Sceptical About Global Opportunities?

Your phone was neither designed nor made in Australia. Same goes for your car. And your TV. And your shoes. And the shirt or blouse on your back. Over 90% of what you use every single day was most likely made overseas. Does that tell you something?

The team at Joseph Palmer & Sons realise two big things: first, good as the Australian market is, it represents less than two per cent of global GDP – many of the really big opportunities exist beyond our shores. Second, until now, many investors have had little ease of access to prized international share opportunities.

To fix these issues, the team created the Global Leaders portfolio to provide opportunities.

The this specially designed portfolio is in the form of a separately managed account (SMA) and it will have great appeal to investors who:

• see the wisdom of spreading risk by diversifying their investments
• seek long term returns from a portfolio of international equities
• are willing to accept very high levels of short-medium term volatility and potential for loss as a trade-off for long term capital growth
• wish to invest in some of the world’s high-profile blue-chip corporations but currently lack the direct means to do so
• are keen to achieve exposure to international markets at very competitive fee rates.

The Global Leaders portfolio contains a heavy emphasis on international capital growth style assets, with little or no exposure to defensive income generating assets.

The portfolio contains investments in quality, large-cap companies that operate in various economic sectors and geographic regions. It can be used as a stand-alone high growth investment or. alternatively, can supplement an existing diversified portfolio.

Stock buying & selling is guided by the underlying relative value of the stock compared to its fair value and its risk in relation to the market.

For more information and a copy of the Product Disclosure Statement (PDS), please call us or email us.

Why Joseph Palmer & Sons?

You will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the 'safe hands’ of the experienced team at Joseph Palmer & Sons.