Investor Series - How Managing the Downside Can Safeguard Your Retirement

Persistent low growth, increased debt and demographic change globally has seen a flow on effect to asset prices with markets more likely to exhibit periods of volatility as it adjusts to these structural and disruptive changes. For investors, particularly those nearing or in retirement, it may be timely to focus on providing some downside risk protection in their portfolios whilst seeking investment growth. The impact of downside risk on investors especially retirees, can be devastating as they may not have the time or ability to recoup potential losses from drops in the market. Extending the life of your retirement nest egg Over the last 50 years, there have been 8 times where the S&P500 fe

Investor Series - Hidden Danger Awaits Retirees!

Getting Insync with the Global Downshift A series of articles highlighting major issues surrounding the next big stage of global development and what it means for investors One of the biggest risks retirees face when investing is in the first five or so years. It’s called Sequencing Risk. This is when you experience relatively poor returns in the early years for a retirement that perhaps has to span 25-30 years. It can ruin a happy secure retirement even if starting with the right amount saved. 2008 was a recent example. For those unlucky enough to have retired near this year, the amount you could then live on had to be cut drastically, or face the likelihood of the money running out and li

Monthly Fund Commentary - Feb 2018

Global Titans Fund Commentary After fifteen months of equity markets grinding steadily higher, volatility returned abruptly at the beginning of February. The selloff was triggered by a pick-up in US wages, which added to existing concerns about rising government bond yields, potential global inflationary pressures and the direction of monetary policy under new Fed leadership. Global equity markets fell sharply but swiftly recovered much of the early losses. The lower Australian dollar offset some of the weakness in the equity markets resulting in the benchmark returns ending only slightly down for the month. The Fund’s unit price increased by 1.19%, after the cost of protection, in February.
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©2018 by Insync Funds Management Pty Ltd.

Disclaimer

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.