How can I use ETFs in my Portfolio?

The little known, but powerful, reality is that around 80% of returns generated from an investment comes from simply selecting the “right” asset class. In this Portfolio Construction post, we introduce the concept of Strategic Asset Allocation and describe how investors can practically use ETFs in their investment portfolio.  

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What Assets does my ETF own?

Investors are rightly interested to know about the underlying assets held inside their investment products. Buying individual stocks gives you potential access to dividends and capital growth the company generates. But what about managed funds and ASX traded Exchange Traded Funds (ETFs) – what do they hold? We look further into this issue in this

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How safe are my ETF assets?

ETFs in Australia are regulated by the Australian Securities and Investments Commission (“ASIC”) as registered “managed investment schemes” (“MIS”) which means ETF issuers are governed by a detailed and strict set of regulations regarding the management of assets. To understand how safe ETF assets are, we need to understand the MIS rules – the laws

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Who owns the Assets in my ETF?

All ETFs in Australia utilise a structure where each investor owns “units” which give an ownership share in the overall assets held by the fund. These ETF units are issued by a “unit trust”, which holds the assets of the fund on trust for investors. The structure used for ETFs is the same structure used

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