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5.0 WHERE TO FROM HERE? While the scale of the recent turmoil in global markets has no doubt affected investor confidence, share market volatility is not new. It is important to remember that all investments regardless of asset class go through cycles of boom and bust. The key to generating ongoing wealth is to understand your investment requirements, to ignore the investing fad of the day and to focus on implementing strategies that have been proven over time. Successful investing is about having a long term perspective and the time invested in the stock market. It is also important to invest in companies that are fundamentally sound, which employ experienced management teams and deliver consistent dividends. Not trying to time the stock market is integral to creating wealth. Trying to pick the top or bottom of an equities cycle is extremely difficult and it compounds the risk of being out of the market if it should rally. While this strategy does not provide protection from market downturns, it does ensure investors benefit during times of market growth. When markets turn, they can turn quickly. History has shown that no single asset class outperforms year after year, which is why diversifying your investments can help to minimise risk. While portfolio diversification often starts with investing across different asset classes, it also includes holding a spread of investments within a single asset class. With the rise of different instruments listed on the ASX, it is now possible to gain exposure to different asset classes through your Bell Potter adviser. By ensuring that your portfolio has a mix of the various ASX listed assets that Bell Potter advisers have access to, you can take advantage of the benefits that diversification brings. A portfolio that is diversified and properly weighted is critical to delivering successful returns and minimising risk. Three examples of alternative assets that can help diversify your portfolio are Fixed Income products, Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs). At Bell Potter we have dedicated specialists, who cover these three different products. We produce a number of different documents and independent research, which covers these various areas. Fixed income: An investors guide > Learn the basics: LICs > Learn the basics: ETFs > If you would like to discuss your portfolio in the context of the current macroeconomic environment please contact us at 1300 0 BELLS (1300 0 23557) or info@bellpotter.com.au. 11
Bell Potter Securities is a leading Australian stockbroking, investment and financial advisory firm that provides a comprehensive offering of financial services to a diversified client base that includes individuals, institutions and corporations. Founded in 1970 by Colin Bell, Bell Potter has grown to a total staff of 600 and operates across thirteen offices in Australia and has offices in London and Hong Kong. Bell Potter is a part of the Bell Financial Group of companies (ASX:BFG). CONTACT US www.bellpotter.com.au 1300 0 BELLS (1300 023 557) info@bellpotter.com.au View office locations > The following may affect your legal rights: This document is a private communication to clients and is not intended for public circulation or for the use of any third party, without the prior approval of Bell Potter Securities Limited. This is general investment advice only and does not constitute personal advice to any person. Because this document has been prepared without consideration of any specific client’s financial situation, particular needs and investment objectives (‘relevant personal circumstances’), a Bell Potter Securities Limited investment adviser (or the financial services licensee, or the representative of such licensee, who has provided you with this report by arrangement with Bell Potter Securities Limited) should be made aware of your relevant personal circumstances and consulted before any investment decision is made on the basis of this document. While this document is based on information from sources which are considered reliable, Bell Potter Securities Limited has not verified independently the information contained in the document and Bell Potter Securities Limited and its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Nor does Bell Potter Securities Limited accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document and Bell Potter assumes no responsibility for updating any advice, views, opinions, or recommendations contained in this document or for correcting any error or omission which may become apparent after the document has been issued. Past performance is not a reliable indicator of future performance. Except insofar as liability under any statute cannot be excluded, Bell Potter Limited and its directors, employees and consultants do not accept any liability (whether arising in contract, in tort or negligence or otherwise) for any error or omission in this document or for any resulting loss or damage (whether direct, indirect, consequential or otherwise) suffered by the recipient of this document or any other person. Disclosure of Interest: Bell Potter Securities Limited, its employees, consultants and its associates within the meaning of Chapter 7 of the Corporations Law may receive commissions, underwriting and management fees from transactions involving securities referred to in this document(which its representatives may directly share) and may from time to time hold interests in the securities referred to in this document. 11 September 2015
Page 1 and 2: SHARES GENERATE INCOME.
Page 3 and 4: 1.0 WHAT’S GOING ON GLOBALLY? Inv
Page 5 and 6: CHART 2: ASSET CLASS INVESTMENT RET
Page 7 and 8: 3.1 THE CASE FOR EQUITIES - GROWTH
Page 9 and 10: 3.3 THE CASE FOR EQUITIES - ANNUAL
Page 11: 4.0 OPPORTUNITY KNOCKS As demonstra

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