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Are your clients looking to gear into international shares?

13 September 2017 |Investment strategies
Discover how gearing can be applied to the right client's investment strategy to support their financial goals on a chart background.

Are your clients looking to gear into international shares?

13 September 2017 |Investment strategies

Leveraged has additional capability to lend against international shares with our recently expanded Acceptable Investments List for International Shares.

Investors are faced with limitations when choosing to invest only in the domestic market - the Australian share market is heavily weighted toward the financial and mining sectors, accounting for 60% of the ASX All Ordinaries index*.

Your clients may be interested to add international household brands to their portfolio. Big names like Facebook, Amazon, Apple, Netflix, Google and many more can form part of their investment and gearing strategy using the Leveraged margin loan.

In fact, in a recent investor study conducted by the ASX, adding diversification was one of the most sought after reasons for investors to use a financial adviser**. International shares can provide investors with geographic and asset class diversification, meaning a slowdown in one market may have less of an impact on a portfolio. Given that economies grow at different rates and at different times, spreading investments across multiple markets can help add exposure to faster growing markets.

We are pleased to offer lending to support international investments using the following platforms:

  • Macquarie Wrap
  • HUB24
  • Linear SMA
  • JB Were Invia
  • Federation Alliance
  • Netwealth

To find out more or to discuss how we can work with you and your clients to settle international shares on the Leveraged margin loan, please contact your Leveraged Relationship Manager or call us on 1300 307 807.

This information is correct as at 13 September 2017.
**Source: 2017 ASX Investor Survey

Things you should know

Gearing involves risk. It can magnify your returns; however, it may also magnify your losses. Examples are for illustration only and are not intended as recommendations and may not reflect actual outcomes. Past performance is not an indication of future performance. The information provided in this document has not been verified and may be subject to change. It is given in good faith and has been derived from sources believed to be accurate. Accordingly no representation or warranty, express or implied is made as to the fairness, accuracy, completeness or correction of the information and opinions contained in this article. To the maximum extent permitted by law, no entity in the Group, its agents or officers shall be liable for any loss or damage arising from the reliance upon, or use of the information contained in this article.

Issued by Leveraged Equities Limited (ABN 26 051 629 282 AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). This information is correct as at the time of issue, and is for general information purposes only. It is intended for AFS Licence Holders (or authorised representatives of AFS Licence Holders) only. It is not to be distributed or provided to any other person.

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