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In the Spot Light

InvestSMART Market Leaders

We are pleased to announce the launch our new InvestSMART Market Leaders separately managed accounts (SMA).

After receiving feedback from clients, the new InvestSMART Market Leaders product now has a lower minimum investment amount of $5,000 and there are now FIVE different investment options available.

The InvestSMART Market Leaders offers access to Model Portfolios of Australian shares and units in managed investment schemes. The Model Portfolios are managed according to a range of objectives and strategies.

As an investor in Market Leaders you can select one or more Model Portfolios to suit your investment goals. The following Model Portfolios are available for investment through InvestSMART Market Leaders:

Click here for more information on this exciting new product.

InvestSMART Market Leaders
Minimum Investment:
$5,000
Investment Strategy:
  • Blackrock Index – Top 20
  • Blackrock High Conviction Consolidated Australian Share
  • Blackrock Australian Share
  • Blackrock Property Securities Index
  • Blackrock Resources
  • Disclosure:
    There are no entry fees or trailing commissions on this product.

    Documents & Links:

    - Product Disclosure Statement


    Contact InvestSMART on 1300 880 160 for more information.

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    Current Investment Opportunities Advertisement:
    Offer Closing date
    AMP Capital Sustainable Share Fund Open ended
    BlackRock Australian Share Open ended
    BlackRock High Conviction Consolidated Australian Share Open ended
    BlackRock Index - Top 20 Open ended
    BlackRock Property Securities Index Open ended
    BlackRock Resources Open ended
    Colonial First State Geared Funds Open ended
    Super Alpha Fund 1 Open ended
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    AMP Capital Sustainable Share Fund

    With an increasing global focus on sustainability, AMP Capital believes that companies that are proactive in taking environmental, social and governance factors into account are well positioned for future growth.

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    Super Alpha Fund 1

    A multi-strategy investment that has the potential to generate positive returns in rising and falling markets by accessing Alternative Investment strategies investing in over 100 international markets across a diverse range of sectors.

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    Australian Share Funds
    Fund 3 Year Return Morningstar Rating S&P Rating
    Great Southern Rural Opportunities Fund 9.43% Not Rated
    Wilson HTM Priority Growth Fund 6.21% Not Rated
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    International Share Funds
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    100% Entry Fee Rebate

    On Managed Fund Entry Fees

    InvestSMART rebates 100% of entry fees and contribution fees on over 4,000 managed funds, saving you up to 6% of your investment and giving you the benefit of every cent you invest.

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    News

    ASIC decides at last minute to extend financials short-selling ban

    The Age 22/01/2009 | VOLATILITY in overseas sharemarkets has convinced Australia's market regulators to extend a ban on short-selling of financial stocks for another six weeks.

    Ask Noel

    Sydney Morning Herald 21/01/2009 | My wife and I, both 45, earn $120,000. We own our own home valued at $850,000. Would it be better to invest in a share portfolio while the market is down using the equity in our home or salary sacrifice or do both?

    Transparent and efficient

    Sydney Morning Herald 21/01/2009 | Listed investment companies are a cheap way of buying diversification into Australian shares.

    Track your super

    Sydney Morning Herald 21/01/2009 | The sustained downturn in investment markets shows few signs of letting up. More than ever investors want to know who has been dropping the ball on their superannuation returns.

    Struggle to reach the risk-free zone

    Sydney Morning Herald 21/01/2009 | Deposit rates are almost half of what they were a year ago, forcing consumers to look harder for the best rates.

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    Free Guides

    The FREE Essential Guide to Safe & Active Investing

    An educational booklet which explains how you can not just survive, but also thrive in volatile markets.

    More details...

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    IMPORTANT : InvestSMART Financial Services Pty Ltd makes no recommendations as to the merits of any investment opportunity referred to in this email or its related websites. Before making any investment decision on the basis of any reports or information provided you must read the disclosure document and make your own investigations regarding the accuracy, reliability and completeness of this information. This information has been prepared for distribution over the internet and without taking into account the investment objectives, financial situation and particular needs of any particular person. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.

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