The Australian population is considered to be (per-capita), more heavily invested in managed funds- than any other nation. Leaving aside (for now), all of the restrictions and complications of managed funds, another major weakness can be found in the fact that the most of these managed funds are limited to investing, exclusively, in the Australian share market.
While most Australian-equity-market investors have been left dissatisfied, with the returns of recent years (especially when considering the performance of foreign markets), many are still unaware of the fact that the average Australian managed fund does little more than match the performance of the Australian market, as a whole (we have statistics showing exactly this). In other words, the statistics would indicate that it’s almost to-be-expected…
In other words, while it may seem easy to simply stick with what’s familiar- it could also be very costly. If for no other reason than considering the all-too-often overlooked opportunity cost.
At the end of the day, it all comes down to achieving the right balance between:
Therefore, there are certain questions that need be asked of oneself:
With a wide range of trading and investment products available to retail traders these days it can be more confusing than ever to decide which are right for you. It is however important to understand that finding the right market, or combination of markets, can very often lead to a far more rewarding experience- both personally and financially.
The simple truth is that, even if we look at the most tumultuous market conditions of the past, there have always been those who have not only survived- but thrived. Unfortunately, yet understandably, far too many simply become either:
However, this simply doesn’t need to be the case…
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Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Other risks are also invloved, some of which are listed at www.iu.com.au/risk, which should be read. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.