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LBW Investment Committee - January 2015 Meeting Notes



1.      New Committee Member– This month we welcomed Aaron Beyer to the team and look forward to his contributions into the future.

 

2.      Global Risks– We discussed concern over potentially higher downside risks and some key global markets.

 

3.      Global Equity Funds– Discussion over the performance of developed market, global equity fund managers.

 

This article has been prepared by LBW's investment committee based on its understanding of current regulatory requirements and laws. It is not considered advice and provides general information pertaining to our ideology surrounding future asset allocation strategies. It does not take into account each client's individual objectives, financial situation or needs. If you would like to know how LBW's understanding of the current environment impacts on your portfolio please contact a Financial Adviser and to discuss your options or before making an investment decisions. 

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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.