Just when you thought investing was easy to understand – you put your money into shares, property, fixed interest, cash, etc. – your adviser starts talking about “investment styles”!
In essence, what that means is how fund managers choose the underlying investments of their funds.
There are two traditional ways of choosing stocks that active fund managers use – growth and value.
And then there is GARP or “Growth at a Reasonable Price” and Style-Neutral.
In addition to active fund management, there is also passive fund management with two common strategies being index and buy and hold.
So when your adviser talks about asset allocation, he or she is also taking into account diversification across the investment management styles as well.
Smart investing is not as easy as it sounds. That’s why we are here to do all the hard work for you.
You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Sensibly Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website
Nick Shanley, Steve May, Luke Styles and Shanley Financial Planning T/A Steve May Financial Services are Authorised Representatives / Corporate Authorised Representative of Sensibly Pty Ltd, AFSL 533923. Please refer to our website at www.stevemayfs.com.au to reference our Financial Services Guides.
Shanley Financial Planning Pty Ltd trading as Steve May Financial Services (ABN 19 612 825 180) is a Corporate Authorised Representative of (1265706) of Sensibly Pty Ltd (AFSL 533923)
Nick Shanley, Steve May and Luke Styles are Authorised Representatives of Sensibly Pty Ltd (AFSL 533923)