Looking for tax-effective investment options?

 

We offer access to an extensive range of managed funds which enable you to invest in asset classes such as Australian Shares, International Shares, Local and International Property, Fixed Interest and Cash. With hundreds of investment options available you can tap into global investment markets while reducing your risk through diversification.

 

Diversification
Many stock market investors enjoy some initial success in picking individual stocks. However, as time goes by and the market goes through its cycles, most share investors find out that it is not easy to outperform the market consistently, year after year. Managed funds can assist in reducing the downside risk through diversification.

Australian Shares
The Australian stock market has a strong long-term track record. It can provide exposure to a large number of internationally competitive companies in the resources, financial services, banking, healthcare and property sectors. For an Australian investor there is the added advantage of access to franking credits that further enhance the long term investment returns.

 

International Shares
The Australian stock market makes up only about 2% of the total market capitalization of global stock markets. Investment in international shares enables you to tap into the growth potential of the remaining 98% of global markets. It also enables you to invest in sectors that are under-represented in the Australian stock market such as IT, aerospace, automotive industry and consumer products.

 

Property
Direct property investment is predominantly focused on residential or small commercial properties. Managed funds enable you to invest in commercial property such as high-rise office buildings, major shopping centres and large-scale industrial properties. It also enables you to invest in property outside Australia and further diversify your portfolio.