Funds News & Analysis
funds
Listed Investment Companies monthly performance: October 2023
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Where do active managers add value?
Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day.
funds
KiwiSaver Survey | September Quarter 2023
KiwiSaver assets slipped to NZD 96.0 billion, with almost all multisector KiwiSaver funds producing negative returns over the September quarter.
funds
Listed Investment Companies monthly performance: September 2023
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
The fascinating battle between Nick Bolton and Magellan
Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund options. Magellan will resist as it must act in the interests of all unitholders and the cost comes from Magellan itself.
funds
Does Overconfidence Explain Poor Active Performance?
New academic research has found that the underperformance of fund managers can be partly explained by overconfidence leading to excessive risk taking.
funds
Why LICs are closing and more should follow
The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs now trade at a discount and more managers should change the structure.
funds
Listed Investment Companies monthly performance: August 2023
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
How to invest in funds for free (almost)
Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is possible to invest a diversified portfolio for negligible cost.
funds
Lessons from running a fund for 10 years
Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding value now.
funds
Thornhill on shares for investment income in retirement
The dream of many investors is to be able to live off the dividend income from their shares. There is a relatively simple way to do this though it requires a mental fortitude that may not be for everyone.
funds
Listed Investment Companies monthly performance: July 2023
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: June 2023
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Is direct indexing right for you?
Direct indexing allows an investor to customise an index. Do the benefits outweigh the costs?
of 44
Viewing 1 to 16 of 689