Certitude Global Investing Intentions Index

March 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 March 2014 via online surveys (you can also view previous months’ CGIII results:).

Key Findings

#1
Net demand for international assets increased in March by 15% – the Certitude Global Investing Intentions Index sits at 177, up from 154 in February.

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#2
The net proportion of investors planning to invest in international shares increased to 16% in March. Meanwhile the proportion intending to allocate to domestic shares decreased to 23%.

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#3
Equities remains a strongly preferred asset class for those looking to invest offshore – 81% name it as the asset class they are interested in. Hedge funds saw a marked increase with 7% of investors interested in the asset class when allocating offshore.

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#4
More investors are looking to gain global exposure via actively managed funds (39%) than through directly purchasing shares of global companies (which decreased 4 percentage points to 35%).

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#5
The three most commonly cited barriers to investing internationally are market volatility (24%), lack of knowledge (22%) and exchange rate volatility (22%).

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#6
The US/North America remains the most popular region for investors looking offshore, rising 5 points to 48%. International funds covering multiple regions is the second most popular (stable at 28%), followed by Asia (23%) and Western Europe (22%).

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KEY FINDING #1

Net demand for international assets increased in March by 15% – the Certitude Global Investing Intentions Index sits at 177, up from 154 in February.

KEY FINDING #2

The net proportion of investors planning to invest in international shares increased to 16% in March. Meanwhile the proportion intending to allocate to domestic shares decreased to 23%.

KEY FINDING #3

Equities remains a strongly preferred asset class for those looking to invest offshore – 81% name it as the asset class they are interested in. Hedge funds saw a marked increase with 7% of investors interested in the asset class when allocating offshore.

KEY FINDING #4

More investors are looking to gain global exposure via actively managed funds (39%) than through directly purchasing shares of global companies (which decreased 4 percentage points to 35%).

KEY FINDING #5

The three most commonly cited barriers to investing internationally are market volatility (24%), lack of knowledge (22%) and exchange rate volatility (22%).

KEY FINDING #6

The US/North America remains the most popular region for investors looking offshore, rising 5 points to 48%. International funds covering multiple regions is the second most popular (stable at 28%), followed by Asia (23%) and Western Europe (22%).

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