Report acts as investment guide
A new report has been released that is designed to help advisers and investors compare the issues and risks of different income-orientated products.
The study, commissioned by Mirvac Aqua, identifies six major income product groups — cash/enhanced cash, domestic bonds, global bonds, mortgages, high-yield and hybrid income — and discusses each group’s key characteristics.
The study investigates correlations between each of the groups in areas that concern portfolio construction and provides reminders of the critical risks and effects that changing economic conditions may have.
The report also offers advisers a guide to use in their assessments, with tips on issues such as levels of diversification, new products, risk versus returns and mortgage fund payments.
Recommended for you
Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and investment.
Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end.
A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer that nothing had ever been invested.
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions in financial advice.
