If you have a self managed super fund then you should consider including our fund in your portfolio. If you already have the usual mix of shares(equities), fixed interest (bonds) and property (including property trusts) in your SMSF then you are exposed to the risk of asset prices falling. Our fund will help your portfolio in several ways:
- We can help you diversify by investing in international markets, agricultural markets, or commodity markets that you will find hard to access as an SMSF investor.
- Our risk management strategies enable you to access these markets (via our fund) with much less volatility than if you invested directly.
- Our access to global markets enables you to access these asset classes with a much lower transaction cost than would be available to you as an individual SMSF.
- We aim to profit from falling markets as well as rising markets. So when the share market or property market falls in value your portfolio losses on your shares, bonds or property can be bolstered by the returns our fund can make on falling markets.
The figure below shows how crowd psychology dictates our investment strategy. You will no doubt understand how this can boost your returns.