OneVue SMSF asset allocations survey December 2015

Managed funds rise 5.10% to become 28% of portfolios

The popularity of managed funds with OneVue SMSF investors has reached the highest level ever, with more than a quarter choosing this asset class for the first time, according to trend statistics monitored in a quarterly survey by OneVue.

“A key outcome of the survey is investors are flocking back to managed funds – an asset class that has not recently been top of mind with trustees in SMSF assets that we administer,” said Brett Marsh, Head of Product and Transactions, OneVue.

“The popularity of managed funds with SMSF investors has reached the highest level ever in these surveys of OneVue SMSF clients, with more than a quarter choosing this type of asset management for the first time.”

OneVue’s SMSF administration service manages investment data for SMSFs that are mainly receiving professional advice. Below is a summary of where these SMSF portfolios are invested and how those asset allocations changed over the last year.

For the December quarter 2015, investment in managed funds (unitised trusts) by trustees rose by 5.10% to 28.19%, (compared to the March quarter of 2015). This asset class is now the biggest for OneVue SMSF advice investors and also posted the largest rise over the period.

By comparison, the biggest drop was posted by listed shares which fell 4.89% to 21.53% for the December quarter 2015 over the same period. Investment in cash and term deposits also fell by 0.34% to 19.93%.

OneVue is one of the few administrators that record residential property loans within the SMSF portfolios and these loans fell by 0.74% over the year to -5.17% of assets.

Investment in direct property fell to 7.83%, down 1.54% over the period. Listed trusts rose 0.93% to 1.05% of assets.

“The reduction in traditional asset classes for SMSFs – cash, direct shares and property – and their replacement with managed funds and SMAs (self-managed assets) indicates the professionalism that has come in developing portfolios,” said Mr Marsh.

“There’s a world of difference between holding a small number of bank/mining stocks and utilising a professionally managed share portfolio via a managed fund or SMA. This level of professionalism in portfolio management is a necessity for trustees, as they are likely to weather even more years of market volatility.”

Because OneVue SMSFs are mainly advised by financial planners and accountants, their portfolio allocations may differ from those of Mum & Dad SMSF portfolios.

For further information contact:

Brett Marsh

Head of Product and Transactions

02 8022 7427
0422 841 195

Distributed by Chris Hocking Strategies    0418 603 694

About OneVue Holdings Limited (ASX: OVH)

OneVue is a middle to back office provider of superannuation and investment management solutions. OneVue has a diversified revenue base across two operating businesses: Platform Services and Fund Services. OneVue was winner in 2014 for Best Online SMSF and winner in 2013 for SMSF Providers Premium Service. In 2015 OneVue was a finalist for SuperRatings Rising Star.

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