InvestSMART Group Limited · ASX:INV
InvestSMART — Corporate Update (December 2018)
25 slides from InvestSMART's corporate update, December 2018
Slide 1: Growth Off – Risk Off: Portfolio Update Q4 2018
GROWTH OFF – RISK OFF Portfolio Update Q4 2018 EVAN LUCAS CHIEF MARKET STRATEGIST
Slide 2: Disclaimer
DISCLAIMER WA R N I N G This publication is general information only, which means it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether a particular recommendation is appropriate for your needs before acting on it, seeking advic
Slide 3: The Drivers
INVESTSMART The Drivers
Slide 4: Growth Question – Is It Getting Big?
GROWTH QUESTION – IS IT GETTING BIG? • Growth off • Above Normal • Start to Finish?
Slide 5: Returning to 'Normal'
RETURNING TO ‘NORMAL’ • Growth off • Above Normal • Start to Finish?
Slide 6: What Does 2019 Look Like?
WHAT DOES 2019 LOOK LIKE? • Growth off • Above Normal • Start to Finish?
Slide 7: What Does 2019 Look Like?
WHAT DOES 2019 LOOK LIKE? • Growth off • Above Normal • Start to Finish?
Slide 8: Growth Off – Risk Off?
GROWTH OFF – RISK OFF? • Growth off • Above Normal • Start to Finish?
Slide 9: Pre-December FOMC
PRE-DECEMBER FOMC • Growth off • Above Normal • Start to Finish?
Slide 10: Post-December FOMC
POST-DECEMBER FOMC • Growth off • Above Normal • Start to Finish?
Slide 11: The Impacts
INVESTSMART The Impacts
Slide 12: Diversified Income – Staring Down Volatility
DIVERSIFIED INCOME – STARING DOWN VOLATILITY • Defense and income • Growth with a Buffer • ’Love’ your International Shares
Slide 13: Diversified Income v Peers Since Inception
10600 10400 11000 10800 11600 11400 10200 12000 11800 10000 11200 1-Dec-14 1-Jan-15 1-Feb-15 1-Mar-15 1-Apr-15 1-May-15 1-Jun-15 1-Jul-15 1-Aug-15 1-Sep-15 1-Oct-15 1-Nov-15 1-Dec-15 1-Jan-16 1-Feb-16 1-Mar-16 1-Apr-16 1-May-16 1-Jun-16 1-Jul-16 1-Aug-16 1-Sep-16 1-Oct-16 1-Nov-16 1-Dec-16 1-Jan-17
Slide 14: Performance vs Peers vs Benchmark
DIVERSIFIED INCOME – STARING DOWN VOLATILITY Performance vs Peers vs Benchmark 5.00% InvestSMART Diversified Income 4.00% Benchmark Peers 3.00% • Defense and income 2.00% • Growth with a Buffer • ’Love’ your International Shares 1.00% 0.00% 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 4 Years SI
Slide 15: Asset Allocation vs Peers
DIVERSIFIED INCOME – STARING DOWN VOLATILITY Asset Allocation vs Peers 35.00% InvestSMART Diversified Income Peers 30.00% 25.00% • Defense and income • Growth with a Buffer 20.00% • ’Love’ your International Shares 15.00% 10.00% 5.00% 0.00% Dom Eq Intl Eq Dom FI Intl FI Cash Property Other
Slide 16: Core Growth – Time Buffer
CORE GROWTH - TIME BUFFER • Defense and income • Growth with a Buffer • ’Love’ your International Shares
Slide 17: Core Growth v Peers Since Inception
11000 12500 14000 13000 10500 12000 11500 10000 13500 1-Oct-14 1-Nov-14 1-Dec-14 1-Jan-15 1-Feb-15 1-Mar-15 1-Apr-15 1-May-15 1-Jun-15 1-Jul-15 1-Aug-15 1-Sep-15 1-Oct-15 1-Nov-15 1-Dec-15 1-Jan-16 1-Feb-16 1-Mar-16 1-Apr-16 1-May-16 1-Jun-16 1-Jul-16 1-Aug-16 1-Sep-16 1-Oct-16 1-Nov-16 1-Dec-16 1-J
Slide 18: Performance vs Peers vs Benchmark
POSITIONING FOR RRT – CORE GROWTH Performance vs Peers vs Benchmark 14.00% InvestSMART Core Growth Benchmark 12.00% Peers 10.00% • Defense and income • Growth with a Buffer 8.00% • ’Love’ your International Shares 6.00% 4.00% 2.00% 0.00% 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years SI (p.a) -2.0
Slide 19: Asset Allocation vs Peers
POSITIONING FOR RRT – CORE GROWTH Asset Allocation vs Peers 35.00% 30.00% 25.00% InvestSMART Core Growth Peers • Defense and income • Growth with a Buffer 20.00% • ’Love’ your International Shares 15.00% 10.00% 5.00% 0.00% Dom Eq Intl Eq Dom FI Intl FI Cas h Property Other
Slide 20: International Equities – Love Your Shares
INTERNATIONAL EQUITITES – LOVE YOUR SHARES • Defense and income • Growth with a Buffer • ’Love’ your International Shares
Slide 21: International Equities v Peers Since Inception
1-O 16000 11000 14000 13000 15000 12000 10000 c 1-N t -1 ov 4 1-D -1 e 4 1-J c-14 an 1-F -15 e 1-M b -1 5 a 1-A r-15 p 1-M r- 1 a 5 1-J y- 15 un 1-J - 15 u 1-A l -1 u 5 1-S g-15 e 1-O p-15 c 1-N t -1 o 5 1-D v -1 e 5 1-J c-15 an 1-F -16 e 1-M b -1 6 a 1-A r-16 p 1-M r- 1 a 6 1-J y- 16 un 1-J - 16 u
Slide 22: Performance vs Peers vs Benchmark
POSITIONING FOR RRT – HIGH GROWTH Performance vs Peers vs Benchmark 15.00% InvestSMART International Equities Benchmark 10.00% Peers • Defense and income • Growth with a Buffer 5.00% • ’Love’ your International Shares 0.00% 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 4 Years SI (p.a) -5.00% -10
Slide 23: Asset Allocation vs Peers
POSITIONING FOR RRT – HIGH GROWTH Asset Allocation vs Peers 100.00% 90.00% 80.00% • Growth with a Buffer 70.00% • Growth with International Flavor 60.00% InvestSMART Intern ational Equities Peers 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% Dom Eq Intl Eq Dom FI Intl FI Cas h Property Other
Slide 24: Positioning for RRT – Flat Fees
POSITIONING FOR RRT – FLAT FEES Invest With Us As part of our mission to keep investments simple and help you grow and protect your wealth, we’re proud to be the first to offer capped fees in Australia. Whatever shape and size your financial goal comes in, we’ve got the solution for you.
Slide 25: InvestSMART
INVESTSMART