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4 December 2024

Home / White Papers 2016

SMSF Investment Patterns Survey March 2016

SuperConcepts – Investment Patterns Survey, March 2016


This report on SMSF investing trends is more accurate than the ATO data because it looks at the actual asset classes rather than broad categories such as ‘managed funds’.

It shows SMSFs invest far more in global equities than the official data suggests, and they still have 30% invested in cash and fixed interest. SMSF trustees have also continued to reduce their exposure to the ASX’s top 10 stocks by market capitalisation as they maintain their search for greater yield and capital growth in a volatile market.

In the March 2016 quarter, investments in the ASX’s top 10 shares were significantly reduced from 20% of fund assets invested in 2015 to 14% at 31 March 2016. However, instead of investing in different asset classes, trustees are increasingly investing in mid and small cap stocks on the ASX.

 

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