|
|
|
|
Hello Entrust Member,
In this edition we look at what drove Markets up around the world in February,
consider how investment performance can end up on the ‘endangered’ list and look at changes to After Tax Super Contributions from July 1st.
Advisor
|
|
|
|
|
|
|
|
Survival of the Fittest
We explore how Darwin’s theory of evolution can be applied to investors and Portfolio Managers alike;
those that fail to evolve and adapt their investment processes can end up on the endangered list.
|
|
|
|
|
|
|
|
|
Superannuation Seminar,
Wednesday 5 April 2017
We will be hosting a Superannuation Seminar on the 5th April covering the upcoming changes and key actions to take in more detail. The seminar will start at 5.15pm for a 5.30pm start and run for 1 hour. To register your interest please call reception on 08 9476 3900 or contact me to discuss.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Index / Indicator |
|
AUSTRALIAN EQUITIES |
28/02/2017 |
Change 1 Month |
Change 12 Months |
|
|
ASX200 Accum |
54,830.25 |
2.25% |
22.13% |
|
|
ASX200 Resources Accum |
19,927.94 |
-3.36% |
48.64% |
|
|
ASX200 Industrials Accum |
112,998.94 |
3.42% |
18.17% |
|
|
INTERNATIONAL EQUITIES |
|
|
|
|
|
MSCI World Index |
1,838.70 |
2.58% |
18.84% |
|
|
S&P500 (USA) |
2,363.64 |
3.72% |
22.33% |
|
|
FTSE 100 (UK) |
7,263.44 |
2.31% |
19.13% |
|
|
Nikkei 225 (Japan) |
19,118.99 |
0.41% |
19.29% |
|
|
Shanghai Composite (China) |
3,241.73 |
2.61% |
20.60% |
|
|
CURRENCY |
|
|
|
|
|
A-Dollar / US-Dollar |
$0.7657 |
0.91% |
7.24% |
|
|
Trade Weighted Index |
66.80 |
1.83% |
8.79% |
|
|
FIXED INTEREST |
|
|
|
|
|
Aust 90 Day Bank Bills |
1.78% |
1bps |
-50bps |
|
|
Aust 10 Year Govt Bonds |
2.73% |
2bps |
33bps |
|
|
US 10 Year Govt Bonds |
2.42% |
-4bps |
68bps |
|
|
|
|
|
|
Subscribe
Keep up to date by subscribing. Our e-newsletter is sent out regularly and features financial advice from leading professionals.
|
|
|
|
|
|
| | |
|
|
 |
|
ENTRUST PRIVATE WEALTH MANAGEMENT
Level 18 Alluvion 58 Mounts Bay Road
Perth Western Australia 6000
PO Box Z5034 Perth Western Australia 6831
|
|
Telephone (08) 9476 3900
Facsimile (08) 9321 6333
info@entrustpwm.com.au
www.entrustpwm.com.au
|
|
|
| | |
|
|
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.
|
|
|
|
