We see Australian equities as a key component of many investors’ portfolios. Over the longer term (five to seven years) we believe Australian equities may generally provide investors with higher returns than other asset classes such as cash or fixed income.
In addition to the potential for capital growth, many Australian equities generate income in the form of dividends. They may also offer investors tax advantages through franking credits. This can reduce your clients’ overall taxable income depending on their individual situation, as well as discounts on any capital gains if they are held for more than 12 months.
Flexibility to target capital growth, income or a combination
Significant opportunities for active managers to add value
Risks specific to investments in Australian equities
Risks specific to investments in Australian equities may include share market and company risks, risks associated with the use of short selling and derivatives, investment management and style, portfolio concentration and liquidity risks.
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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. All information on this website is subject to change without notice.
AMP Investment Management (N.Z.) Limited (FSP37681) is the manager and issuer of the various AMP Capital Investment Funds offered through this website. Product Disclosure Statements for the funds are available and can be obtained from the Pricing and Performance page.