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Entrust Investment News

Hello Entrust Member,

In this month’s edition we look at the predictions for the year ahead, discuss the impact of planning your finances early and review a positive end to the year in financial markets.

Advisor
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Market Wrap

Australian shares gained 1.8% over December driven by rising commodity and energy prices. International market gains were more moderate as investors took a breath following a strong calendar year. Australian fixed interest yields rose on the improving outlook for the local economy while higher commodity prices pushed the Aussie dollar over 3% higher.


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The year ahead

Last calendar year was characterised by strong investment returns with low volatility. Although momentum remains strong, the expectation of central banks raising interest rates, geopolitical tensions and stretched valuations in some markets is likely to see volatility return in 2018.


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Index / Indicator
AUSTRALIAN EQUITIES 31/12/2016 31/12/2017 Change 1 Month Change 12 Months
ASX200 Accum 54,049.93 60,425.70 1.81% 11.80%
ASX200 Resources Accum 19,609.53 24,696.90 7.18% 25.94%
ASX200 Industrials Accum 111,424.89 121,454.14 0.64% 9.00%
INTERNATIONAL EQUITIES
MSCI World Index 1,751.22 2,103.45 1.26% 20.11%
S&P500 (USA) 2,238.83 2,673.61 0.98% 19.42%
FTSE 100 (UK) 7,142.83 7,687.77 4.93% 7.63%
Nikkei 225 (Japan) 19,114.37 22,764.94 0.18% 19.10%
Shanghai Composite (China) 3,103.64 3,307.1721 -0.30% 6.56%
CURRENCY
A-Dollar / US-Dollar $0.7203 $0.7804 3.15% 8.35%
Trade Weighted Index 63.80 64.90 2.04% 1.72%
FIXED INTEREST
Aust 90 Day Bank Bills 1.82% 1.77% 3 bps -5 bps
Aust 10 Year Govt Bonds 2.76% 2.63% 13 bps -13 bps
US 10 Year Govt Bonds 2.44% 2.41% No Change -3 bps

Great planning is simply about getting started

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A common mistake for financial success is simply a failure to get control of cash flow and start an investment plan early. The sooner you start the greater the benefit thanks to the magic of compounding. The decision of where to invest free cash flow is also critical so to reduce the tax drag and enhance returns. These decisions become increasingly complex for those with a mortgage and higher living costs associated with running a young family.

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This publication has been compiled by Entrust Private Wealth Management ABN 80 100 088 168 AFSL 222152 (Entrust). This publication is current as at time of preparation. Past performance is not a reliable indicator of future performance. Any outlooks in this publication are predictive in character. Whilst every effort has been taken to ensure that the assumptions on which the outlooks given in this publication are based are reasonable, the outlooks may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from our outlooks. Material contained in this publication is an overview or summary only and it should not be considered a comprehensive statement on any matter nor relied upon as such. The information and any advice in this publication do not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. This publication may contain material provided directly by third parties and is given in good faith and has been derived from sources believed to be reliable but has not been independently verified. Entrust is not responsible for such material. To the maximum extent permitted by law: (a) no guarantee, representation or warranty is given that any information or advice in this publication is complete, accurate, up-to-date or fit for any purpose; and (b) neither Entrust, nor any member of the Entrust group of companies or its authorised representatives, is in any way liable to you (including for negligence) in respect of any reliance upon such information or advice. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from your adviser before acting on any information or advice in this publication. Any taxation position described in this publication is general and should only be used as a guide. It does not constitute tax advice and is based on current laws and our interpretation. You should consult a registered tax agent for specific tax advice on your circumstances. More information? For further information on any issue discussed in this publication, or on any financial matter, please contact your financial adviser.
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