Portfolio Look-Through

Portfolio look-through.

A model portfolio's underlying fund holdings, asset-class exposure and expected income, down to the individual securities and the income they generate — the detail an adviser needs to assess suitability.

Illustrative demo · sample portfolio, not connected to live data
MODEL
Balanced 70/30
HOLDINGS
13 funds
EXPECTED INCOME P.A.
2.9%
LOOK-THROUGH SECURITIES
640+
01

Model portfolio

Balanced 70/30 · Retail
Asset allocation
Blended SAA
70/30
Australian equities24.5%
Global equities28.0%
Growth alternatives10.5%
Property & infrastructure7.0%
Australian fixed income13.5%
Global fixed income10.5%
Cash6.0%
Key statistics
Expected return p.a.
+6.0%
Expected volatility p.a.
7.8%
Income p.a.
2.9%
Income incl. franking
3.4%
CPI+ objective
+3.5%
Prob. negative (1y)
18.5%
Max drawdown 20y
−24.6%
Worst calendar year
−12.1%
02

Look-through to underlying holdings

fund holdings → securities
Fund holdings
HoldingSleeveWeightYieldIncome contribution
WCM Quality Global GrowthGlobal equities15.0%1.4%0.21%
Greencape BroadcapAustralian equities14.5%3.6%0.52%
Macquarie True Index Australian EquitiesAustralian equities10.0%4.0%0.40%
Capital Group Global Corporate BondGlobal fixed income10.5%4.6%0.48%
Coolabah Active Composite BondAustralian fixed income13.5%4.4%0.59%
Vanguard Global Aggregate BondGlobal fixed income8.0%3.8%0.30%
Resolution Capital Global PropertyProperty & infrastructure7.0%3.4%0.24%
Metrics Direct IncomeGrowth alternatives10.5%1.4%0.15%
Pendal Stable Cash PlusCash11.0%0.9%0.10%
Total100.0%2.9%2.9%
Top 10 underlying securities (look-through)
SecurityExposureLook-through weight
Commonwealth Bank of AustraliaAustralian equities3.6%
BHP GroupAustralian equities3.1%
CSL LimitedAustralian equities2.4%
National Australia BankAustralian equities2.1%
Microsoft CorporationGlobal equities2.0%
Apple Inc.Global equities1.8%
NVIDIA CorporationGlobal equities1.6%
Wesfarmers LimitedAustralian equities1.5%
Goodman GroupProperty & infrastructure1.3%
Australian Commonwealth Govt Bond 2033Australian fixed income1.1%

Look-through holdings are aggregated from the latest available underlying fund holdings and netted across sleeves. Holdings data is reported with a lag, so weights are indicative; figures shown are illustrative sample data only.

03

Expected income

next 12 months · illustrative
Income profile
0.6% 0.8% 1.0% 0.7% Q1 Q2 Q3 Q4
Income summary
Gross income yield
2.9%
Franking credits
0.5%
Grossed-up yield
3.4%
Largest distribution month
September
Distribution frequency
Quarterly
Est. annual income (on $1,000,000)
$29,000
Brad Matthews Investment Strategies (BMIS) provides general financial product advice and research to financial advisers and their licensees. BMIS does not provide personal advice to retail clients and does not arrange or execute transactions; the adviser remains responsible for the suitability of any advice given to their clients. This portal is for the use of financial advisers only and is not for distribution to retail investors. Screens marked "Demo" are illustrative demonstrations using sample data and are not connected to live systems. Past performance is not a reliable indicator of future performance. © 2026 Brad Matthews Investment Strategies.
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