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LBW Investment Committee - April 2013 meeting notes


1.      Market Rally – The strength and sustainability of the current market rally was discussed, with a subsequent review of our tactical asset allocations.  

2.      Defensive Equities – The outperformance of defensive-style equities (major bank shares, infrastructure, REITs, staples) was addressed.  Consideration of opportunities to move into lesser performing sub-sectors was discussed.

3.      Direct Property – The characteristics and features of direct property investments was looked, with discussion mainly focussing on liquidity and diversification issues.  

 

Click here to see our latest Tactical Asset Allocation.  

LBW Financial Services Pty Limited is a Corporate Authorised Representative of Wealthsure Pty Limited (AFSL Lic. No. 238030)

LBW Financial Services Pty Limited is an authorised representative of Wealthsure Pty Ltd, AFSL 238030, ABN 93 097 405 108.  The information contained within these articles is of a general nature only.  Any rates (tax rates, Centrelink rates, exchange rates, etc) are correct at time of publication and are subject to change.  Whilst every care has been taken to ensure the accuracy of the material contained herein at the time of publication, neither the author, authorised representative, nor licensee will bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein.  Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.