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*Upper Quartile allows you to make quicker, more informed decisions about the ongoing performance values of managed funds. Upper Quartile has published research proving that choosing upper quartile funds and applying an active investment strategy provides superior portfolio performance.
- Get the April 2006 Upper Quartile report FREE – complete the REQUEST to EMAIL the FREE REPORT on this page.
- Get SPONSORED by your favourite BDM (fund manager or platform) and enjoy your subscription at the heavily discounted Corporate Rate of $99.00 per month (including GST) for the next twelve months. BDM's - Nominate your favourite Financial Planner here: Nominate_Your_Favourite_Adviser
- Subscribe now, for 12 months at the guaranteed discount rate of $132.00 per month (including GST) for individual subscriptions (Visit our Pricing Policy page for Corporate Subscription rates and view the subscription and delivery flow chart)
- Read about the FREE LISTINGS for Fund Managers, Master Trusts, Accountants and others on the new "Who Uses It?" page.
- Visit the new Frequently Asked Questions page, to answer all your questions about Upper Quartile. Send us your feedback!
- Visit our new LINKS page - for quick and easy access to useful online resources, including Morningstar, Shares and Mortgage information, Master Trusts and lots more!
- Visit our new ADVISERS page - for quick and easy access to an Adviser or Accountant using Upper Quartile research!
You are also welcome to
- have free and unlimited access to our unique graphing tool of "Upper Quartile Factors", to compare performance in asset classes, since December 1999 by completing the report form, in the box on the right hand side of this page - download the free report, from this page to get your exclusive access link.
- download a copy of our User Guide (designed particularly for Financial Planners)
- use our LINKS page to get direct and quick access to a wide range of useful websites, including Morningstar, Money Management, stockbrokers, the Financial Planning Association and all the master trusts included in the Upper Quartile reports.
- read, download and save lots of public information.
Upper Quartile Time Saving Funds Analysis is specifically designed to be a very 'user friendly' and an
efficient tool for Financial Planners and trustees of Self-Managed Superannuation Funds to use in the
day-to-day running of their business. It saves time, money and especially allows Financial Planners
to provide a better service for their clients.
Subscribe now and get immediate access to our full range of services:
- historical data of upper quartile factors since December 1999, which you can graph on screen in any combination you choose.
- Historical reports for Upper Quartile, commencing End of Financial Year June 2002.
- Topical reports from top fund managers to help you maximise the value you bring to your clients' portfolios.
Is your Financial Planner using Upper Quartile?
If your financial planners are not already using Upper Quartile Time Saving Funds Analysis, it is most likely that they are unaware of its real financial benefits to you, as an investor. Email your financial planner or a friend, directly from this page, and suggest they get a FREE SAMPLE report. Or you use our link and request us to contact them.
Finding a Financial Planner who subscribes to Upper Quartile
We often receive direct inquiries from investors seeking financial planners in their area who subscribe to Upper Quartile. Fund Managers and Master Trusts also refer financial planners to Upper Quartile, recommending that they become subscribers. Upper Quartile does not endorse any particular financial adviser.
You are free to contact any of the financial planners who are Upper Quartile subscribers, as well as any of the Master Trusts and Fund Managers using this link.
By pressing the "send" button you consent to our disclosing personal information about you, set out on that page, to a financial adviser or financial advisers and their respective Licensee groups, or a fund manager or master trust, for the purpose of enabling a financial adviser to contact you. Upper Quartile does not endorse any particular financial adviser. Use and disclosure of personal information about you will otherwise be subject to the Website Conditions of Use.
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