REPORT: SMSFs - The big missed opportunity
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ATO data shows many SMSF portfolios remain heavily concentrated often leaving them exposed to concentration risk, potentially limiting their potential for long-term, risk-adjusted returns.
This report compares the average SMSF with institutional portfolios, and provides specific opportunities for SMSFs to increase their diversification.
It is intended for sophisticated investors. Download it for free.
Institutions turn to private market funds to find better return potential, with improved diversification & lower return volatility.
Look at the difference between a traditional retail portfolio and
a typical institutional portfolio.