Diversifying into International Offerings

Recently we had an SoA done for our SMSF and the adviser recommended that we diversify into more international offerings, as we are heavily Australian invested via the ASX and some managed funds.

He suggested, among other things, Global Infrastructure and US Large Cap Equity, or mix US – World ex Australia.

We are not sure how to go about this, as we prefer to invest direct. Can you help with suggestions of funds we could look at?

A: Thanks for the question.

If you are looking at just large cap US, you might be best to consider an exchange traded fund, perhaps iShares IVV.

Personally, I prefer a mix of active and passive investments. In the former, you might like to consider MGE from Magellan, or the new listed investment company from Contango that I wrote about on Monday.

Attached, please find two links to stories in this area:

  1. Is it too late to invest  offshore  – see https://switzersuperreport.com.au/is-it-too-late-to-invest-offshore/
  2. Road test on Contango Global Growth – see https://switzersuperreport.com.au/product-road-test-contango-global-growth/

Regards


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