Plan 2 Prosper

In this update, MLC’s Senior Investment Strategist John Owen looks at:

• monthly and one year returns for the MLC Australian Share Strategy
• the performance of the bond markets,
• and what it means for the MLC Balanced and Growth Funds.

You may or may not hold these specific funds but I believe the general information supplied will aid in your ongoing understanding.

View the April MLC Fund Performance Update video here.

Global share markets have continued to improve in 2010, despite the ongoing problems in Greece. In this update, MLC’s Investment Strategist Brian Parker looks at the latest economic data, globally and locally the RBA’s decision to raise the cash rate to 4.25%, and what it means for financial markets.

View Brian Parkers March market update video here.

Where to from here?

If you would like to discuss the topics raised in this video or if you would like more information, speak to your financial adviser or contact Dan Smith of Plan 2 Prosper on 07 49265 570.

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Dan Smith is self employed and is for many families their trusted Financial Planner based in Rockhampton. He has clients in various locations throughout Australia but predominately in Central Queensland and specifically the geographic area encompassed by the Rockhampton Regional Council.

This information is intended to only provide you with general information and, while the sources for the material are considered reliable, no responsibility is accepted for any inaccuracies, errors or omissions. Before making a decision based on this information, you must consider its appropriateness having regard to your objectives, financial situation and needs. We recommend you obtain professional financial advice specific to your circumstances.

Dan Smith and  Dancin Pty Ltd ABN 71 531 338 371 trading as Plan 2 Prosper are Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 trading as MLC Financial Planning, an Australian Financial Services Licensee, with its Registered Office at 105 – 153 Miller St, North Sydney NSW 2060

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Disclosure / Disclaimer:

Dan Smith and Plan 2 Prosper are authorised representatives of GWM Adviser Services Ltd ABN 96 002 071 749 trading as MLC financial Planning, Australian Financial Services Licensee (AFSL:230692). The articles being accessed may contain general information and general securities advice. Before making any investment decision on the basis of the articles, you should consider, with or without advice, the contents of the articles in light of your particular investment needs, objectives and financial circumstances.

This entry was posted on Monday, April 12th, 2010 at 9:23 am and is filed under Investment. You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.