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Title - About Ventura Investment Management Limited

THE COMPLEX PROBLEM

Each manager may specialise in a different market, have a different investment style and invest in different asset classes (shares, bonds, property etc.) How do you know which mix of managers will best suit your tolerance for risk and help you achieve your investment goals?

THE SMART SOLUTION

The VENTURA INVESTMENT PROGRAM™ has been created for you with the help of one of the world’s leading investment services firms, Frank Russell Company. Five Ventura funds offer you access to twenty-three of the world’s leading investment managers, selected for you by Russell’s investment experts. The funds’ MULTI ASSET MULTI STYLE MULTI MANAGERTM investment approach is designed to meet your investment needs no matter what your time horizon, risk tolerance or personal situation may be. Work with your financial professional to select the Ventura fund, or combination of funds, that’s right for you. VENTURA WILL HELP TAKE THE WORRY OUT OF INVESTING.

MULTI ASSET MULTI STYLE MULTI MANAGER™ | 3 LAYERS OF DIVERSIFICATION

All investments involve some risk. The Ventura Investment Program can form the centre of your long-term financial plan by diversifying your investments across multiple assets, multiple investment styles and multiple investment managers. This risk controlled process can create a stable, more consistent program upon which your total financial plan can be built.

The Ventura Investment Program is designed to provide investors with simple access to a highly diversified investment program, bringing peace of mind to investors who know their investments are not all in one basket.

Here’s the science behind Ventura’s diversification:

MULTI ASSET

Different asset classes rise and fall independently of each other. Shares may offer higher returns but also a higher level of risk. Bonds are less volatile but generally provide lower returns. Three of the Ventura Funds include a mix of several asset classes, such as Australian and international shares, property and bonds, to lower your investment portfolio’s overall risk.

MULTI STYLE

Different investment managers use different investment styles, for example growth, value or marketoriented. Style returns vary from year to year and it’s difficult to predict which style will generate the best returns. The Ventura Funds incorporate multiple investment styles within each asset class. Combining complementary styles works to soften the impact when one style goes out of favour with the market.

MULTI MANAGER

Most funds include managers from just one investment firm. The Ventura Investment Program is different. It has combined some of the best investment managers from around the world to work in your portfolio. In a world where no single investment manager is always right, doesn’t it make sense to have multiple managers on your team? Think of Ventura as an investment coach bringing together teams of managers to fulfil specialist roles which when combined together, give you the best chance of success.

TAKE THE HARD WORK OUT OF CHOOSING INVESTMENT MANAGERS

Russell’s manager research experts investigate more than 4,600 specialist managers and more than 8,000 investment products worldwide. Then Russell selects the ones in whom they have the most confidence and combines them in the Ventura Funds.

But the story doesn’t end there. Russell constantly monitors the managers in your portfolio to make sure they are performing as expected, to keep your Ventura investment steering towards success.

Some investments in the Ventura Funds will grow faster than others. To compensate for this, the Funds are automatically re-weighted so you don’t have to worry about your portfolio getting out of balance.

Staying on track to a secure financial future doesn’t have to be complicated. Ventura and your financial professional provide you with the right tools, expertise and help.

ACHIEVING FINANCIAL GOALS REQUIRES A PLAN

Aiming for financial security requires a well thought out plan of action. With Ventura at the centre of your portfolio, developing a strategy is easy.

Here are the four simple steps:

The Ventura Investment Program is only available through qualified financial professionals who can work one-on-one with you to understand your personal needs.

First, they will LISTEN to you and together you will define your investment goals and objectives.

Then they will PLAN an asset allocation strategy that fits your situation including your tolerance for risk.

Next, they will IMPLEMENT your unique investment strategy using a mix of Ventura Funds as your core investment.

Finally, they will REVIEW your investment objectives and make changes to your asset allocation on an ongoing basis, to keep your portfolio in line with your needs.