Intrinsic

Why choose to invest with Intrinsic?

Investment product comparison*	Sharebroker	Financial Services Companies	INTRINSIC
Product	Direct Equities	Unit Trusts	MDA Portfolios
INVESTMENT MANAGEMENT
Professional investment managers	x	ü	ü
Professional investment process	x	ü	ü
Professional risk management processes	x	ü	ü
Choice of one or more investment styles	x	Sometimes	ü
Access to many sources of alternative broker research	x	ü	ü
Institutional sized portfolio management expertise	x	ü	ü
Intrinsic investment process	x	x	ü
FOCUS ON CLIENTS
Independent advice	x	Sometimes	ü
Agreed investment program	x	x	ü
Complete review of investment program annually	x	x	ü
You own the investments directly	ü	x	ü
Web based access to your portfolio	Sometimes	x	ü
Rebate of any commission received on your CMT	x	x	ü
Deep tailoring of portfolio according to your requirements	x	x	ü **
Your own Portfolio Manager that you can talk to anytime	x	x	ü
Opportunity to receive additional private portfolio services	x	x	ü
TAX MANAGEMENT
Focus on your after tax returns	x	x	ü
PAYG reporting	Sometimes	Sometimes	ü
Option to aggregate fees against one account	x	x	ü
Portfolio Management to suit your tax circumstances	x	x	ü
Tax planning – CGT, Franking Credits, Div Reinvest Plns	x	x	ü
FOCUS ON THEIR OWN INTERESTS
Paid to sell you another product	ü	ü	x
Provide both investment management & custody to you	ü	ü	x
Incentive to sell you in-house products/new floats	ü	ü	x
Paid for turning your portfolio over	ü	ü	x
No orders from you, no service from them	ü	ü	x
Paid for turning your portfolio over	ü	ü	x
Portfolio management to meet pooled product objectives	ü	ü	x

* This comparison table makes generalized observations of three rival types of investment products. There may be some circumstances where our assessment does not apply. The information contained in this table should not be construed as financial advice. You should seek advice from your professional adviser before making any decision based on this table.

** Not available for foundation investment account.

Note: “Unit Trust” refers to a managed investment scheme whereby your cash is pooled with that of other investors. “Financial services companies” refers to national groups which are or often owned by Banks and Insurance companies. “Sharebroker” refers to advisers employed by participating organisations of the Australian Stock Exchange. “MDA Services” refers to the Intrinsic Private Investment Account and the Intrinsic Private Portfolio Management service.