Implemented Portfolios primarily uses Exchange Traded Funds (ETFs) to build portfolios and target exposures to the asset classes outlined in the Investment Program.
In their simplest form, ETFs are a collection of securities designed to track the performance of a specific index. For example, you can buy shares in an ETF that tracks the performance of the S&P/ASX 50, an index that tracks the largest 50 companies listed on the Australian Stock Exchange, weighted for the size of each company.
ETFs have grown rapidly both internationally and here in Australia as investors have been attracted to their low cost, transparent, tax efficient characteristics, and there are funds that cover all asset classes and markets around the world.
Our Chief Investment Officer, Jon Reilly explains Exchange Traded Funds in the below video –
Date of production: February 2021
This video has been prepared by Jon Reilly. Jon Reilly is the Chief Investment Officer at Implemented Portfolios Ltd (ABN 36 141 881 147) (Implemented Portfolios). This video expresses the views of the author as at February 2021, which may change in the future. This video uses information from sources the author considers to be reliable but does not represent that such information is accurate or complete, or that it should be relied upon. Past performance is not a reliable indicator of future performance. Investments may rise and fall in value and returns cannot be guaranteed. Implemented Portfolios makes no representations or warranties, express or implied, as to the accuracy or completeness of the information it provides and to the maximum extent permitted by law, neither Implemented Portfolios nor its directors, employees or agents accept any liability for any loss arising in relation to this information. This video does not take into account the objectives, financial situation or needs of any investor. Before making an investment decision, investors should read the relevant offer document and seek professional advice to determine whether the information in this video is suitable for them.
This information may not be reproduced, distributed or transmitted by any means, in whole or in part, without the written permission of Implemented Portfolios.
We recommend you speak to your financial adviser or seek independent financial advice to determine whether this is suitable for you.