"Someone's sitting in the shade today because someone planted a tree a long time ago." Warren Buffett
Model Portfolio fact sheet and performance figures.
Valor model portfolios are managed on Mason Stevens Managed Discretionary Account (MDA) service.
For more information please refer to the following documents (click on icon):
Valor Portfolio Mandate for direct investment includes details on portfolio management.
Our portfolio sits on the Mason Stevens MDA service. Click here for more details on the service in their Financial Services Guide (FSG).
Superannuation & Pension
We have recently launched model portfolios inside of Mason Stevens Super. For more details, please refer to the documents below.
Valor Managed Portfolio for superannuation investment including details on portfolio management.
Our managed portfolio is in the Mason Stevens Super. Click here for more details.
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