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Australia continues to have one of the highest levels of share ownership in the world. In this section, we provide a variety of education material that explains the role equities play in a portfolio, and why now may be a good time to invest in this asset class.

Understanding equities

Equities at a glance

This one page document is a useful tool which can be used with clients to help explain the role equities play in an investment portfolio. It also explains the benefits and risks of investing, and how they compare to other asset classes.


Booklet and presentation pack

This booklet and presentation pack with speaker notes have been produced for advisers who are looking for a more in-depth explanation of the asset class. The documents provide an overview of why an investor would invest in equities, their risk and return characteristics, how they fit into a broader portfolio, and how performance is measured.


Presentation pack

Speaker notes


The case for investing in Australian equities

Client brochure

This 2 page document, which can be used with clients, provides a concise overview of very compelling reasons for investing in the asset class. While many investors know that Australian equities provide the potential for strong capital growth over the long-term, dividend returns are often overlooked as an equally important source of performance.



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