Growth Investment

[Brat]

I have search through a lot of info but most people seem to be looking for money market to "park" additional cash. i am looking for a growth or value portfolio of unit trust. Black rock and Platinum have a few nice portfolios but I need info about their reputation etc. Any other suggestions for a market related portfolio will be appreciated

[Springbok]

It's generally a good idea to split your investments 50/50 between Australian and Global Equities. I work in the industry so am fairly knowledgable about these things.

For Global Equities, Platinum's International Fund is definitely one of the best there is, and highly rated by Morningstar, S&P, etc. It's managed by Kerr Neilson, who left South Africa many moons ago and regarded as "Australia's Warren Buffett". The latest factsheet is at http://www.platinum.com.au/platinum_international_fund.htm

And yes I have my own money invested in Platinum's International Fund.

As for Australian Equities, there are many good growth and value funds... some of the better ones, with longterm track records, are the following:

Schroders Australian Equity

Tyndall Australian Share Value Fund

Note that wholesale funds usually require a minimum investment of $50,000 - for smaller investors these funds are accessible through various platforms. I can send you more details about the rest next week if you want. Note that there are also core (style neutral) funds, small cap funds, quant funds, index funds, etc. For index funds, have a look at Vanguard.

I have search through a lot of info but most people seem to be looking for money market to "park" additional cash. i am looking for a growth or value portfolio of unit trust. Black rock and Platinum have a few nice portfolios but I need info about their reputation etc. Any other suggestions for a market related portfolio will be appreciated

[Brat]

Springbok

that is exactly the info that I was looking for, thank you. I also liked the Global equity fund and just wanted to check on reputation. I don't like index funds, have been an Allan Gray equity investor for many years which worked out well and I have a clear understanding of risk v return over time, Off shore allowance just increased and I'd like to move assets after I return from holiday in Oz in December. If you are willing I'd appreciate your contact details via private message.

Thanx again

[zulik]

Hi Springbok

Excuse me picking your brain.

Would you happen to know if foreigners can invest in Australian unit trusta or ETF's?

Regards

[Springbok]

Would you happen to know if foreigners can invest in Australian unit trusta or ETF's?

Yes you can - just make sure you have a bank account in Australia.

"Anyone seeking to invest who resides outside of Australia and New Zealand must warrant that they have authorisation to invest under the laws of their country without the offer contained in this PDS being registered with, or otherwise regulated by, the regulator of that jurisdiction."

e.g. see "Who is eligible to invest?" in the Platinum PDS (Product Disclosure Statement):

http://www.platinum.com.au/images/pds08_211108.pdf

[Springbok]

have been an Allan Gray equity investor for many years which worked out well and I have a clear understanding of risk v return over time,

For Allan Gray fans, their chairman Simon Marais has been in Sydney for a couple of years now, running Orbis Australia. The Orbis/SM Australia Equity Fund is managed (since May 2006) using the same value investment methodology as the Allan Gray General Equity Fund in SA.

[Springbok]

Thought I'd give a list of the big players in the Australian funds management industry. There are many more, but these are the major ones. Some do the whole suite of Australian equities, International equities, Fixed income, emerging markets, etc. while others specialise in only one and/or a few of these asset classes. The retail products of these managers are available on most superannuation platforms. Wholesale investors (minimum investment of $20,000+) can access the wholesale products directly through the managers.

Aberdeen

AMP Capital

Ausbil Dexia

AXA

Blackrock

BTIM

Colonial First State

Fidelity

GMO

Goldman Sachs

ING

Macquarie

Perennial

Perpetual

Platinum

Principal Global Investors

Schroder

Tyndall

UBS

Vanguard

Walter Scott

[Brat]

Springbok - awesome info - I haven't done this much homework in eons. One gets comfortable with your long term plans if you know the market you are in, so this for me is a brand new challenge. Must say I enjoy it

Have a fabulous weekend

[zulik]

Yes you can - just make sure you have a bank account in Australia.

"Anyone seeking to invest who resides outside of Australia and New Zealand must warrant that they have authorisation to invest under the laws of their country without the offer contained in this PDS being registered with, or otherwise regulated by, the regulator of that jurisdiction."

e.g. see "Who is eligible to invest?" in the Platinum PDS (Product Disclosure Statement):

http://www.platinum.com.au/images/pds08_211108.pdf

Many thanks.

I'm quite keen on ETF's rather than mutual funds.

Do you know of any online portals?

[Springbok]

I'm quite keen on ETF's rather than mutual funds.

Here are a few ETFs / iShares portals:

ASX information

Barclays iShares

Vanguard ETFs

State Street SPDRs

ETF Securities - these are for metals (gold, silver, platinum, etc.)

[zulik]

Here are a few ETFs / iShares portals:

ASX information

Barclays iShares

Vanguard ETFs

State Street SPDRs

ETF Securities - these are for metals (gold, silver, platinum, etc.)

Many thanks Springbok.

[Springbok]

For those “concerned†about their stockmarket investments in South Africa and wondering whether you should rather invest in the Australian stockmarket once you move here – there isn’t really too much of a difference in returns between the two countries. While the returns for shares listed on the JSE is usually higher than the returns for shares listed on the ASX, you have to compare apples with apples and convert the JSE-returns in Rands, to Australian dollars. The charts below compare the total returns (i.e. including reinvested dividends) in AUD over various time periods: 7 years, 2 years and 8 months. Like I’ve said, not too much of a difference, although the JSE is slightly ahead over the longer term.

It's probably better to invest in the stockmarket of your home country and have all your financial affairs under "one roof", but if you are invested in the JSE through a Retirement Annuity for example and cannot withdraw your funds for a couple of years after you have left SA, then you need not have sleepless nights over it.

[Kleintjie]

Hi,

We are currently waiting for my husbands nomination to go through, if all goes well we want to know where would be the best place to put our extra money?

We don't like it to take risks at all so what ever options should be 100% gaurenteed that it could only get more but not less. The only place we could find in SA was the money market at ABSA.

Thanx