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| April 2008 | |  | Welcome to Investor Intelligence for April 2008
We are just two months away from the end of the financial year so now is the time to consider your financial situation. Is it time to top up your super, pre-pay interest on your margin loan or review agribusiness investments? Don't leave it until the last minute! Contact us to see how 2020 DIRECTINVEST can help you manage your end of year investments in the most cost effective manner.
This month, we're taking it back to basics. We are pleased to launch a new section to our Investor Education - Investment Basics. We hope this area of this area of the website will be useful not only for beginners but also for those with a little more experience to revisit some basic but important concepts.
| | | |  |  |  The Australian sharemarket suffered its fifth consecutive monthly fall during March with the S&P/ASX 300 Accumulation index down a further 3.4%. It is 15 years since the market experienced a similar run of monthly results. more info
| | |  | | HFA Octane Five
The HFA Octane Five Fund is an opportunity to gain leveraged exposure to a diversified portfolio of equity long/short absolute return fund managers. Investors can take advantage of the changing face of global markets with the security of capital protection and the option of 100% lending facility from UBS Australia.
Minimum Investment $5,000
MInimum Loan $50,000
Investment Bonus 3% (100%) contribution fee
more info
Full list of Latest Offers >>
| | |  | |  Back to basics
Simple but clever strategies like time in the market and regular investing can help you grow and manage your wealth. Though we have covered the topics of regular savings plans and dollar cost averaging before, these important concepts are often forgotten when markets are volatile. Most fund managers give investors the option of setting up a regular savings plan for as little as $100 a month; so this month, we're taking you back to basics and we have Perpetual's Guide to regular investing.
| | |  | | Your investment questions answered
This month:
Do you have any investment questions you'd like answered?
At 2020, our aim is to empower you with the tools and information to make and execute investment decisions in the most cost effective manner. Send us an email if you have any investment questions you would like answered.
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For a complete list and to keep up to date with fund ratings from both Standard & Poor's and Morningstar:
Managed Funds more info
Superannuation Funds more info
Allocated Pension Funds more info
| | |  | | Protecting what's important to you.
60% of Australian families with dependents will run out of money within 12 months if the main income earner dies*. One in three Australians could be disabled for more than three months before turning 65#. We all think "it'll never happen to me" but what will happen to your family if you become a statistic?
Life insurance is a technical area, which is why 2020 DIRECTNVEST provides you access to a full comprehensive risk advice service. Our specialist risk advisers will gain an indepth understanding of your specific needs and research the entire Australian market to find you the most appropriate and cost effective risk solution. As an added bonus, 2020 DIRECTINVEST will rebate up to 30%^ of your first year's life insurance premium back to you. Complete our comprehensive risk advice form to find out more.
*TNS Research, "Investigating the Issue of Underinsurance in Australia", August 2005
#Institute of Actuaries of Australia, 2007
^Terms & Conditions apply
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| | | BlueChip20 | | By investing in BlueChip20 you will own shares in top 20 Blue Chip companies such as NAB, Westpac, BHP & Woolworths more info | |
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