LEARN REFRESHINGLY SIMPLE WAYS TO DIVERSIFY YOUR PORTFOLIO

Event details:


There are no upcoming mFund events currently scheduled. Please check again at a later time. For more information about all other upcoming ASX events, please visit www.asx.com.au/education/seminars-webinars

If you are experiencing issues with registration or have any questions, please email events@asx.com.au.

Agenda

8.30–9.00am Registration and morning tea
9.00–9.10am Welcome from ASX
Speaker: Ian Irvine, Head of Customer and Business Development, ASX
9.10–9.50am

Technical Update
SuperConcepts

9.50–10.30am

More than Listed companies and shares
ASX

Topics:

  • ASX as an investment supermarket
  • Differences between ETFs, LICs, mFunds and Exchange Quoted Managed Funds
  • Building a wholly diversified portfolio from products available through the ASX investment supermarket
  • Goal based investing – Income, Growth or other

10.30–10.35am

Break

10.35–11.15am

Financial planners - Panel discussion

Topics:

  • Diversification
  • Investing for Income or Growth
  • Risk strategies
  • Why advice?
  • Budget and what is the next course of action
11.15–11.55am

Investing for Income or Growth - Panel discussions

Topics:

  • Differences in each
  • Where they fit
  • Complementary as opposed to competing
  • Focus on meeting investment goals
11.55am-12.15pm

Broker presentation

Topics:

  • Accessing ASX
  • Investor trends
12.15-1.00pm Lunch
1.00-2:40pm Meet the Manager sessions
2.40-2.55pm Q&A session
2.55-3.00pm Thank you and close
ASX

*ASX reserves the right to adjust the agenda according to speaker availability.

Information

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Testimonials

“I didn't know quite what to expect and was pleasantly surprised – a great start for me in getting back into more active portfolio management.”

Source: mFund seminar feedback, April 2016.

“Good presentations. Different aspects of investment portfolio (fixed income, multi-asset etc.) were very beneficial. Thank you for your effort!”

Source: mFund seminar feedback, May 2016.