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2/20

Feature

Back to basics
Focus On - Life Insurance

Turn to p.5

The world is changing – Has your portfolio changed too?
A whole new world

This month’s issue examines the opportunities that exist as a result of the “new economy”, where they are and how you can minimise some of the resulting volatility.

 

Challenger China Share Fund

 

The Asian growth story and China’s emergence into the outside world remains as compelling as ever. Could now be an opportune time to invest?

p12

 

Merrill Lynch International Gold Fund

 

Gold can be considered an effective diversifier. Gold often performs well when financial markets perform poorly as investment managers look around for ‘insurance’ against financial instability and poor equity performance.

p14

 

Macquarie - Globalis BRIC Fund

 

Emerging markets continue to be the fastest growing economies. We examine Macquarie’s joint venture into the BRIC economies and how you can take part in the fastest growing economies in the world.

p16

Launch offer – Free Portfolio Healthcheck

 

Probably the worst thing you can do is sit on an portfolio full of proverbial “dogs” in the hope that they’ll somehow get their act together and produce you the great returns overnight. We’re giving investors the opportunity to get a free report across all their managed fund investments.

p19

 
Portfolio Healthcheck
   

cont... from page 1.

This process is enriching the population of these emerging markets and creating new investment opportunities for the developed world. This is evidenced in the impact on secondary markets such as what we’ve recently seen in the resurgence of commodities following China’s economic awakening.

 

The question remains as to whether China can continue its run or whether its too heavily reliant on a slowing US economy.

 

One thing’s for sure, with the increase in globalisation and industrialisation of the emerging

 
Investment Notes
Funds Focus is issued under general advice only and is not personal advice. The price and value of investments and their income fluctuates: you may get back less than the amount you invested. Past performance should not be seen as an indication of future performance. Exchange rate fluctuations may have an adverse effect on the value of non-Australian funds and shares. Tax benefits and the value of these to you can change at any time and are based on the rate of tax you pay and our current understanding. The savings referred are correct as of 29/01/08.
 
 
markets, for better or for worse, investing in equities is going to be volatile.
 
Regardless of the economic climate there are always opportunities
 
With the recent turmoil and the marked increase in volatility in the markets, many investors have found themselves questioning whether they can get any returns in 2008. I would argue that regardless of the economic climate there are always investment opportunities, you just need to tailor your portfolio and investment strategy towards the opportunities that exist. Take the recent increase in iron ore prices, whilst this is bad news for newly industrialising countries, hungry for iron ore to build their infrastructure, it‘s also good for those rich in iron ore reserves, producing and selling it at a higher price.
 
One of the worst things the DIY investor can do is do nothing in the hope that outdated investment strategies are going to produce the best returns over the coming year. Taking advantage of cycles in market sentiment and using quality managers is always going to give you the best opportunity to get great investment returns.
FUNDS FOCUS Investment newsletter: Issue 1, January 2008

2/20

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This month’s issue examines the opportunities that exist as a result of the “new economy”, where they are and how you can minimise some of the resulting volatility.

 

Challenger China Share Fund

The Asian growth story and China’s emergence into the outside world remains as compelling as ever. Could now be an opportune time to invest?

p12

 

Merrill Lynch International Gold Fund

Gold can be considered an effective diversifier. Gold often performs well when financial markets perform poorly as investment managers look around for 'insurance' against financial instability and poor equity performance.

p14

 

Macquarie - Globalis BRIC Fund

Emerging markets continue to be the fastest growing economies. We examine Macquarie's joint venture into the BRIC economies and how you can take part in the fastest growing economies in the world.

p16

 

Launch offer - Free Portfolio Healthcheck

Probably the worst thing you can do is sit on an portfolio full of proverbial "dogs" in the hope that they'll somehow get their act together and produce you the great returns overnight. We're giving investors the opportunity to get a free report across all their managed fund investments.

p19

 
Portfolio Healthcheck
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