Issue:
September 2011
Welcome to the September's edition of 2020's Investor Intelligence newsletter.
The extreme volatility of the world’s share markets continues with fear dominating most investors’ behaviour last month.
In this month's newsletter we include insights from some of history’s greatest investment minds and commentary by Michael Lannon on what type of behaviour is required to be a successful investor in this environment.
| MARKET UPDATE |
Market volatility diverted attention from company earnings
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The S&P/ASX 200 Accumulation Index declined by 1.9% in August, but this outcome masked an extraordinary level of volatility in the domestic share market. The Index traded in a range of nearly 20% during the month, reflecting the fragility of investor confidence in financial markets. The extreme level of market volatility in August diverted attention away from company earnings data, which was released for the period ending 30 June 2011.
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| FEATURED FUND |
Balance between growth and income
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A diversified portfolio of up to 70 quality Australian growth companies driving outperformance. The Wilson HTM Priority Core Fund recently reached its 1 year anniversary, outperforming its benchmark, the All Ordinaries, by 7.2% with a one year return of 9.8%^.
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| MICHAEL'S COMMENTARY |
Fear continues to dominate investor behaviour
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Michael Lannon
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Despite advisers and fund companies doing their best to reassure nervous investors that markets will recover, the media is doing its best to keep people focused on the short term gyrations with daily headlines boldly quantifying the value that has been lost.
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| INVESTOR EDUCATION |
Insights from Some of History's Greatest Investment Minds
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Take a closer look at the timeless principles that have guided the investment decisions of some of history's greatest investors through both good and bad markets. This educational guide includes Warren Buffet, one of the most successful investors in history and Benjamin Graham, recognised as the "Father of Value Investing".
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| Fund Bites |
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Advance |
New Advance Alliance Investment Suite PDS. |
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OnePath |
New SPDS for OnePath Investment Savings Bond. ING Capital Stable Fund option closed to new investors. |
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Perpetual |
New PDS available for WealthFocus Investment Advantage, Super and Pension. Perpetual will accept applications from old PDS until 11 November 2011. |
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| Standard & Poor's re-rated funds |
| BT Partner Australian Shares Growth 1 (Retail) |
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| BlackRock P Inv Australian Share Fund |
Not Rated |
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| Australian Ethical Equities Trust |
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Not Rated |
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RATINGS PROVIDED BY:
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Find out what the star ratings mean
See all recently re-rated Managed Funds
See all recently re-rated Super Funds
See all recently re-rated Pension Funds |
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| SPOTLIGHT ON THE 2020 DIY PORTFOLIO SERVICE |
| FN Arena - Rudi's View |
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Can stock markets crash to much lower levels from here? They sure indeed can, especially if we take guidance from the panic driven events in the first two weeks of August. But one would have to have a very dire view on the world in the years ahead to write off the possibility that troughs will still be followed by rallies, even if today we don't know when, why or how this might occur.
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0.40% off standard variable & fixed rates.
Find out more |
30% off QBE Travel Insurance policy premiums.
Find out more |
Managed funds with 100% entry fee rebate.
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