SMI delivers higher returns

Australians are an interesting bunch when it comes to money. On one hand, we love security and stability. In fact, the ASX Investor Study 2017 found that nearly 70% of all Australian investors are seeking stable, reliable or guaranteed returns from their investments*.

But we also want high returns - the same study found that investors expect on average 8.5% per annum returns from their portfolio.

With many of the traditional 'stable' or 'guaranteed return' products such as term deposits earning returns of 2-3% (source: Mozo.com.au), there is a bit of a disconnect.

One option that's popular among Vow clients is Smarter Money Investments. Suitable for both retail and SMSF investors, this managed fund invests in deposits, and bonds issued by, Australian banks, to provide returns significantly above the RBA cash rate.

There are two products, each with different risk and return profiles - the Smarter Money Active Cash strategy has returned 3.59% over the 12 months to 31/5/17, and Smarter Money Higher Income delivered 4.43% during that time.

If you have investors who are keen to find a stable investment with a lower risk profile than buying shares in a bank, but higher returns than making a deposit in a bank, Smarter Money could be a good option.

To find out more about how SMI can boost your revenue and help your clients, contact the team:

Luke Bouris

Ph 0414 549 400

luke.bouris@smitrust.com.au

Cosimo Vallelonga

Ph 0402 895 072

cosimo.vallelonga@smitrust.com.au