A new, simple and low-cost way to build the core of a portfolio
Whether you want to build a portfolio from scratch or complement an existing one, iShares Core can help put low cost, quality funds at the heart of your clients’ portfolios.
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While the Magnificent Seven have been a runaway success – they drove almost two-thirds of the S&P 500’s 24% return in 2023 – our view is that the largest seven companies in Australia could anchor our market in the medium term. So, how can investors diversify their portfolios and make better returns without turning to more volatile small caps or offshore markets? The Ex-20 might be the answer.
Hybrid securities can offer investors equity-like returns, yet with a lower level of risk. Here’s a rundown on hybrids and why they are attractive investment options.
Diversified managed funds could make an ideal addition to a managed account, as the broad toolset available to the fund manager enables them to seek outperformance and manage risk, according to Allan Gray.
The number of advisers using managed accounts has exploded in recent years, often at the expense of diversified managed funds. But diversified funds deserve a place in almost any multi-asset portfolio, held either within or alongside a managed account, according to Allan Gray.