In this paper Perpetual put their case forward for Value investing versus Growth investing. It showcases ‘different investment styles’ and the importance of ‘blending’ styles to achieve long term growth.
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it’s important to understand the causes of market movements and how to minimise your risk.
When deciding which investments are right for you, it is important to understand the trade-off between risk and return and how to manage investment risk. A risk profile can help identify the type and mix of investments that will best help you achieve your financial and lifestyle goals.
There are a number of factors to consider when building your investment strategy. Here we take a look at the key fundamentals that set the foundation for a sound investment strategy that can deliver consistent outcomes over the long-term.
The main asset classes can be separated into two groups - defensive and growth investments. Cash and fixed interest are seen as defensive. Property and shares are usually classified as growth investments.