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Australian dollar (AUDUSD) currency hedging

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Knowing when to currency hedge part of your portfolio against the Australian dollar can seem very overwhelming.

AUD currency hedging: what’s normal?

Some financial advisers have rules like ‘hedge half’ of the overseas portfolio, some wait for 2 standard deviations (see below), some use the average currency (in the 70-cent range), the list of currency hedging rules goes on and on.

However, almost all good financial advisers agree that any bond, cash or fixed income (government bond) investments in overseas markets should be currency hedged — because having no currency hedging makes it a riskier position than it should be.

The following chart shows the very long-term movements of the Australian dollar (AUDUSD), plots two standard deviations (green lines) and shows you recent prices to see how close it is to the range.

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