Most fund managers had a strong year in FY2018, but past bumper years when MTAA invested heavily in so called ‘low risk’ illiquid assets provide a warning in less fortuitous markets.
Tag Archives | managed funds
SMSFs have long lagged institutional superannuation funds in allocating to global equities, but SMSFs trustees increasingly realise the best opportunities lie overseas, and they use managed funds as the vehicle.
S&P’s SPIVA (index versus active) data now spans 15 years of data on the performance of Australian managed funds. This study illuminates returns from sectors and styles, and investment lessons learned from it.
Despite advances in technology in many parts of asset management, that most fundamental step – the application process – often bewilders investors. Time for the industry to step up and coordinate a solution.
UCITS may be an unknown structure to most Australian investors, but it has been an amazing success around the world, and a special ASIC exemption may increase its use in Australia with easier access to the same system.
After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don’t pay up for simple market exposure.
Improving financial literacy and capitalising on the changing investment trends of SMSF trustees, are big opportunities for financial advisers, according to two recent surveys.
Comparing investments based on management fees alone ignores the value the manager may bring, and may also overlook hidden costs. Investors should be aware what other charges can be imposed on their savings.
Deciding whether managed funds or listed investment companies go better within super or out of it comes down to an investor’s own preferences and situation. This comparison will help explain the differences.
Australian investors may be wary of the European share market with Greece and Brexit in the news, but there’s a good investment and diversification case, with access now made easier by Europe equity ETFs listed on the ASX.
The latest Exchange Traded Funds Report highlights the growing popularity and demand for ETFs from investors and advisers. It also flags an opportunity for actively-managed exchange traded funds in the coming year.
Although ETFs and LICs are growing in popularity, managed funds are far from disappearing. The future of wealth management will likely include strong demand for all three investment structures.
Promoters of different investment structures obviously extol the virtues of their own products and highlight the weaknesses of others. What’s interesting is that a weakness can also be a strength.
A new listed active managed fund is breaking ground with a structure designed to solve the shortcomings of existing listed investment options. It may not be the perfect product for everyone but others will follow.
Looking at the success and domination of Amazon, Google and Apple makes you wonder if the wealth management industry could experience the same type of market disruption as other industries have.
Many brokers and fund managers have not yet joined the ASX’s Managed Fund Settlement Service, mFund. One fund manager explains why they took the leap and their early experiences.