| The case for global shares |
Are there opportunities you might miss elsewhere?
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| The case for real return investing |
Objective-based or 'real return' investing is a style of investing that may be considered by those seeking to balance strong returns with an element of capital preservation.
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| Ethical SRI Credit Fund factsheet |
A floating rate credit fund that invests in a diverse range of high quality, income generating, ethical and socially responsible assets.
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| The case for responsible investing |
Must financial returns be sacrificed for that 'feel-good' factor?
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| Absolute returns flyer |
Investors are currently faced with challenging environments. Find out the benefits of absolute return long-short equity funds.
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| The value of long-term investing |
Taking a longer-term view to investing means investors are able to more easily ride out any ups and downs in the market and achieve more consistent returns. This new brochure visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.
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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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| The real value of investing in shares |
The key to successful share investment is diversification and taking a long-term view.
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Australian sharemarket chart
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For the year ended December 2017 |
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International sharemarket chart
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For the year ended December 2017 |
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Fixed Income Landscape flyer
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Making sense of the fixed income landscape |
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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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