Hamilton12

Hamilton12 is pleased to invite you to a webinar covering the quarterly performance of the Hamilton12 Australian Shares Income Fund. The webinar will be hosted by Chief Investment Officer Dr Jason Hall and there will be an opportunity to ask questions. Register here 👉 https://lnkd.in/gvtaadf2 For more visit hamilton12.com

📣 The November update is now available for the Australian equity fund tailored for Australian superannuation funds, foundations, charities, and tax-exempt investors. Harnessing the systematic, evidence-based approach of our S&P Dow Jones Indices calculated index — live since 13 November 2020 and validated back 24 years to 8 September 2000 — we are pleased to report that our investment strategy continues to meet its objectives. It does so while maintaining diversification across industry sectors and without incurring incremental risk compared to the S&P/ASX 200. 👏 Explore more about the Hamilton12 Australian Shares Income Fund and the S&P Dow Jones Indices calculated Hamilton12 Australian Diversified Yield Index 👉 hamilton12.com K2 Asset Management Ltd S&P Global S&P Dow Jones Indices

📣 The October update is now available for the Australian equity fund tailored for Australian superannuation funds, foundations, charities, and tax-exempt investors. Harnessing the systematic, evidence-based approach of our S&P Dow Jones Indices calculated index — live since 13 November 2020 and validated back 24 years to 8 September 2000 — we are pleased to report that our investment strategy continues to meet its objectives. It does so while maintaining diversification across industry sectors and without incurring incremental risk compared to the S&P/ASX 200. 👏 Explore more about the Hamilton12 Australian Shares Income Fund and the S&P Dow Jones Indices calculated Hamilton12 Australian Diversified Yield Index 👉 hamilton12.com K2 Asset Management Ltd S&P Global S&P Dow Jones Indices

🔍 Looking for high-performing equity funds? Consider maximum relative drawdown alongside alpha. At Hamilton12, we believe investors should weigh multiple factors when selecting investment funds. New research highlights that combining maximum relative drawdown with alpha can be an effective metric for identifying strong equity funds. 📉 What is Maximum Relative Drawdown? It’s the worst trailing performance relative to the benchmark over a period, highlighting potential downside risk. ⚠️ Why is it important? While alpha measures risk-adjusted returns, drawdown shows how much an investor could lose during underperformance. 📈 What does the research show? Studies of U.S. and Australian equity funds indicate that funds with high alpha and low drawdown outperform those with high alpha and high drawdown. 📌 Our Findings Our analysis of Australian equity funds over the last 20 years reinforces these insights. Funds with high alpha and low drawdown delivered an average annual return of 0.9% above the benchmark, while those with high drawdown fell behind by 0.7%. 💡 Key takeaway: Considering maximum relative drawdown alongside alpha can improve fund selection outcomes and manage downside risk. Read Dr Jason Hall's full analysis on maximum relative drawdown in fund selection on Livewire Markets or watch the interview with Andrew Geoghegan on ausbiz. Livewire article 👉 https://lnkd.in/g6CarY8T ausbiz interview 👉 https://lnkd.in/gBAaCcWF

Hamilton12 was pleased to participate in the IBR Conferences Pty Ltd 6th Annual Asset Allocation Strategies Forum in Sydney this week. It was a fantastic opportunity to engage in discussions that influence strategic asset allocation for various investor needs. Our Managing Director, Richard McDougall, joined a panel session moderated by Geoff Warren alongside, Jeronimo Harrison, Jonathan Chung, and Michael Berg, discussing asset allocation strategies for accumulation versus pension members. One key theme that emerged was the benefit of greater allocations to Australian equities, supported by dedicated, zero-tax active management strategies to optimise exposure to franking credits - an increasingly relevant consideration for after-tax returns. Special thanks to Jay Nair and IBR Conferences Pty Ltd for hosting such a valuable and expertly organised event. These forums are essential for advancing knowledge across the investment management landscape, and we look forward to more collaborative discussions.

🌐 Missed Our Quarterly Webinar? Watch the Replay! Thank you to everyone who joined us for Hamilton12’s quarterly webinar. If you missed it, the replay is now available. 📺 In addition to our regular agenda, we highlighted two key areas: 🏆 Higher After-Tax Yields with Franking Credits: How different investor types can benefit from franking credits for potentially higher after-tax returns. 📈 Performance Expectations: When our investment strategy is expected to outperform or underperform relative to the benchmark. 👉 Watch the replay to catch up!

📣 The September update is now available for the Australian equity fund tailored for Australian superannuation funds, foundations, charities, and tax-exempt investors. Harnessing the systematic, evidence-based approach of our S&P Dow Jones Indices calculated index — live since 13 November 2020 and validated back 24 years to 8 September 2000 — we are pleased to report that our investment strategy continues to meet its objectives. It does so while maintaining diversification across industry sectors and without incurring incremental risk compared to the S&P/ASX 200. 👏 Explore more about the Hamilton12 Australian Shares Income Fund and the S&P Dow Jones Indices calculated Hamilton12 Australian Diversified Yield Index 👉 hamilton12.com K2 Asset Management Ltd S&P Global S&P Dow Jones Indices

Hamilton12 is pleased to invite you to a webinar covering the quarterly performance of the Hamilton12 Australian Shares Income Fund. The webinar will be hosted by Chief Investment Officer Dr Jason Hall and there will be an opportunity to ask questions. Register here 👉 https://lnkd.in/geTX_jEB For more visit hamilton12.com #equityincome #superannuation #taxexempt #foundations #charities #notforprofits

🎉 Exciting News! Hamilton12 Partners with Probus 🎉 We are thrilled to announce that Hamilton12 has been appointed as an approved partner for the Probus South Pacific Member Benefits Scheme! Probus is a community organisation that fosters friendship, fellowship, and fun for retirees across Australia and New Zealand, helping members stay active and connected during their retirement years. We understand how crucial a sustainable income is for retirees. As part of this partnership, we’re offering Probus members exclusive access to our Australian Shares Income Fund that focuses on sustainable income and after-tax returns. If you're a Probus member, reach out to us at info@hamilton12.com to learn more about the offer available to you. #Hamilton12 #Probus #Partnership #Retirement #SustainableIncome

🌟 Webinar Invitation: Tax Aware Investing 🌟 Hamilton12 is thrilled to extend an invitation to our upcoming webinar. Join Co-founders Dr Jason Hall and Richard McDougall as they explore the vital aspects of after-tax investment returns and their impact on effective investment strategies. 📅 Date: Wednesday, 9 October 2024 ⏰ Time: 12pm AEDT / 11am AEST / 10:30am ACST / 9am AWST 📍 Location: Online via Zoom Seminar Highlights: 1. The Importance of After-Tax Investing: Learn about the significance of evaluating investments based on returns after taxes. 2. Limitation of Index Funds: Understand why passive funds mirroring the S&P/ASX 200 or 300 might not be the best choice for every investor on an after-tax basis. 3. Maximising Returns with Franking Credits: Explore the often-overlooked tax benefits of franking credits and how they can significantly impact returns for Australian resident investors. 4. Evidence-Based Systematic Investing: Discover how a data-driven strategy can outperform the market and most intuition-based decisions in the long run. 5. Introducing the Hamilton12 Australian Shares Income Fund: Look at our strategic solution designed to offer diversification and tax efficiency, aligning with the needs of sophisticated investors. This seminar is an invaluable opportunity for investors looking to optimise their investment strategies with a keen eye on after-tax returns. Register now via the link below to secure your spot and gain insights into making tax efficient investment choices.