Certitude Global Investing Intentions Index

September 2014

Current index: 177 About the Index

The Certitude Global Investing Intentions Index measures Australian investors’ current appetite for investing in overseas assets

The index is based on: Australian actively engaged investors (investors who have assets in addition to home and compulsory super); the relative proportion of investors intending to increase their exposure to overseas assets over the next quarter, relative to those intending to decrease overseas exposure; and figures above 100 indicate more prospective ‘buyers’ than ‘sellers’ of overseas assets.

This survey data was collected in September 2014 via online surveys (you can also view previous months’ CGIII results:).

Key Findings

#1
The CGIII went up significantly in September, from 169 in August to 177 in September. This is the highest level since April this year, indicating that Australian investors’ appetite for investing in overseas assets is increasing.

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#2
20% of investors plan to increase their exposure to international shares, up 1% pt from 19% last month, whereas only 3% (steady) plan on reducing their exposure.

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#3
The most popular overseas markets Australians would currently like to invest in are the US/North America (52%, up 10% pts) and international funds covering multiple regions (36%, up 5% pts).

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#4
The proportion of investors interested in investing in equities for their overseas exposure increased by 7% pts to 85%, a significant rise.

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#5
More investors want to gain international exposure via actively managed international funds (44%, up 5% pts) than in August, and 37% (down 6% pts) say that they will increase their investment in the next 3 months.

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KEY FINDING #1

The CGIII went up significantly in September, from 169 in August to 177 in September. This is the highest level since April this year, indicating that Australian investors’ appetite for investing in overseas assets is increasing.

KEY FINDING #2

20% of investors plan to increase their exposure to international shares, up 1% pt from 19% last month, whereas only 3% (steady) plan on reducing their exposure.

KEY FINDING #3

The most popular overseas markets Australians would currently like to invest in are the US/North America (52%, up 10% pts) and international funds covering multiple regions (36%, up 5% pts).

KEY FINDING #4

The proportion of investors interested in investing in equities for their overseas exposure increased by 7% pts to 85%, a significant rise.

KEY FINDING #5

More investors want to gain international exposure via actively managed international funds (44%, up 5% pts) than in August, and 37% (down 6% pts) say that they will increase their investment in the next 3 months.

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