ASX Australian
Investor Study 2017

On-exchange investments are more common than cash or property

• 62%

  on-exchange investments

• 56%

  cash

• 37%

  investment property

More and more young people are investing

• 10%

  20%

  18-24 year olds

  • 2012
  • 2017
• 24%

  39%

  25-34 year olds

  • 2012
  • 2017

Disconnect between investor risk profiles and their return expectations

• 21%

  of the most risk averse investors expect returns over 10%

• 81%

  of young investors want stable or guaranteed returns

• 60%

  of retirees want stable or guaranteed returns

Diversification is still not well understood

• 46%

  40%

  15%
  • diversified
  • not diversified
  • don't know

   

• 75%

  of share owners hold only Australian shares

Seeking financial advice

• 60%

  use professional advice to make investment decisions
  (i.e. financial planner, full-service stockbroker, accountant, lawyer)

• 45%

  use financial advice to make investment decisions
  (i.e. financial planner, full-service stockbroker)

Trading behaviours in the last 12 months

• 40%

  of on-exchange investors actively traded

• 65%

  of these, 65% traded online

• 71%

  of investors made fewer than 10 trades

Self managed super funds (SMSF)

• 15%

  of Australian adults claim to have SMSF

• 13%

  of Australian adults without a SMSF are planning to establish one within the next 12 months

Non-investors

• 84%

  of lapsed investors will invest again

• 41%

  intend to return in next 2 years