INVESTMENT

SOLUTIONS

Baseline’s primary objective
is to provide our clients with
a solution that is tailored to
their specific needs in terms of
expected returns, risk tolerance,
future liquidity requirements,
and potential tax and legal restrictions.
Our team identifies a risk profile that best matches clients’ specific objectives and chooses investment options based on their needs.
STOCKS
The most common asset classes are stocks in a company.
When buying a stock or equity, an investor is buying a piece of the company as a share. Choosing which company to invest in is a matter of choice. At Baseline, we recommend investors opt for high performing and high potential companies that they can believe in. Our expert team of analysts can provide details and recommendations of high-growth opportunities.  
Contact Baseline today for your stock investment needs.
Baseline’s team can provide expert advice on all aspects of investment strategy and management. 
Our team can recommend single stocks of companies we follow and know well, others that are capital efficient or those which we believe are potential takeover targets and thus represent a good opportunity for a well-timed investment.
With our support, clients can expect to access high return opportunities by investing in high performing companies.
REITS
Real estate funds can play a role in diversifying a portfolio and providing a measure of protection against the risk of inflation.
One such fund is a real estate investment trust, or REIT, a company that owns or finances income-producing real estate in multiple sectors, and is often traded on major stock exchanges. REITS are a relatively straightforward way to include real estate investment in a diversified portfolio. REITS are an appropriate real estate investment vehicle for many investors.
The expert team of Baseline is fully equipped to advise on these and to devise an appropriate investment strategy for you.
REITs offer:
  • Total return
  • High, steady dividends
  • Long-term performance
  • Liquidity
  • Transparency
  • Diversification
  • Reduced risk
COMMODITIES
Trading commodities has a long history, a far longer one than stocks and bonds.
The economies of ancient civilizations were based on trading materials and today commodities remain important assets. They can offer superior returns, but they are also a more volatile asset class. Even so, they represent a key way for investors to diversify their portfolio. They can be a particularly good option for investors looking to protect their portfolios from inflation because commodity prices typically rise when inflation is accelerating. Investing in precious metals and energy products can offer clients a measure of protection from the effects of rising prices.
MUTUAL FUNDS
A mutual fund is a pool of funds collected from investors that are invested into stocks, bonds, money market instruments and other securities.
These funds are controlled by professional money managers who distribute the money to produce capital gains or income for individual investors.
Like other kinds of funds, such as ETFs, mutual funds provide more diversification than an individual security. They allow investors to create an investment portfolio gain from investment types or asset classes they may not invest in individually – with less risk.
Investing in individual companies and hedging them with other individual investment purchases can prove costly. Mutual funds that invest in a range of underlying investment types allow for a less expensive way to diversify a portfolio with a single purchase.
Mutual funds can offer benefits that you cannot get from traditional stocks and bonds, including:
  • High diversification
  • Fair pricing
  • Hands-on management
  • Risk reduction
  • Higher liquidity
 
Mutual funds managers decide what to buy and sell within the fund, allocating fund assets and working to produce capital gains or income for investors. These managers research securities and create investment strategies for a variety of funds, each with its own risk profile and other investing criteria options for holders to choose from.
EXCHANGE TRADED FUNDS
An exchange-traded fund, or ETF, is a security that tracks a commodity, bonds, basket of assets, or index, and is traded like a stock on a stock exchange.
With a high daily liquidity, meaning they are easy to trade, and lower fees than mutual fund shares, they experience daily price changes as they are bought and sold. ETFs are a very popular alternative for investors as they offer a low-cost opportunity to invest, tend to be more tax efficient, and can be bought and sold easily. ETFs:
  • Replicate the performance of a mutual fund at a fraction of the cost
  • Help with diversification of portfolios
  • Are passive investment funds
  • Track a wide range of stocks
  • Tap into regional and international markets
 
Baseline utilises ETFs in mature markets and sectors where it can be difficult to find individual fund managers consistently beating their benchmark. 
FOREX
Forex, also known as foreign exchange or FX trading, is the global electronic trading of different currencies.
It works in the same way a stock market provides a platform to buy and sell stocks, with currencies bought and sold in pairs.
In the forex market, one would borrow one currency to buy another currency and close the transaction for profit or loss later. A profit occurs when the currency that was purchased increases in value compared to the currency used to buy it.
The forex markets are in operation 24 hours a day and 5 days a week, allowing investors and traders a lot of freedom. Trading on margin is allowed in this market. This allows participants to increase investment amounts without having capital. Foreign exchange trading can be lucrative but it is also highly speculative and complex, and as such is not usually considered suitable for inexperienced investors.