ETFs

The ETF sector is experiencing rapid expansion worldwide, showcasing notable growth in both domestic and international markets.

What are Exchange-Traded Funds (ETFs)?

An Exchange-Traded Fund (ETF) is an open-ended investment fund that is listed and traded on stock exchanges. They have gained popularity as investment vehicles due to their straightforward nature, similar to stock trading, and cost-efficiency in executing various investment strategies.

ETFs encompass a broad range of assets, including equities (both from Australian and international markets), fixed income securities, currencies, and commodities. They also offer multi-asset solutions suitable for different risk appetites.

Typically, most ETFs are designed to replicate the performance of a particular index or asset class, known as passive ETFs. On the other hand, active ETFs, also referred to as exchange-traded managed funds, aim to outperform an index, seeking to achieve higher returns than a specified benchmark.

ETFs are divided into two primary categories: ‘physical’ and ‘synthetic’. Physical ETFs generally hold all or most of the securities in a given index. Synthetic ETFs, however, often use derivatives (like options, swaps, futures) to mimic the performance of a specific asset or index.

WHY CHOOSE US

“AMT Management is widely recognized for its cautious investment guidance and comprehensive market analysis, serving as a key contributor to wealth accumulation for many investors across generations.”

AMT Management Advisory Procedure

Our advisory method is structured and predictable, leaving no room for unforeseen events.

Stage 1: Initial Consultation

Your first meeting with an AMT Management Financial Planner is dedicated to comprehending your current financial status, future lifestyle aspirations, and your financial and investment objectives.

Stage 2: Financial Profiling

Your planner will construct a comprehensive financial profile for you, with a keen focus on your risk tolerance.

Stage 3: Custom Financial Plan

Your planner will prepare a Statement of Advice, a detailed guide mapping out your individual financial path, inclusive of tailored advice, financial, and investment suggestions.

Stage 4: Plan Execution

Putting the advice and recommendations into action is a joint endeavor, involving coordination with other experts such as accountants, while keeping you engaged throughout the process.

Stage 5: Ongoing Evaluations

Changes in the market or your personal life may call for revisions to your plan and progress check-ins. During scheduled reviews, your planner might recommend changes to your portfolio to ensure your investment and financial strategies remain in sync with your evolving financial and lifestyle objectives.