BlackRock Diversified ESG Growth Fund (BAR0813AU) Report & Performance

What is the BlackRock Diversified ESG Growth Fund fund?

BlackRock Diversified ESG Growth Fund aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark by 1.30% p.a., after fees, over rolling3-year periods. The neutral portfolio benchmark comprises portfolio of published indexes, approximately 30% of which represent interest bearing assets and 70% of which represent growth assets.

  • Invests in various asset classes by investing in other pooled investment vehicles (‘Underlying Funds’), including those managed by us or other entities within the BlackRock Group.
  • Primarily invests via actively managed sector funds, each of which utilizes a disciplined active approach to investment management that aims to add value and control active risk.

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Latest News & Updates For BlackRock Diversified ESG Growth Fund

BlackRock Diversified ESG Growth Fund Fund Commentary November 30, 2023

The BlackRock Diversified ESG Growth Fund recorded a positive return for November of 3.29% (after fees). Global markets rallied over the month with broad-based gains across asset classes amid speculation that monetary tightening by central banks has begun to moderate. Investor sentiment was further supported by policy developments in China regarding their zero-COVID stance and softer inflation data across key economies. Performance was led by growth assets over the period, driven by Australian Equities, International Equities and Emerging Market Equities. Global Infrastructure realised modest gains in November. The Fund’s more defensive asset classes, namely Australian Inflation Linked Bonds, US Inflation Linked Bonds, Global High Yield and Australian Fixed Income, also outperformed over the month.

The defensive allocation to Gold modestly contributed to the Fund’s performance. On the active front, the Fund underperformed its diversified benchmark over the month by -0.99% (after fees). Stock selection within Global Equities, Emerging Market equities and Australian equities detracted from active returns over November. Global Property also underperformed its underlying benchmark, while Global Infrastructure and Global High Yield were relatively flat across the period. The Fund also invests in a global macro strategy that takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). This substrategy recorded positive active returns over the month.

READ HISTORICAL PERFORMANCE COMMENTARIES

Product Snapshot

  • Product Overview
  • Performance Review
  • Peer Comparison
  • Product Details

Product Overview

Fund Name APIR Code
? A Product Code is unique a identifier code issued by a group or governing body, to reference products in a large group. For an example, APIR codes are commonly used for Funds and Ticker codes are commonly used for Securities such as ETFs and Stocks.
Structure
?
Asset Class
? An Asset Class breakdown provides the percentages of core asset classes found within a mutual fund, exchange-traded fund, or another portfolio. Asset classes (in microeconomics and beyond) generally refer to broad categories such as equities, fixed income, and commodities.
Asset Category
? An Asset Category is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations. Asset categories (or a sub-asset class) are made up of instruments which often behave similarly to one another in the marketplace, looking down to the Asset Category level is important if looking to build a diversified portfolio.
Peer Benchmark Name
? A Peer Index (benchmark) refers to a peer group of investment managers who have the same investment style or category. It is used to compare the performance of one manager to their peer group, which makes it simpler for investors to choose between the vast number of investment managers.
Broad Market Index
? A Market Index (benchmark) refers to a hypothetical portfolio of investments that represents a segment, asset or category of an investable market. Market Indices are used to benchmark managers performance, to assist their style reliability and ability to provide excess returns.
FUM
? Funds/Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
Management Fee
? A management fee is a charge levied by an investment manager for managing an investment fund. The management fee is intended to compensate the managers for their time and expertise for selecting finanical products and managing the portfolio.
Performance Fee
? A performance fee is a payment made to an investment manager for generating positive returns. This is as opposed to a management fee, which is charged without regard to returns. A performance fee can be calculated many ways. Most common is as a percentage of investment profits, often both realized and unrealized. It is largely a feature of the hedge fund industry, where performance fees have made many hedge fund managers among the wealthiest people in the world.
Spread
? A spread can have several meanings in finance. Basically, however, they all refer to the difference between two prices, rates or yields. In one of the most common definitions, the spread is the gap between the bid and the ask prices of a security or asset, like a stock, bond or commodity. This is known as a bid-ask spread.
BlackRock Diversified ESG Growth FundBAR0813AUManaged FundsMulti-Asset61-80% Growth Assets - DiversifiedMulti-Asset - 61-80% Diversified IndexMulti-Asset Growth Investor Index769.83 M0.82%0.00%0.31%

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
BlackRock Diversified ESG Growth Fund1.21%4.62%17.87%4.81%6.72%6.98%9.06%8.17%-2.24%-14.26%-34.52%

Peer Comparison

Fund Name Peer Index Name
? A group of individuals who share similar characteristics and interests are called peer groups. Peer group analysis is an essential part of assessing a price for a particular stock in investment research. The emphasis here is on making a comparison, meaning that the peer group constituents should be more or less identical to the company being examined, especially in terms of their main business and market capitalization areas.
12 Months Excess Return
? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.
Excess Return Annualised Since Inception
? Excess returns are an important metric that helps an investor to gauge performance in comparison to other investment alternatives. In general, all investors hope for positive excess return because it provides an investor with more money than they could have achieved by investing elsewhere.
12 Months Alpha
? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market return over 12 months. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.
Alpha Annualised Since Inception
? Alpha is used in finance as a measure of performance, indicating when a strategy, trader, or portfolio manager has managed to beat the market annualized since inception. Alpha, often considered the active return on an investment, gauges the performance of an investment against a market index or benchmark that is considered to represent the market’s movement as a whole.
12 Months Beta
? Rolling 12Month Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).
Beta Annualised Since Inception
? Beta is a measure of the volatility—or systematic risk—of a security or portfolio compared to the market as a whole. Beta is used in the capital asset pricing model (CAPM), which describes the relationship between systematic risk and expected return for assets (usually stocks).
12 Months Tracking Error
? 12Month Tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark over the last 12 months. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.
Tracking Error Since Inception
? Since Inception tracking error is the difference in actual performance between a position (usually an entire portfolio) and its corresponding benchmark since inception. The tracking error can be viewed as an indicator of how actively a fund is managed and its corresponding risk level. Evaluating a past tracking error of a portfolio manager may provide insight into the level of benchmark risk control the manager may demonstrate in the future.
12 Months Correlation
? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.
Correlation Since Inception
? Correlation, in the finance and investment industries, is a statistic that measures the degree to which two securities move in relation to each other. Correlations are used in advanced portfolio management, computed as the correlation coefficient, which has a value that must fall between -1.0 and +1.0.
BlackRock Diversified ESG Growth FundMulti-Asset - 61-80% Diversified Index1.56%0.23%NA%NA%NA%0.991.35%1.66%0.980.98

Product Details

Fund Name Verifed by SMSF Mates Manager Address Phone Website Email
BlackRock Diversified ESG Growth FundYesPO Box N43, Grosvenor Place, Sydney NSW 122002 9272 2200https://www.blackrock.com/auishares.australia@blackrock.com

Product Due Diligence

What is BlackRock Diversified ESG Growth Fund

BlackRock Diversified ESG Growth Fund is an Managed Funds investment product that is benchmarked against Multi-Asset Growth Investor Index and sits inside the Multi-Asset - 61-80% Diversified Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The BlackRock Diversified ESG Growth Fund has Assets Under Management of 769.83 M with a management fee of 0.82%, a performance fee of 0.00% and a buy/sell spread fee of 0.31%.

How has the investment product performed recently?

The recent investment performance of the investment product shows that the BlackRock Diversified ESG Growth Fund has returned 1.21% in the last month. The previous three years have returned 4.81% annualised and 8.17% each year since inception, which is when the BlackRock Diversified ESG Growth Fund first started.

How is risk measured in this investment product?

There are many ways that the risk of an investment product can be measured, and each measurement provides a different insight into the risk present. They can be used on their own or together to perform a risk assessment before investing, but when comparing investments, it is common to compare like for like risk measurements to determine which investment holds the most risk. Since BlackRock Diversified ESG Growth Fund first started, the Sharpe ratio is NA with an annualised volatility of 8.17%. The maximum drawdown of the investment product in the last 12 months is -2.24% and -34.52% since inception. The maximum drawdown is defined as the high-to-low decline of an investment during a particular time period.

What is the relative performance of the investment product?

Relative performance is what an asset achieves over a period of time compared to similar investments or its peers. Relative return is a measure of the asset's performance compared to the return to the other investment. The BlackRock Diversified ESG Growth Fund has a 12-month excess return when compared to the Multi-Asset - 61-80% Diversified Index of 1.56% and 0.23% since inception.

Does the investment product produce Alpha over its Peers?

Alpha is an investing term used to measure an investment's outperformance relative to a market benchmark or peer investment. Alpha describes the excess return generated when compared to peer investment. BlackRock Diversified ESG Growth Fund has produced Alpha over the Multi-Asset - 61-80% Diversified Index of NA% in the last 12 months and NA% since inception.

What are similar investment products?

For a full list of investment products in the Multi-Asset - 61-80% Diversified Index category, you can click here for the Peer Investment Report.

What level of diversification will BlackRock Diversified ESG Growth Fund provide?

BlackRock Diversified ESG Growth Fund has a correlation coefficient of 0.98 and a beta of 0.99 when compared to the Multi-Asset - 61-80% Diversified Index. Correlation measures how similarly two investments move in relation to one another. This establishes a 'correlation coefficient', which has a value between -1.0 and +1.0. A 100% correlation between two investments means that the correlation coefficient is +1. Beta in investments measures how much the price moves relative to the broader market over a period of time. If the investment moves more than the broader market, it has a beta above 1.0. If it moves less than the broader market, then the beta is less than 1.0. Investments with a high beta tend to carry more risk but have the potential to deliver higher returns.

How do I compare the investment product with its peers?

For a full quantitative report on BlackRock Diversified ESG Growth Fund and its peer investments, you can click here for the Peer Investment Report.

How do I compare the BlackRock Diversified ESG Growth Fund with the Multi-Asset Growth Investor Index?

For a full quantitative report on BlackRock Diversified ESG Growth Fund compared to the Multi-Asset Growth Investor Index, you can click here.

Can I sort and compare the BlackRock Diversified ESG Growth Fund to do my own analysis?

To sort and compare the BlackRock Diversified ESG Growth Fund financial metrics, please refer to the table above.

Has the BlackRock Diversified ESG Growth Fund been independently verified by SMSF Mate?

This investment product is in the process of being independently verified by SMSF Mate. Once we have verified the investment product, you will be able to find more information here.

How can I invest in BlackRock Diversified ESG Growth Fund?

If you or your self managed super fund would like to invest in the BlackRock Diversified ESG Growth Fund please contact PO Box N43, Grosvenor Place, Sydney NSW 1220 via phone 02 9272 2200 or via email ishares.australia@blackrock.com.

How do I get in contact with the BlackRock Diversified ESG Growth Fund?

If you would like to get in contact with the BlackRock Diversified ESG Growth Fund manager, please call 02 9272 2200.

Comments from SMSF Mates

SMSF Mate does not receive commissions or kickbacks from the BlackRock Diversified ESG Growth Fund. All data and commentary for this fund is provided free of charge for our readers general information.

Historical Performance Commentary

Performance Commentary - August 31, 2023

The BlackRock Diversified ESG Growth Fund recorded a negative return for August of -0.26% (after fees). A downbeat economic picture across China and Europe and broad sell-off in global government bonds weighed on market sentiment. In terms of absolute performance, growth assets realised losses across the period, namely Global Equities, Australian Equities and Emerging Market Equities. The depreciation in the Australian dollar helped offset the fall in global share prices, with the unhedged allocation to Global Equities outperforming the hedged allocation. Global Infrastructure also detracted over the month, however Global Property contributed.

The Fund’s more defensive asset classes saw mixed performance over August. Australian Fixed Income, Australian Inflation Linked Bonds and Australian Investment Grade Corporate Bonds modestly contributed, while US Inflation Linked Bonds detracted over the month. The defensive allocation to Gold contributed across the period. On the active front, the Fund underperformed its diversified benchmark over the month by -0.11% (after fees). Global Equities was the largest detractor in August, particularly via the global fundamental strategy. which was hampered by stock selection in Information Technology and Utilities. The global systematic strategy also detracted across the period. Australian Equities modestly detracted over the month, as the Australian systematic strategy underperformed due to overweights in Financials and Utilities, and poor positioning in Communication Services.

The Fund’s tactical portfolio tilts contributed to active returns in August, while the global macro strategy which takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation) was roughly flat over the month. Global Property and Global Infrastructure were additive while active returns for Global High Yield were roughly flat across the period. Emerging Market Equities modestly contributed, driven by the Fund’s fundamental equities strategy which benefitted from stock selection.

Performance Commentary - July 31, 2023

The BlackRock Diversified ESG Growth Fund recorded a positive return for July of 2.15% (after fees). Markets trended higher and the global economy remained resilient despite headwinds from central banks which continued to lift policy rates. In terms of absolute performance, growth assets realised gains across the period, namely Global Equities, Australian Equities and Emerging Market Equities. Global Property and Global Infrastructure also contributed over the month. The Fund’s more defensive asset classes added to performance in July, including Australian Inflation Linked Bonds, Global High Yield Corporate Bonds, Australian Investment Grade Corporate Bonds and Australian Fixed Income. US Inflation Linked Bonds modestly detracted over the month, while the defensive allocation to Gold further contributed across the period. On the active front, the Fund modestly underperformed its diversified benchmark over the month by -0.04% (after fees). Australian Equities was the largest contributor in July, as the Australian systematic strategy benefitted from sector positioning across Materials and Financials, while machine learned Timing insights contributed.

The Fund’s global macro strategy added to alpha. This strategy takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). Global Infrastructure also modestly contributed while active returns for Global Property and Global High Yield were roughly flat across the period. Emerging Market Equities was the largest detractor from active returns in July, driven by the Fund’s fundamental equities strategy. Stock selection in Korea, India and China detracted, while positioning across Information Technology and Consumer Discretionary weighed on active performance. Global Equities modestly detracted over July, particularly via the global fundamental strategy, which was hampered by stock selection in Utilities and Industrials. This was partially offset via the global systematic strategy which outperformed over the period.

Performance Commentary - May 31, 2023

The BlackRock Diversified ESG Growth Fund recorded a negative return for May of -0.71% (after fees). Global markets were weaker over the month, with US debt ceiling uncertainty and softer economic data in China weighing on sentiment. In terms of absolute performance, growth assets were negative across the period, with losses driven by Australian Equities, Global Infrastructure and Global Property. Global Equities and Emerging Market Equities contributed in May from an unhedged perspective, supported by a narrow rally in mega-cap tech stocks and the depreciation of the Australian dollar.

The Fund’s more defensive asset classes detracted from performance, including US Inflation Linked Bonds, Australian Fixed Income, Global High Yield Corporate Bonds and Australian Investment Grade Corporate Bonds, as fixed income markets broadly declined. The defensive allocation to Gold added modestly over the month. On the active front, the Fund outperformed its diversified benchmark over the month by 0.10% (after fees). Emerging Market Equities was the largest contributor to active returns in May, driven by the Fund’s fundamental equities strategy.

Stock selection in Brazil and Taiwan contributed, while an overweight to Information Technology and stock selection in Healthcare were also additive. Australia Equities added to alpha, as the Australian systematic strategy benefitted from sector positioning. Global Property outperformed its underlying benchmark, primarily driven by security selection within the APAC region.

The Fund’s global macro strategy also contributed. This strategy takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). Global Equities detracted from alpha over May, particularly via the global fundamental strategy. A combination of stock selection in, and an underweight to Information Technology detracted the most from active returns, followed by stock selection in Consumer Discretionary. Global Infrastructure and Global High Yield also realised negative active returns across the period.

Performance Commentary - April 30, 2023

The BlackRock Diversified ESG Growth Fund recorded a positive return for April of 1.90% (after fees). Investor sentiment held steady over the month, with global markets grinding higher despite the uncertain outlook and mixed economic data. In terms of absolute performance, Growth assets realised gains across the period, with positive performance driven by Global Equities and Australian Equities. Global Property and Global Infrastructure also contributed in April. Although fixed income markets experienced intramonth volatility, the Fund’s more defensive asset classes were additive, which included Global High Yield Corporate Bonds, Australian Investment Grade Corporate Bonds and Australian Fixed Income.

The defensive allocation to Gold and Cash further contributed over the month. On the active front, the Fund outperformed its diversified benchmark over the month by 0.04% (after fees). The Fund’s global macro strategy (implemented through the BlackRock Tactical Opportunities Fund) was the largest contributor to active returns in April. This strategy takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). Australia Equities added to alpha, particularly via the Australian systematic strategy (implemented through the BlackRock Australian ESG Alpha Tilts Fund). Gains came from a number of sectors, including Materials and Financials, while overweights in Real Estate and Industrials further contributed. Global Property also outperformed its underlying benchmark, primarily driven by security selection within the Americas region, namely US Healthcare and Consumer REITS although partially offset by Industrials.

Global High Yield contributed while Global Infrastructure was relatively flat across the period. Emerging Market Equities detracted from alpha, driven by the Fund’s fundamental equities strategy (implemented through the BGF Emerging Market Sustainable Equity Fund). Stock selection within China and Taiwan and an underweight to Saudi Arabia weighed on active returns. Global Equities also modestly underperformed.

Performance Commentary - March 31, 2023

The Fund employs BlackRock’s climate-aware capital market assumptions, or long-term estimates of asset class expected return and expected risk, as a key input into the portfolio’s design. This enables the manager to incorporate its assessment of the expected impact of climate change on asset classes into the Fund’s strategic asset allocation process. The Fund’s investment strategy accesses various asset classes by investing in other pooled investment vehicles (Underlying Funds), including those managed by us or other entities within the BlackRock Group. The strategy invests across a range of active and index investment strategies to construct the portfolio’s strategic asset allocation. Each active strategy utilises a disciplined approach to investing that aims to add value over the strategic allocation, whilst controlling risk. In addition to long only active funds, Underlying Funds may also include exposure to a diversified range of absolute return strategies seeking the Fund’s overall performance objective. The selection of an Underlying Fund for inclusion in the strategy is the result of a comprehensive due diligence process. The assessment of ESG considerations is considered in the due diligence process for selection of Underlying Funds.

Performance Commentary - February 28, 2023

The BlackRock Diversified ESG Growth Fund recorded a negative return for February of -0.72% (after fees). Markets sold off over the month and investors faced several headwinds as strong economic data drove a repricing higher in interest rates. In terms of absolute performance, the Fund’s more defensive asset classes, namely Australian Inflation Linked Bonds, US Inflation Linked Bonds, Australian Fixed Income and Global High Yield, experienced losses as the sharp rise in rates saw bond prices fall. The defensive allocation to Gold also detracted. Growth assets declined over the period, including Australian Equities, Global Equities and Emerging Market Equities. The depreciation in the Australian dollar helped offset the fall in global share prices, with the unhedged allocation to Global Equities outperforming the hedged allocation.

Global Property realised gains over the month, while Global Infrastructure was relatively flat. On the active front, the Fund outperformed its diversified benchmark over the month by 0.42% (after fees). Global Equities was the largest contributor to active returns over February, driven by active positioning within the Fund’s allocation to global systematic equities (implemented through the BlackRock Sustainable Advantage World Equity Fund). The Sentiment complex, generic momentum and revisions signals delivered robust results as the Fund was well positioned to take advantage of the momentum trade. Australia Equities added to alpha, particularly via the Australian systematic strategy (implemented through the BlackRock Australian ESG Alpha Tilts Fund). Gains came from a number of sectors, including overweights in Consumer Discretionary (hotels, restaurant and leisure) and Real Estate (office REITs). Overweights in Financials (capital markets, insurance, and services) were also additive. Global Property also outperformed its underlying benchmark, primarily driven by the APAC region given an overweight to Australian Communications which benefited from strong earnings and a positive tenant outlook. Global Infrastructure and Global High Yield were relatively flat across the period. The Fund also invests in a global macro strategy (implemented through the BlackRock Tactical Opportunities Fund) that takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). This sub-strategy recorded positive active returns over the month.

Performance Commentary - December 31, 2022

The BlackRock Diversified ESG Growth Fund recorded a positive return for the quarter of 5.22% (after fees). Global markets rose over the final quarter of 2022, supported by the unwinding of China’s zero-COVID policy and softer inflation data. However, growing recession fears ahead of 2023 saw both growth and defensive assets retrace gains in December. Growth assets performed strongly over the quarter, with positive performance driven by Australian Equities, International Equities and Emerging Market Equities. Global Infrastructure realised modest gains in Q4, while Global Property was roughly flat across the period. The Fund’s more defensive asset classes, namely Australian Inflation Linked Bonds, US Inflation Linked Bonds, and Global High Yield, also outperformed over the period.

The defensive allocation to Gold contributed to the Fund’s performance. On the active front, the Fund modestly outperformed its diversified benchmark over the quarter by 0.01% (after fees). Stock selection within Global Equities and Australian equities detracted from active returns over Q4, which was partially offset by active positioning within Emerging Market equities. Global Property also underperformed its underlying benchmark, while Global High Yield contributed to alpha across the period. The Fund also invests in a global macro strategy that takes overweight and underweight positions across asset classes and regions (i.e. tactical asset allocation). This sub-strategy contributed over the quarter.

Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner
  • SMSF Mate provides a unique insight into superannuation and financial topics in a way that is easier to understand than conventional websites. The colloquial nature of the site makes it easy to understand and they often speak about complicated topics in lamens terms so I can wrap my head around them. The investment product information is a great way to research funds that I am interested in investing in with my SMSF and there is a lot of helpful information on the site for better structuring my investment portfolio. In comparison to other websites which offer similar information, SMSF Mate excels as the information is free to access whereas many other sites charge a subscription fee for the same thing. Overall, I think SMSF Mate is a great resource for SMSF trustees and is worth looking at for a variety of super-related topics. Thanks.

    Tim B, Business Owner, SMSF Trustee