"Back to Basics" Index investment

Sonray Capital Markets Back to Basics Index investment service provides our clients with the tools for long-term wealth creation. In a period where chaos in equity markets have seen many complicated opaque investment strategies underperform, our strategy brings to the client the key attributes that have always been the foundation of sound investment practice.

• Flexible diversified index style investment utilising ASX listed exchange traded fund (STW)
• which enables clients to obtain exposure to Australia’s 200 largest and most liquid publicly listed stocks
• Low-cost margin lending (via third party †)
• Ongoing, dynamic and conservative debt management
• Market-making relationships allow 24-hour contributions and withdrawals*
• Ownership of all assets lies with the client

Quality Investment – SPDR S&P / ASX 200

Our clients will invest in the SPDR S&P/ASX 200 Exchange traded fund (“STW”). This instrument is traded on the Australian Stock Exchange (ASX) and tracks the movement of the top 200 Australian stocks. The underlying stocks are weighted according to their size and the client receives distributions reflecting all the dividends and franking credits attached to the underlying stocks. It is a simple and effective method of having an exposure of blue chip stocks with the added advantage of being traded on the market like a normal equity. Research has consistently shown that the majority of fund managers do not beat the benchmark ASX 200 index and we believe that investment in these low-cost index tracking products should be considered.

Successful Investment

The key to successful investment is to avoid the herd mentality and to buy quality assets when they have been discounted and similarly increase market exposure in uptrending markets with proper debt level maintenance. This debt management is rarely part of an investor’s plan and is key to wealth creation.

Recent market events have led investors worldwide to get back to the fundamentals that have always worked. The Sonray Back to Basics Index investment approach applies those fundamentals together with dynamic and conservative debt management principles to create a strategy that should be a key part of your portfolio.

Like to know more? 

If you would like to know more about the "Back to Basics" investment initiative contact a Sonray Financial Adviser today on 1800 010 582 

† Please note that Sonray is not an issuer of margin loans, however we are able to assist in the establishment of a margin loan account through St George Bank. If you have an existing margin loan with St George Bank, Macquarie Bank or Leveraged Equities, this may be used to implement the investment disclosed in this document.

* Contributions and withdrawals outside ASX trading hours only available for amounts in excess of $200,000.