With over $125 billion invested in some 270 ETFs listed on the ASX and over 100 LICs listed worth some $60 billion are you missing out? With a large range of different investment approaches should these classes of investments be in your portfolio?


And which should an investor choose? What are the advantages and disadvantages of these two competing products? You need to understand before you invest.


Virtual Investment Forum – Grow your portfolio through LICs and ETFs brings together industry experts from across Australia for two days of informative content, lively sessions, and significant insights. The program will cover the basic features of ETFs and LICs and delve into more complex issues like portfolio construction, investing in alternative strategy LICs, and ethical and hybrid ETFs. The forum is designed to build your knowledge so you can invest in confidence and build your wealth.

 

The virtual forum will be held live over two half days on 23 and 25 November 2021. Scroll down to read more and see the full program.

The growth of assets under management in the Australian exchange-traded funds (ETF) market has exploded over the past three years to around $125 billion. ETFs enable investors to gain exposure to a wide range of assets at relatively low cost and generally replicate their investment benchmarks closely.


With over 270 listed on the ASX, how do you choose in which to invest? For most retail investors the main choice comes down to Australian based or international?

 

When it comes to Australian based ETFs there are 4 which stand out -

  • Vanguard’s Australian High Yield ETF (VHY) has a 3 year return of 9.1% pa with a 32% return over the past year.
  • Blackrock’s iShares ASX 20 ETF (ILC) earned a return of 9.8% pa over the past 3 years including 32.9% over the last 12 months.
  • VanEck’s Australian Sustainable Equity ETF (GRNV) achieved a 3-year return of 11.5% pa and a one-year return of 25.7%
  • State Street SPDR ASX 50 ETF (SFY) returned 9.3% pa for 3 years and 27.6% for the last year.

 

For the International based ETFsthree ETFs caught our attention in sectors not well covered by Australian investments –

  • Morningstar’s Global Technology ETF (TECH) with 3 year return of 24% pa achieved 30.8% for the past year.
  • BetaShares’ Cybersecurity ETF (HACK) earned 22% pa over 3 years and 43.8% over the last 12 months.
  • On the Global Sustainability front, BetaShares ETHI ETF returned 24.4% pa over 3 years and a staggering 32.8% over the last year.

 

Would your portfolio benefit from including such ETFs? We always advise you to look before you leap when it comes to investing and to know what you are investing in. Spend four hours with us at the Virtual Investment Forum on 23 November  to learn all you need to know about investing in ETFs.

Morningstar publishes a monthly report on the Australian Listed Investment Companies sector (LICs) listing 96 LICs with a total market capitalisation of $60 billion. LICs have proved very popular with retirees due to their steady dividend policies and diversification benefits.

 

LICs come in different shapes and sizes and cover various sectors ranging from Australian Foundation Investment Company at $10 billion covering major Australian shares through to NAOS Absolute Opportunities Company Limited at $58 million operating in the micro-cap space. What all these companies have in common is a desire to pay good dividends to shareholders?

 

Some LICs like Magellan Global Fund provide international exposure while others have a specialist mandate such as Perpetual Credit Income Trust. The great advantage of LICs is they are listed so the liquidity is there if you need to raise cash in a hurry. 

 

Find out more about this interesting and varied sector join us on 25 November for half a day and see if you can find the LIC to plug any holes in your investment portfolio.

 

Lelde Smits, ASA Director, will be the host on Day 1 – ETFs.

Lelde Smits is an experienced finance journalist, awarded entrepreneur and advisor to ASX listed companies with more than 10 years of experience as a communications and governance professional working to drive economic empowerment in our community. Following a successful career as a broadcast finance journalist in Australia, Lelde relocated to Wall Street to work as the New York foreign correspondent for Australian Financial Review's digital division and a markets reporter inside the New York Stock Exchange for an independent media company in New York.

 


 

Ian Irvine, CEO, Listed Investment Companies & Trusts Association (LICAT), will be the host on Day 2 – LICs.

Ian has over 40 years’ experience in sales, marketing and business development and has worked in the financial services arena since 1986, including time at Westpac, AMP and 14 years at ASX to December 2017. His role at ASX included developing and delivering educational sessions for investors, self-managed super fund trustees and financial advisers. He is an expert when it comes to listed investment companies and he will make sure you get the best out of day one.

 

Virtual Investment Forum: Grow your portfolio through LICs and ETFs

Whether you would like to know more about these investment vehicles to apply to your personal portfolio or your SMSF this event is for you.

 

If you are unable to attend live but do not want to miss the Forum, feel free to register to watch the recordings at a convenient time for you. Please note the program could subject to change.

 

For further information or sponsorship opportunities please contact our team at [email protected] If you would like to speak to a team member please call 1300 368 448


  • 1-day ticket: $40 for ASA members or $60 for non-members
  • 2-day ticket: $60 for ASA members or $80 for non-members

When
23/11/2021 10:00 AM - 25/11/2021 3:00 PM
AUS Eastern Daylight Time
Sign in or create an account to register Last day to register is 22/11/2021
 

Agenda

Tuesday, 23 November 2021

Description
Time
10:00 AM - 10:20 AM
10:00 AM
Jordan Eliseo, Manager - Listed Products and Investment Research, The Perth Mint
Time
10:20 AM - 11:00 AM
10:20 AM
Graham Hand, Editorial Director, Morningstar.
Time
11:05 AM - 11:45 AM
11:05 AM
Julian McCormack, Investment Specialist, Platinum Asset Management
Time
11:50 AM - 12:30 PM
11:50 AM
Time
12:35 PM - 12:55 PM
12:35 PM
Speaker TBC
Time
1:00 PM - 1:40 PM
1:00 PM
Damon Gosen, Business Development, VanEck
Time
1:45 PM - 2:25 PM
1:45 PM
Information to come
Time
2:30 PM - 3:10 PM
2:30 PM

Thursday, 25 November 2021

Description
Time
10:00 AM - 10:20 AM
10:00 AM
Paddy McCrudden, Head of Retirement Solutions and Data Science, Magellan
Time
10:20 AM - 11:00 AM
10:20 AM
James Holt, Director & Investment Solutions, Perpetual
Time
11:05 AM - 11:45 AM
11:05 AM
Doug Morris, Chief Executive Officer, Sharesight
Time
11:50 AM - 12:30 PM
11:50 AM
Time
12:35 PM - 12:55 PM
12:35 PM
Sebastian Evans, Chief Investment Officer, NAOS
Time
1:00 PM - 1:40 PM
1:00 PM
1:45 PM
Simon Sheilds, Director and Co-founder, Monash Capital
Time
2:30 PM - 3:10 PM
2:30 PM

Platinum

       

 

        

 

 

Gold

                 

 

 

   

 

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