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        Gold For Australian Investors: A Portfolio Diversifier With Staying Power

        Clive Maguchu, CFA
        Senior Strategist
        Robin Tsui, CPA, CAIA, CA
        APAC Gold Strategist

        In this paper we provide an outline of the primary benefits and drawbacks gold may offer portfolios relative to other major asset classes over the long run. We also present a case study to examine how including gold in a hypothetical multi-asset portfolio would impact its risk-return characteristics. Results from this case study highlighted that holding between 2% and 10% of gold between April 2010 and March 2025, improved the hypothetical portfolio’s cumulative return and lowered its maximum drawdowns, as compared to a portfolio without any gold-backed investments. These results may support the case for investors considering gold as part of a strategic allocation framework.

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