Equities

Australia continues to have one of the highest levels of share ownership in the world. In this section, we provide a variety of education material that explains the role equities play in a portfolio, and why now may be a good time to invest in this asset class.

Understanding equities

Equities at a glance

This one page document is a useful tool which can be used with clients to help explain the role equities play in an investment portfolio. It also explains the benefits and risks of investing, and how they compare to other asset classes. 

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Booklet and presentation pack

This booklet and presentation pack with speaker notes have been produced for advisers who are looking for a more in-depth explanation of the asset class. The documents provide an overview of why an investor would invest in equities, their risk and return characteristics, how they fit into a broader portfolio, and how performance is measured.

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Important notes

While every care has been taken in the preparation of this information contained in this website, neither AMP Capital Investors Limited (ABN 59 001 777 591)(AFSL 232497) nor any member of the AMP Group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. Content sourced from Cuffelinks and Livewire does not represent the views of AMP Capital or any member of the AMP Group. All information on this website is subject to change without notice. 

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