| Real Value of investing in shares |
This booklet looks at the benefits of sharemarket investing, the types of returns shares have delivered, the most effective ways to invest in shares and how to manage the volatility that comes with owning a piece of a company.
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| The Case for Real Return Investing |
Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events. Find out more.
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| The Case for Responsible Investing |
Strong investor interest is driving growth in responsible investing strategies. The question for advisers and their clients is: When it comes to investing in responsible investment strategies, must financial returns be sacrificed for that ‘feel-good’ factor?
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| The Case for Industrial Shares |
Industrial shares have historically provided higher levels of income, strong appreciation and lower volatility. Find out more.
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| Benefits of alternative investments |
Alternative investments can provide greater diversification and more consistent returns when added to a portfolio of traditional assets.
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Making sense of the Fixed Income landscape
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Fixed income in an investment portfolio can provide liquidity, regular income and diversify away from equity risk. Find out more. |
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Educational Expenses
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Funding Educational expenses using WealthFocus Investment Advantage |
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Managed Funds vs Direct Investments
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Key comparison of Managed Funds and Direct Investments |
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SMSF Borrowing
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Using WealthFocus Investment Advantage in a Superannuation Borrowing |
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The Value of Long Term Investing
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The value of $10,000 invested in different asset classes since 1995 |
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Sharemarkets
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Australian and international sharemarkets - annual movements as at April 2022. |
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