InvestSMART Group Limited · ASX:INV
InvestSMART — Investor Presentation (November 2021)
14 slides from InvestSMART's investor presentation, Nov 18, 2021
Slide 1: Ethical Growth Fund
ETHICAL GROWTH FUND Ethical investing no longer means lower returns EVAN LUCAS TOM WILSON
Slide 2: Disclaimer
DISCLAIMER WARNING 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 advice fro
Slide 3: Defining a 'Growth' Portfolio
InvestSMART’s Ethical Growth Defining a ‘Growth’ Portfolio
Slide 4: Asset Allocation by Class
InvestSMART’s Ethical Growth Asset Allocation by Class
Slide 5: Performance - $10k since inception
InvestSMART’s Ethical Growth Performance Performance - $10k since inception $12,500 $12,000 $11,500 $11,000 $10,500 $10,000 $9,500 Portfolio Peers
Slide 6: Performance – Ethical Growth
InvestSMART’s Ethical Growth Performance Performance – Ethical Growth Performance - Growth
Slide 7: Ethical Growth Holding Selection
InvestSMART’s Ethical Growth Ethical Growth Holding Selection InvestSMART’s ETF selection process: 1. Liquidity – High in FUM and easily exchanged 2. Cost - Management Expenses Ratio (MER) 3. Price – Correct diversification 4. Market replication – Mimics the underlying index
Slide 8: Ethical Growth Holdings
InvestSMART’s Ethical Growth Ethical Growth Holdings VESG - Vanguard Ethically Conscious International Share Index VETH - Vanguard Ethically Conscious Australian Shares Index IAF - iShares Core Composite Bond VEFI - Vanguard Ethically Conscious Global Agg Bond Index (H) AAA - Betashares Australian H
Slide 9: ESG – Environmental, Social, Governance
InvestSMART’s Ethical Growth ESG – Environmental, Social, Governance Refinitiv ESG database methodology
Slide 10: VETH - Vanguard Ethically Conscious Australian Shares Index
InvestSMART’s Ethical Growth VETH - Vanguard Ethically Conscious Australian Shares Index Objective: Seeks to track the return of the FTSE Australia 300 Choice Index before taking into account fees, expenses and tax VETH provides low cost exposure to stocks listed on the ASX excluding companies with
Slide 11: VESG - Vanguard Ethically Conscious International Share Index
InvestSMART’s Ethical Growth VESG - Vanguard Ethically Conscious International Share Index Objective: Seeks to track the return of the FTSE Developed ex Australia Choice Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax. VESG provides expos
Slide 12: Benefits of investing in a Professionally Managed Account (PMA)
InvestSMART’s Ethical Growth Benefits of investing in a Professionally Managed Account (PMA). • Part of the capped fee range • Easy to open an account with $10,000 minimum investment • Easy to add or re-allocate funds for existing PMAs • No locked in periods • Many account types • Customisable
Slide 13: How to buy this investment via Fundlater
InvestSMART’s Ethical Growth How to buy this investment via Fundlater • One of the five portfolios to choose from using Fundlater • Invest $4,000 or more • Add a $6,000 non-recourse loan to top up your portfolio • Your initial investment will be $10,000
Slide 14: Questions?
Questions? Email: invest@investsmart.com.au
InvestSMART Group — Investor Presentation (November 2021) on 6ix