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While Australian shares have performed quite well historically, they represent less than 2% of the world share market, and are heavily concentrated in resources companies and the ‘Big 4’ banks.
Why does this matter?
With the peak of the mining boom over, a slowing Chinese economy and house prices widely considered as ‘expensive’, placing all your bets on the Australian economy is perhaps unwise…
There are other ways to grow and protect your wealth
Relying only on Australian shares, term deposits and property means that you miss out on the growth of the world’s most innovative companies such as Google and Microsoft.
International shares add an ‘overseas flavour’ to your investment pie, allowing you access to a broader range of industries and reducing reliance on the performance of the Australian economy.
International shares add an ‘overseas flavour’ to your investment pie, allowing you access to a broader range of industries and reducing reliance on the performance of the Australian economy.
Investing overseas is not so foreign
According to the 2015 World Wealth Report, the wealthiest 1% of Australians (such as private banking clients and BRW Rich 200 list entrepreneurs) invested more than 30% of their wealth outside our region. Importantly, these wealthy investors have enjoyed healthy returns in recent years:
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It all sounds good, but how do you access international shares?
It has never been easier and more cost effective to invest in some of the world’s largest and most profitable businesses. It’s as easy as investing via fund managed by our investment professionals – the Ibbotson International Shares Core Fund.
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Disclaimer
Ibbotson Associates Australia Limited (ABN 54 071 808 501, AFS Licence No. 228986) (‘Ibbotson’) is the Responsible Entity and issuer of interests in the Ibbotson Investment Trusts referred to in this report. Ibbotson is a member of the Morningstar group of companies (‘Morningstar’). The information provided is for general use only. In compiling this presentation, Ibbotson has relied on information and data supplied by third parties including information providers (such as Standard and Poor’s, MSCI, Barclays, FTSE). Whilst all reasonable care has been taken to ensure the accuracy of information provided, neither Ibbotson nor its third parties accept responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis or context of the information included. Past performance is not a reliable indicator of future performance. Neither Ibbotson nor Morningstar guarantees the performance of any investment or the return of capital. Ibbotson warns that (a) Ibbotson has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Before making any decision about whether to invest in a financial product, individuals should obtain and consider the disclosure document. For a copy of the relevant disclosure document and application form, go to www.ibbotson.com.au/disclosure.
