Do you know the benefits of investing beyond the top 20?
20 July 2016
Beyond the top 20 companies on the ASX, we consider there to be greater opportunity for diversification and outperformance. Within our short video, John Guadagnuolo (Portfolio Manager of Ex-20 Australian Equities SMA portfolio), discusses:
what's an ex-20 investment strategy
the potential investor benefits (diversification, differentiated returns and providing enhanced growth opportunities), and
why we’re excited about the ex-20 universe.
This information is issued by nabInvest Capital Partners Pty Limited (“NCP”) ABN 44 106 427 472, AFSL 308953, a member of the National Australia Bank Limited ABN 12 004 044 937, AFSL 230686 (“NAB”) group of companies (“NAB Group”). An investment in any product or service offered by a member of the NAB Group is not a deposit with or liability of, and is not guaranteed by NAB or any other member of the NAB Group. The information in this video may constitute general advice. It has been prepared without taking account of an investor's objectives, financial situation or needs and because of that an investor should, before acting on the advice, consider the appropriateness of the advice having regard to their personal objectives, financial situation and needs. Any opinions expressed in this video constitute our judgement at the time of filming and are subject to change. We believe that the information contained in this video is correct and that any estimates, opinions, forecasts, conclusions or recommendations are reasonably held or made as at the time of filming. However, no warranty is made as to the accuracy or reliability of this information (which may change without notice) and actual events may vary materially. We rely on third parties to provide certain information and are not responsible for its accuracy, nor are we liable for any loss arising from a person relying on information provided by third parties. Past performance is not a reliable indicator of future performance. The value of an investment may rise or fall with the changes in the market. This information is directed to and prepared for Australian residents only.