INVESTSMART MASTERCLASS: Picking the perfect ETF portfolio скачать в хорошем качестве

INVESTSMART MASTERCLASS: Picking the perfect ETF portfolio

Welcome to the recorded session of InvestSMART's landmark webinar, celebrating a decade of excellence in Exchange Traded Funds (ETFs) management. This session marks the 10th anniversary of our investment portfolios, with six of our 10 ETF portfolios reaching a decade of remarkable performance. In this webinar, you’ll discover: Strategic Insights: Dive into the evolving economic landscape with industry stalwarts like Paul Clitheroe and Effie Zahos, who discuss the implications of recent economic shifts for investors. Alastair Davidson, Head of Funds Management, shares the actionable strategies that have underpinned our portfolios' success over the past decade and explores how they can be adapted to today's market conditions. Educational Deep-Dive: Tom Wilson provides essential financial literacy insights and introduces cutting-edge tools like the ETF screener and Portfolio Picker, designed to optimise your investment strategies. Interactive Q&A Session: Originally a live interaction, this segment features our experts addressing a wide range of questions from attendees, offering insights and advice. Who will benefit from watching this webinar? Long-term investors looking to understand the pillars of sustained success in ETF investing. New subscribers eager to apply proven strategies to their investment endeavours. Individuals aiming to enhance their approach to investment with seasoned insights. Viewer Takeaways: A thorough understanding of how top-performing ETF portfolios are managed. Insights into tailoring investment strategies to thrive in changing markets. An appreciation of the community and expert knowledge that InvestSMART brings to its members. Watch now to gain a wealth of knowledge on effective ETF investment strategies and celebrate a decade of financial achievements with InvestSMART. Whether you're refining your portfolio or just beginning your investment journey, this webinar is an invaluable resource for all. ------------------------------ IMPORTANT: This information is general financial product advice only and you should consider the relevant Product Disclosure Statement (PDS), Financial Services Guide (FSG), Target Market Determination (TMD) or seek professional advice before making any investment decision. The PDS for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. InvestSMART’s capped management fees (capped at $550 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. Indirect Costs are estimated to be between 0.09% - 0.30% p.a. depending on the portfolio. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. Performance figures are after management and admin fees excl. brokerage and assuming dividends re-invested and no withdrawals. Performance figures for periods greater than one year are annualised and presented as "per annum" values. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. This may not include all funds available for retail investment in Australia. The peer calculation is inclusive of admin and management fees; excludes brokerage and no withdrawals have been made. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. Historical performance is not a reliable indicator of future performance. ^^ The performance figures for the Intelligent Investor Income and Growth Model Portfolios are since inception on 1 August 2001 using theoretical buys and sells without brokerage and management fees until 1 July 2015. After the 1 July 2015 performance figures (after fees and brokerage) were recorded from the Separately Managed Accounts that mirrored these models. After 18 June 2019 performance figures (after fees and brokerage) have been recorded from the Australian Equity Income ETF (ASX: INIF) which mirrors the Income Model and after 5 October 2020 performance figures (after fees and brokerage) have been recorded from the Australian Equity Growth ETF (ASX: IIGF) which mirrors the Growth Model. Past performance may not be a reliable indicator of future performance.