portfolio Insights

Last month, we set out why the worst performing funds in recent times, can be amongst the winners in the future (see here). In summary, Research Affiliates showed that the top 10% of US managed funds over a three year period …

If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the past, you might think I was crazy. But one …

The LIC sector is a fascinating market to operate in. Sometimes IPOs are well supported and discounts to NTA narrow, and at other times (such as now) the overall sector feels soft and many listed investment companies (LICs) trade at greater …

Most managed funds have a buy sell spread cost. But what is it, and how does it get calculated? We have the answers.   What is a buy sell spread? Buy sell spread costs of managed funds are extra costs that …

Affluence Investment Fund 2018 Review What a difference 12 months makes! At the end of 2017 markets were soaring and investors were enjoying the easy money that was being made (it always feels easy on the way up). Now, at the …

Before you start finding the best managed funds for beginners, you must first learn the basics. The first step to investing in any Fund is to understand it. Whether it’s an unlisted fund, an exchange traded fund (ETF) or a listed …

Much has been written about the plan by the Federal opposition (likely to be the next Government) to abolish franking credit refunds. Along with removing negative gearing for existing housing and a 30% minimum tax rate on family trust distributions, this …

Investing for Retirement in Australia “Everything should be made as simple as possible, but no simpler.” – Albert Einstein The quote above is widely attributed to Mr Einstein, although there’s no proof that he did in fact ever actually utter those …