InvestSMART Group Limited · ASX:INV
InvestSMART — InvestSMART Masterclass: Picking the perfect ETF portfolio (June 2024)
23 slides from InvestSMART's conference presentation, Jun 19, 2024
Slide 1: InvestSMART Masterclass: Picking the perfect ETF portfolio
InvestSMART Masterclass Picking the perfect ETF portfolio 19 June 2024
Slide 2: Financial indicators
Financial indicators ANNUAL % CHANGE MAR ‘24 QUARTER
Slide 3: Money hacks
Money hacks HOME LOAN ENERGY INSURANCE DINING Save $420 p/m Up to $200 off Up to $900 off 50% off Cheapest Avg to lowest First table early bird Switching credits Vs avg* /5 stars* deals *Source: CANSTAR
Slide 4: Why use ETFs rather than picking shares
Why use ETFs • Exchange Traded Funds have baskets of shares based on what sort they rather than are, usually > 50 shares picking shares • They provide more diversification than buying a few leading shares yourself? • ETFs can be bought for as little as $50 per unit – to buy the same shares directly
Slide 5: ETFs come in three forms
ETFs come in • Passive (index trackers) – following ASX 200 or S&P500 for example - three forms IOZ or IVV from iShares • Smart beta or factor (use algorithms to choose shares) Vanguard Australian Shares High Yield ETF - VHY • Active (a manager picks shares) – Intelligent Investor Australian Equity
Slide 6: What assets can you invest in?
What assets can • There are over 370 ETFs listed on the ASX you invest in? • There are ETFs over domestic and international shares, local and international fixed interest, commodities, cash, local and global property and infrastructure • ETFs allow you to invest in specific markets – UK, US, China,
Slide 7: Why pick more than one ETF?
Why pick more • This depend on what you are trying to do than one ETF? • If you want to have a “bet” on a market, say India post election, buying IIND (Betashares India Quality ETF) is the easiest way to get exposure • If you wanted to invest for a balanced exposure, buying a portfolio of ETFs cover
Slide 8: How do you pick a portfolio of ETFs
How do you pick • There are lots of “model” portfolios to choose from depending on your a portfolios of investing objective ETFs • Typical basic models cover Conservative, Balanced, Growth and High Growth • Asset based models cover Interest Income (Bonds), International Equities, etc • Target based
Slide 9: How do model portfolios perform?
How do model Below are the performance numbers of the 3 most popular portfolios InvestSMART ETF portfolios: perform? • High Growth • Growth • International
Slide 10: High Growth Model
High Growth Model Performance* to 31 May 2024 (all returns are annualised) Total Return Average of 346 peers funds Excess to Peers 14.0% 13.0% 3yrsp.a. 5 yrsp.a. SIp.a. 7.4% 8.5% 8.2% 5.6% 5.6% 5.8% 1.8% 2.9% 2.4% Note: Since Inception (SI) 27 Oct 2014. All returns are annualised and include reinves
Slide 11: Growth Model
Growth Model Performance* to 31 May 2024 (all returns are annualised) tyr 3 yrs p.a. 5 yrs p.a. SI p.a. Total Return 11.3% 5.3% 6.4% 6.8% Average of 511 peers funds 8.8% 3.7% 41% 4.5% Excess to Peers 2.5% 1.6% 2.3% 2.3% Note: Since Inception (SI) 24 Oct 2014. All returns are annualised and include r
Slide 12: International Model
International Model Performance* to 31 May 2024 (all returns are annualised) Total Return Average of 900 peers funds Excess to Peers 19.8% 16.3% 3yrs p.a. 5yrs p.a. SI p.a. 10.9% 12.7% 11.2% 8.8% 8.5% 8.4% 2.1% 4.2% 2.8% Note: Since Inception (SI) 24 Oct 2014. All returns are annualised and include
Slide 13: What is in our model portfolios?
What is in our Below are the holdings for our High Growth portfolio on 31 model May 2024, based on $10,000 investment: portfolios?
Slide 14: Why use an investment platform to invest?
Why use an investment • You can buy ETFs through any broker – Commsec, Bell Securities, etc platform to • However, tax statements for ETFs can be complicated invest? • Some distributions from ETFs can include returns of capital which affects your cost base • Investment platforms, like InvestSMART, V
Slide 15: Bridging the financial literacy gap
Bridging the financial literacy gap Recent economic pressures have highlighted the critical need for robust financial education. Financial well-being is closely tied to overall health and stress levels. 75% 34% 8% Australians report financial stress, Australians lack basic financial Gender gap in fi
Slide 16: InvestSMART's Investment Bootcamp addresses these issues
InvestSMART's Investment Bootcamp addresses these issues directly, empowering participants with the knowledge to improve their financial futures.
Slide 17: Top money lessons from Bootcamp
Top money lessons from Bootcamp Start Early, Start Small Diversification: The Regular Contributions: Investor’s Safety Net Watering Your Financial Garden
Slide 18: Tools for Smart Investing
Tools for Smart Investing INVESTSMART Govstpinning invert insights Help 2 Exchange Traded Funds (ETFs) Filter & compare ETFs Get the latest Top ‘Top ETFs ETF Insights Our ETFs portfolios Performing ETF Report Find the right ET for your portfolio using the filters below including our quantitative rat
Slide 19: Tools for Smart Investing
Tools for Smart Investing Why are you investing? INVESTSMART
Slide 20: $50 Off Investment Bootcamp
Exclusive Offer for Attendees $50 Off Investment Bootcamp (normally $99, now $49) Code: webinar_50 Valid for two weeks! investsmart.com.au/bootcamp
Slide 21: Q&A
QRA INVESTSMART
Slide 22: What next? Get educated, take action
What next? Get educated Sign up to our free newsletter investsmart.com.au/latest-insights Take action Statement of Advice tool investsmart.com.au/account/statement-of-advice
Slide 23: Thank you
Thank you Today's masterclass has been brought to you by InvestSMART Financial Services Pty Ltd ACN 089 038 531 AFSL 226435 (InvestSMART). The information in this document is general financial information only and is current as at the date of this presentation (19 June 2024). It is provided in summa
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