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Edition: 222

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Edition 222

  • 13 October 2017

The current investment markets are challenging most Australian investors. The ASX Australian Investor Study 2017 (Deloitte surveyed 4,000 investors) found 75% of share owners hold only Australian shares (outside institutional super). SMSF trustees allocate less than 10% of assets to international equities, yet global share markets are up strongly over 2017 but Australia is flat.

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Meeting investor needs with human capital reporting

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What do investors value in financial advice?

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Australian LICs and ETFs are holding about $65 billion listed on the ASX, and although the unlisted managed fund is significantly larger, listed trusts are gaining market share. Our Education Centre has the latest data.

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