Picking winners overseas

As Australia’s growth profile slows, investors should keep increasing their international allocation.

Summary: As the Australian equity market is excessively weighted to the big banks and Australia’s growth profile is slowing, SMSF investors should accelerate their allocation to international stocks. The clearest growth cycle is the expansion of Asian consumerism, which will help multinational firms in industries such as fast food, pharmaceuticals, IT and communications.

Key take-out: Subject to risk tolerance or the desire for an income, an SMSF trustee should think about allocating 10 to 30 per cent of their equity investments to offshore markets.

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