and smoother returns over time.

Australian shares

Invests in shares of local Australian listed companies.

Turn your cash into Smarter Money

*Important Information

*Read the disclosure documents for your selected product or service, including the Product Disclosure Statement (PDS), before deciding to take action. Unless otherwise specified, the products and services described on this website are available only in Australia from Yellow Brick Road Wealth Management Pty Limited ABN 93 128 650 037, AFSL 323825 and its Authorised Representatives.

NWQ Capital Management Pty Ltd ABN 74 114 108 879, AFSL 318835 is the Portfolio Manager for YBR Protected Equities Fund. Product Disclosure Statement (PDS) dated 24/07/2015. NWQ is appointed by Smarter Money Investments Pty Ltd ABN 64 153 555 867 as the Investment Manager of the fund. You should consider the PDS before deciding whether to invest in this fund.

YBR Protected Equities Fund ARSN 606 398 752, Assisted Investor APIR SLT0059AU.