To access the 'No retirement for investments' white paper, please click the download now button above.
Important notice: a previous version of this whitepaper incorrectly stated the ASFA comfortable retirement standards for a couple as $43,787/year and superannuation balance of $545,000. These figures relate to the comfortable retirement standards of a single not a couple. The standards for a couple are $61,786/year and $640,000 in superannuation balance.
Managing a retirement portfolio for income and growth
Retirement portfolios offer a particular challenge in advice, given their more complex needs. They need to generate a stable income, preserve capital and still offer some level of growth to allow investors to manage inflation and longevity risks, along with a reasonable standard of lifestyle.
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Published: 13th August 2019
Product in Focus: ETFS S&P/ASX 300 High Yield Plus ETF
Key Points
August reporting season is in full-swing, presenting investors with both opportunities and risks.
ETFs offer a simple and cost-effective way to diversify away from single name risks.
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Key Takeaways
Recent market volatility has encouraged investors to position portfolios more defensively
ETF Securities has a selection of products more suited to a defensive strategy
ZYUS gives a low volatility approach to the US market
CORE gives exposure to the historically more stable infrastructure sector
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ETFS Trade idea – The Aussie yield ETF that challenges active managers
ETFS S&P/ASX 300 High Yield Plus ETF (ZYAU)
In the wake of S&P Dow Jones Indices recently published
SPIVA® report, this week we have taken a look at how our ETFs
have fared against active managers over time.
This note highlights ZYAU, which has produced strong excess
returns since inception and outperformed many well-known
active managers.
Investors looking for cost-effective excess returns from domestic
equities should consider evaluating ZYAU.
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ETFS S&P/ASX 300 High Yield Plus ETF (ZYAU)
In this week’s ETF Securities trade idea we look at dividend yield strategies and how they can be used in different ways depending on the investor's goals.
Dividend strategies can be implemented in different ways to achieve different goals, which have their own pros and cons.
Beware of dividend traps, chasing yield may lead to poor investment choices.
Capital growth versus income generation – don’t sacrifice one for the other.
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