If you have a self-managed super fund (SMSF), you know you’re in charge. Trustees are accountable for developing and implementing the fund’s investment strategy, and making all investment decisions. When preparing and reviewing your investment strategy, in addition to considering the personal circumstances of the fund members, you do need to consider diversification – how will the fund invest in a range of assets and asset classes. Continue…

by Scott Phillips Posted in Investing Education.

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In this week’s video insight Roger Montgomery comments on the EU referendum. How important is it to react to market noise?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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Christopher Hall interview investment professionals about the proposed changes to IPOs. His first interview is with Roger Montgomery. 

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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With Britons about to cast their vote on leaving the European Union, many investors are asking how they should position themselves in the event the ‘yes’ vote gets up.  As fund managers, it’s a question we’ve been forced to address head on. Continue…

by Tim Kelley Posted in Editor's Pick, Financial Services, Global markets.

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In this interview with Ross Greenwood, Roger discuses the investing in high growth companies. 

by Roger Montgomery Posted in Radio.

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The S&P/ASX 100 (XTO) is a stock market index capturing Australia’s top 100 companies by market capitalisation. It accounts for 63 per cent (at April 2016) of the Australian equity market, however it might surprise investors to learn that for 10 years to 8 June 2016, the S&P/ASX 100 has returned just 1.1 per cent per annum. Why has a portfolio of so called “blue chips” delivered investors such poor returns? In this paper we review the ten largest companies listed on the ASX. Continue…

by Roger Montgomery Posted in Whitepapers.

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