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Funds Focus logo Issue 6, March 2010
Investment Newsletter
Sulieman Ravell
Our aim is to provide...
Value, Information & Clarity
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The cream always rises to the top
With 2009 delivering returns beyond many expectations, the question for 2010 is whether the global recovery can continue after the stimulus has dried up. The huge debt issues that we faced 2008 still remain. The debt has simply shifted from the private sector to the public sector as the financial problems have been nationalised. The next stage of the recovery process is how Governments intend to manage their debt levels.

As such this issue's features have focused on equity managers closer to home in a bid to try and avoid any direct fallout of any issues that we may see in overseas markets.

 
Looking for a sure thing
Editorial - The cream always rises to the top
Looking around Australia’s major cities, one would be forgiven for thinking the Financial Crisis was a figment of the imagination. The question is what happens when the stimulus dries up?
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Commission rebate - wine pack offer
Commission Rebates - Free Wine Pack
As simple as our trail rebate program is, we recognise that it still means taking time out of your day to sit down and fill in our trail rebate form. In appreciation of your participation before the end of June, investors switching to Wealth Focus will also benefit from a Penfolds wine pack.
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Choosing a capital protected product
Boutique Funds - Little Gems
With many investors considering re-entering the markets, we consider the benefits of investing through boutique fund managers.
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Wilson HTM Priority Growth Fund
Wilson HTM Priority Growth Fund Review - Leading the Way
The Wilson HTM Priority Growth Fund has been the number 1 Australian Equity Fund (3 year performance) in every month in 2009. We consider the benefits of adding this boutique manager to your portfolio.
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Prime Value Growth Fund
Prime Value Growth Fund Review - Flexibility is everything
Flexibility to allocate significantly to cash can be an advantage when you see the signs that a market is over-heating. We consider the value of this award winning boutique manager relative to the large managers in the market.
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Neville Ward Advice logo
Planner perspective - Hybrid Securities as a source of income
Andrew Reeve-Parker, Director of NW Advice provides a planner perspective into the attraction of Hybrid Securities as a source of income.
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Head in the sand - Cash locked CPPI
Unlocking Capital Protected Products - Good Money After Bad?
Over the last 18 months we have spoken to a large number of clients invested in cash locked capital protected products such as Macquarie Fusion, Reflexion, HFA Octane and Perpetual Protected Investments. As a result, this issue sees us focusing on providing some guidance for investors
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Structured Products
Structured Products - Trends & News
The structured products space has seen a resurgence in recent times. Investors have become more active in managing their money and are looking at alternatives for their portfolios. We look at some of the recent product offerings and features available
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Compare Capital Protected Products
Capital Protected Comparison Tables
We've done the hard yards for you, allowing you to compare the key features of current products in the market
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Volatility Overlay Outperformance
Volatility overlay within structured products
Recent structured products have increasingly used volatility overlays. We explain what this is and how this approach has generally provided investors with a smarter way of investing.
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In this issue
Newsletter Home
Editorial - The Cream Always Rises to the Top
Trail Rebate Service - Wine Offer
Boutique Funds - Little Gems
Planner Perspective - Hybrids and The Search for Income
Unlocking Capital Protected Products - Good Money After Bad?
Capital Protected Investment - Cash Lock Solutions
CPPI Redemption Guide
Structured Products Emerging Trends
Volatility Overlay Explained
Capital Protection - Product Comparison Tables
 
Featured Products/Funds
HFA Octane Asia
INstreet Link Series
NAB Re-Strike
Prime Value Growth Fund - Boutique review
Wilson HTM Priority Growth Fund - Boutique review
Trail Commission Rebate Offer
 
Download Applications
INstreet Link Series
Prime Value Growth Fund
Wilson HTM Priority Growth Fund
Trail Commission Rebate Offer
 
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
June 09 - Looking for a sure thing
Feb 09 - Returns in a falling market
Nov 08 - Protection in volatile times
June 08 - Investing in interesting times
Feb 08 - A whole new world
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