Funds Focus February - Investment Returns in a falling market

Issue 4, February 2009

Our aim is to provide...
Value, Information & Clarity

Investment Returns in a Falling Market
2008 was worst performing calender year over the last century. With falls in nearly all asset classes, investors and managers alike have taken huge hits to their portfolio.

With doomsayers gathering their ranks predicting further falls in shares and property and cash rates being sliced at the slightest government whim, you may feel that there was nowhere to hide in 2008, but you would be wrong.

This issue focuses on two sectors typically considered portfolio diversifiers that have lived up to their mantra and produced returns during a challenging 2008 and we examine how they can benefit investor portfolios in 2009.

Market Update - Returns in a falling market

We consider what has happened in 2008 and the opportunities this has opened for investors.

Future Thinking - Managed Futures

We consider managed futures, one of the few asset classes to have performed in 2008 and the benefits of adding this asset class to your portfolio.

Planner Perspective: 8 Observations from 2008

Andrew Reeve-Parker, Director of NW Advice provides a planner perspective into the lessons to be learned from 2008.

The search for income in a low interest rate environment

The falls in cash rates and government bond yields over the last year is forcing many to look for alternative income streams. We consider income producing alternatives to cash and the opportunity of corporate bonds

Latest Performance Tables

Our fund performance tables highlight the key managed fund and superannuation performance over the last 12 months.

In this issue

	Newsletter Home
	Market Update - Returns in a falling market
	Where to next?
	Future thinking - Managed Futures
	Planner Perspective - 8 observations from 2008
	The search for income in a low interest rate environment
	Fund Performance Tables

Featured Products/Funds

	Managed futures
	Corporate bonds

Download Applications

	Man Investments - AHL Diversified (AUD) Ltd
	Man Investments - OMIP-AHL fund
	Super Alpha Fund 1 - Managed futures
	BlackRock AAA Fund
	Vianova (Australian Unity) Strategic Fixed Interest Trust
	Cromwell Riverpark Trust

Information & Tools

	FundsFocus Home Page
	Managed Funds
	Superannuation
	Margin Lending
	Mortgages
	Insurance
	Share Trading
	Investment Tools

Latest Offers

	Current Investment Offers
	Archived Investment Offers

Previous Newsletters

	Nov 08 - Protection in volatile times
	June 08 - Investing in interesting times
	Feb 08 - A whole new world

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