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| January 2008 | |  | Happy New Year and welcome to our first Investor Intelligence for 2008.
The start of a New Year always coincides with a number of New Year's resolutions - eat better, drink less, quit smoking and exercise more are probably the most common resolutions everyone makes but not many keep. One resolution you should keep is to review your investment portfolio and your investment strategy. At 2020 DIRECTINVEST we give you the tools to carry out your own personal investment review.
DIY investors can make use of the range of free tools and resources 2020 DIRECTINVEST provides to help you research investments. (Find a Fund, Fund Profiles, My Portfolio & My Watchlist) This month also sees the introduction of another resource: a new Q&A section where you can write in and have your investment queries answered.
For investors needing some assistance, this month's education feature is a guide for those of you considering financial advice.
| Commencing April 2008, we will be touring around the country with a free investment seminar- titled DIY Investing- Smart Ideas and Strategies. If you want to be advised of the time and date of a seminar near you update your member profile or email us to register for Seminar Alerts. |
| | | |  |  | The economy was in reasonable shape at the end of 2007. The sharemarket ended the year on a weaker note with the S&P/ASX 300 Accumulation index falling 2.6%. As in November, concerns over the ever widening impact of the US sub-prime issue stunted the market.more info
|  | | |  | | Rewards Berry Project 2008
Grow Australia's biggest, juiciest, brightest and most irresistible strawberries. This popular project will close early so don't miss out.
Minimum Investment $6,600
Rebate Offer: 8% upfront commission
Closing Date: 29 February 2008 - expected to close early
more info
|  | | |  | | Getting Financial Advice
Everyone's financial circumstances are different and some people's circumstances require more assistance than others. This month we have 2 education articles: "Getting Advice" by FIDO/ASIC and "Financial Advice" by Zurich to give you the essential facts you need to know when seeking financial advice. For more, visit Investor Education
| | |  | | 2020 DIRECTINVEST ADVICE- Access true professional fee for service advisers
We have always suggested that our customers pay a “ professional hourly dollar based fee” for advice in order to eliminate commission bias and product selling. 2020 DIRECTINVEST Advice has been formed using our collective buying power to give our customers access to a truly professional advice service. If you would like to find out more or get some professional advice please contact us.
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| Fund Name |
S&P Rating |
Advance International Sharemarket Fund
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On Hold
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up
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Merrill Lynch P Inv Combined Property Income Class C
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Not Rated |
Up
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Goldman Sachs JBWere Emerging Leaders Fund
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Down
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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
| | |  | | ~New to Investor Intelligence~
Do you have any investment questions you'd like answered?
At 2020, our motto is to empower you with the tools and information to make and execute investment decisions in the most cost effective manner. This month, we introduce a new resource to help our members. Send us an email if you have any investment questions you would like answered.
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| | Copyright 2007 2020 DIRECTINVEST |
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| Fund Manager Reports |
Fund Manager Reports including Colonial First State Market Watch
more info | | | BlueChip20 | 
Own a $10,000 Blue Chip share portfolio for $5 brokerage!
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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