As discussed in our June Informer – Investing in Equities (click here for link), we are currently living in volatile times and the majority of articles or investment reports you read makes either a strong case for a bull market or a bear market.
This uncertainty makes investment decisions difficult as the share market is fluctuating considerably everyday.
At Ark Total Wealth, we have developed a multi prong investment strategy that will allow you to benefit from any potential sharp rises in the market over the next year, but should the market fall, you will not only still be exposed to the market but your exposure will be increasing.
Long Term Strategy
In our recent e-book, ‘Investing in Equities’, (click here to download) we explain the first part of our investment theory behind maintaining and increasing exposure to the market. This is the core strategy and it is employed to try to achieve long term capital growth, irrespective of the short term fluctuations in the market.
This strategy is validated based on the recent Russell and ASX report comparing 10 and 20 year performances of various asset classes. It showed year on year returns of between 8 and 11% per annum in both the Australian
Residential Markets and Australian Share Market. (for more information click here).
Short Term Strategy
The second part of the strategy is designed to benefit from any potential short term recovery in the market over the next year, without risking large amounts of capital or making long term commitments. (Maximising your upside using leverage, and minimising your downside).
This is achieved through the use of specifically designed instalment warrants. These instalment warrants are suitable to invest in your own name or a Self Managed Superannuation Fund and they will give you the following benefits;
Capital Protection of investment amount
Tax Deduction on initial investment outlay
Access to all income and Franking Credits form underlying investment
A Walkaway feature which means should the market fall, you can Walkaway with no further interest commitments
To launch this new and exciting opportunity, we are holding two webinars which will take you through the structure, benefits and risks of instalment warrants.
To register for one of these webinars, please click on the relevant link below;
Thursday 10th June 10am
Tuesday 15th June 2pm
Alternatively you can contact an Advisor directly on 02 9262 3333 to find out more.
This investment option is only open until the 23rd of June 2010.
