Discover
a new world
of
investment opportunity
...
ROTHSCHILD
REPORT NO.18
The
range of industries operating within Australia is increasing all the
time, but more than half of the Australian sharemarket is concentrated
around only five different industries. Similarly, 10 companies represent
over 50% of the Australian sharemarket.
Investing
internationally means that Australians can access industries and leading
companies not available in Australia. This could mean better returns
for local investors over the long term.
Why should
you invest in international shares?
- Superior
growth opportunities.
- The products
and services you use every day have often originated from overseas
countries.
- A number
of growth industries including technology, telecommunications and
health care are not well represented within Australia.
- Diversification
across countries and industries gives you the opportunity for better
performance. This added diversification could also help you protect
your investment against a fall in any one market (including Australia).
The combination
of all these factors has resulted in significant growth in international
markets over time.
It is difficult
to determine what the best performing investment will be from year
to year. However, having a mix of investments (shares, fixed interest,
cash, etc) should mean that the returns investors receive are not
reliant on one investment market performing well every year.
The same
principle applies if you invest in only one sharemarket. Spreading
investments across a range of countries and industries means investors
have more opportunity to build their wealth. It also means investors
can protect their investment against a fall in one particular market.
The combined
effect of the world's best companies and dynamic growing industries
has meant that world sharemarkets have performed better than the Australian
sharemarket over time.
Rothschild
has formed an alliance with one of the world's top fund managers,
Boston-based Putnam Investments Inc., giving Australian investors
access to Putnam's international shares expertise.
Putnam Investments
Inc. is one of the world's largest fund managers with over $A770 billion
funds under management. It has almost 300 investment professionals
- including more than 40 global equity analysts - with an average
of 10 years investment experience. Putnam has an outstanding performance
track record across a range of funds. In the five years to 30 October
2000, Putnam's Global Core Equity Fund returned 33.25%*, outperforming
the MSCI World Index by 9.33% per annum.
Through our
relationship with Putnam, Rothschild investors are now able to access
both retail and wholesale funds and trusts in a new 'Discovery' range
of international equities.
The retail
fund, the Five Arrows Discovery Global Fund (with a nil entry fee
option) has a minimum entry level of $10,000. The wholesale fund,
the Rothschild Discovery Global Wholesale Trust, has a minimum entry
level of $100,000.
Investors
also have access to Putnam's international investment expertise through
Rothschild balanced funds, which are invested across Australian and
international shares, listed property trusts, fixed interest and cash.
For
information about Rothschild, please contact your financial planner
or Rothschild on 1300
65 65 68
between 8.00am and 7.00pm (Sydney time), Monday to Friday.
or visit our website at
www.rothschild.com.au or
Email:
Click
Here To Visit
Home Page
Rothschild Disclaimer
*· Performance for Putnam's Global Core Equity Fund
in AUD. It has been calculated before taxes and management fees and
includes reinvestment of dividends. Investment in Rothschild's managed
investments may only be made on the application form attached to a
current prospectus which has been lodged with the Australian Securities
and Investments Commission and is available from the manager, Rothschild
Australia Asset Management Limited (ABN 22 000 727 659). The repayment
of capital and the performance of the funds are not guaranteed by
Rothschild or any other party. Past performance is not an indication
of future performance.
The information is based on Government laws and regulations current
at time of issue (November 2000). This information is not intended
to be relied upon for the purpose of making an investment decision.
This material provides general information only and does not constitute
financial advice or a recommendation in respect of any Rothschild
product and should not be relied upon as such. The material is made
available in good faith by Rothschild and has been derived from sources
believed to be reliable and accurate. However, it is not intended
to be a complete description of the matters described and Rothschild
assumes no responsibility for updating any information contained in
this material or for correcting any error or omission which may become
apparent after the material appears on the Internet.
Copyright in the material reproduced on these pages is owned by Rothschild.
Except to the extent otherwise permitted by the Copyright Act 1968
(Cth), the material may not otherwise be reproduced or displayed in
public and may not be distributed or transmitted electronically to
any other person or incorporated by any means into another document
or material, including other websites. Without limiting the generality
of the foregoing, Rothschild does not permit reproductions of its
material in other websites in conjunction with advertising, trade
marks, logos or material of other financial planners or competitors
in circumstances when it has not given its prior written consent.
Investments in the funds are not deposits with or other liabilities
of NM Rothschild & Sons (Australia) Limited (ACN 008 458 366) or of
any other company in the Rothschild Group, and are subject to investment
risk, including possible delays in repayment or loss of income or
capital invested. Neither the repayment of capital nor the investment
performance of the funds is guaranteed by NM Rothschild & Sons (Australia)
Limited, the Trustee or the other companies in the Rothschild Group.
|
