Investment objective - to outperform the MSCI Global Index, (post fees), on a rolling 5 year basis.  Absolute return investment philosophy, seeking to profit from both rising and falling asset prices.

 

Asset selection- a carefully selected portfolio of ASX listed ETF’s to seek a diversified global investment portfolio that can profit from rising and falling market conditions.

 

Global ETF Investment strategy - growth at a reasonable price, (GARP), is the investment philosophy that will be applied to ETF selection.  Positions will be established in approximately 12 – 18 ASX listed ETF’s, providing exposure to global equities by region.

 

ETF selection includes:-

• GDP growth forecast by region (country);

• Central Bank policy analysis by region;

• PE valuation and earnings growth outlook by region and market sector; and

• Sector and technical trends.

 

Given these criteria, the research will tend to identify ETF’s that are likely to display above average growth on a relative basis. Asset selection is on an “Absolute Return” basis, meaning that the portfolio will at times hold both long and short exposure, therefore, creating the opportunity to profit from both a rising and falling market.

 

List of ETF’s- covered by Investor Signals’ analysts in consideration of the asset selection for the above mandate.