Investment Techniques

International investing

Investing internationally can provide access to industries, companies and bonds not available in Australia.  As Australia represents less than three per cent of the total world share market we can achieve diversification benefits by adding international exposure to a client’s portfolio.

Foreign exchange risk

When investing internationally we carefully consider the foreign exchange (FX) risk to a client’s portfolio.  Foreign exchange risk in international managed funds can either be hedged, unhedged or managed.

Depending on the strength of the Australian dollar relative to the currency exposure of the investment together with the objectives of a client’s portfolio determines how we manage a client’s FX risk.

Direct property

Direct property and shares have many characteristics and ultimately provide different advantages and disadvantages to each investor.  We assess our clients on a case by case basis and endeavour to derive the best mix of direct property and shares to suit them.  

We do not recommend specific properties, however if requested we may recommend a buyer’s agent.