Depending on the type of fund you use and whether you pay for advice, there is a large difference in the size of fees. It might be worth paying for extras but choose the fund and advice level that suits you.
Tag Archives | returns
Morningstar’s full report on asset class returns for all terms out to 10 years updated to 31 December 2017, plus standard deviations (volatility) of returns in each asset class, a ‘risk’ measure often overlooked by investors.
How was your asset allocation last year? Take a look at every financial year since 1998 and there’s no pattern. Please complete our quick survey on the best and worst for 2017/2018.
Long gone are the days when ‘passive’ investing meant simply replicating a cap-weighted index, especially with the surge in ‘active’ and ‘factor-based’ funds such as smart beta. We need more nuanced definitions.
Morningstar’s asset class gameboard for 2015 updates how each asset class has performed over the last 20 years, and shows that no single asset class consistently outperforms the others.
It has always been an anomaly of the Australian financial system that retail investors have not had ready access to high quality corporate bonds. Listed XTBs address this, with floating rate notes also coming soon.
Investing in hedge funds is one of the more polarising topics in the investment world, with strongly-held views at each end of the spectrum. Part 1 of this two-part series looks at the advantages of these ‘alternatives’.
Whilst the latest cut in the target cash rate to 2.25% is a positive move for equity investors, it’s a negative for savers, especially retirees living off the income generated by their term deposits.