Are Australian investors sufficiently diversified?

 
Date: 30 September 2016

 

Did you know that the average SMSF has only 18 holdings and 51% of the fund is invested in banks and resource stocks*?

Statistics like these can only lead to one question: Are Australian investors sufficiently diversified?

On April 21, 2016, Netwealth hosted an educational webinar for investors wanting to learn how to ensure better diversification for their portfolios. The session was presented by Paul O'Connor - Netwealth's Head of Investment Management and Research.

If you missed the session, you can catch up with a recording of the webinar and the presentation slides below.

 

 

1. Webinar recording

 

2. Webinar Slides 

 

*Statistic based from Investment Trends Self-Managed Super Fund Survey



Disclaimer

This information has been prepared and issued by Netwealth Investments Limited (Netwealth), ABN 85 090 569 109, AFSL 23097, ARSN 604 930 252. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances. The relevant disclosure document should be obtained from Netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth product. While all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), no person, including Netwealth, or any other member of the Netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.