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Dr. Mark Sinclair
Dr. Mark Sinclair, Mentor Education

SMSF investors look to offshore assets

17 December 2013
Craig Mowll  Certitude Global Investments Chief Executive
Craig Mowll
Certitude Global Investments
Chief Executive

Figures have shown that SMSF investors are more interested in
investing in offshore ventures compared to their non-self-
managed counterparts.

The latest Certitude Global Investing Intentions Index (CGIII) report highlights that 50% of SMSF investors who plan to invest offshore will do so in the next three months and high net worth investors have also signaled their desire to look abroad for investment
opportunities with the CGIII indicating that the market rose to 190 points in November compared to 174 points for all active
investors in the same period – marking the highest level of the
index for HNW investors to date.

The CGIII Report, produced monthly by Investment Trends collects the views of over 700 actively engaged investors and 43% investors surveyed have indicated the need for more international assets in their investment portfolio – an increase of eight percentage points from October. This is in line with a corresponding decrease in the proportion expecting healthy growth in the
Australian economy (59%, down six percentage points from October).

Craig Mowll Certitude Global Investments chief executive has said of the results, “that last month we saw a strong uptick in Australian investors’ intentions to invest overseas and this month that intention was again signalled clearly, particularly from HNW and SMSF investors. These investors can often be leading indicators of the rest of the market in identifying and
taking advantage of the vast world of investment opportunity that exists outside of Australia.”

Mowll added that the CGIII findings suggest that investors are not fully aligned with one
geographic location or another, potentially lacking knowledge on where to allocate offshore
assets. “We are starting to see a convergence in terms of the overseas markets that investors are paying attention to when thinking about allocating offshore. One possible explanation is confusion from investors on where they should go to achieve true diversification benefits from international investing,” he added.

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