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FUND SPY News & Analysis

Fund spy: banks, oil prices hammer active managers
Stocks
Fund spy: banks, oil prices hammer active managers
The quarterly performances of funds that own large parcels of banks, energy companies and airlines are underwater amid the coronavirus sell-off.
Glenn Freeman | 25 March 2020
Fund spy: efficiency and diversification of SMAs
Funds
Fund spy: efficiency and diversification of SMAs
Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and...
Glenn Freeman | 21 February 2020
Fund Spy: Australian ethical funds bridging the gap
Funds
Fund Spy: Australian ethical funds bridging the gap
The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil...
Glenn Freeman | 14 February 2020
Fund spy: High cash balances hinder fund performance
Funds
Fund spy: High cash balances hinder fund performance
Historically low interest rates have dented the reputation of cash as a financial security blanket.
Glenn Freeman | 13 December 2019
Fund spy: Small-cap funds that went from worst to first
Funds
Fund spy: Small-cap funds that went from worst to first
As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and...
Glenn Freeman | 06 December 2019
Fund spy: Aussie stock funds turn bearish on miners
Funds
Fund spy: Aussie stock funds turn bearish on miners
Schroders, Fidelity, Pendal and Investors Mutual have adjusted their holdings in the largest miners as uncertainty grows around China's steel demand.
Glenn Freeman | 29 November 2019
Fund Spy: Question marks hang over Australian ethical funds
Funds
Fund Spy: Question marks hang over Australian ethical funds
The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 
Glenn Freeman | 13 November 2019
Fund spy: Why Aussie funds don't tell you what stocks they own
Funds
Fund spy: Why Aussie funds don't tell you what stocks they own
The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios
Glenn Freeman | 05 November 2019
Fund Spy: Deriving value amid low rates and volatility
Funds
Fund Spy: Deriving value amid low rates and volatility
Derivative income funds may be a dirty word for some investors, but they can produce market-beating returns.
Glenn Freeman | 22 October 2019
Fund Spy: Global funds an entry point to undervalued oil services
Funds
Fund Spy: Global funds an entry point to undervalued oil services
Funds from Aberdeen Standard and Fidelity can provide investor exposure to parts of the oilfield services sector, which a new Morningstar report...
Glenn Freeman | 13 October 2019