Managed Funds & Index Funds Investing in unlisted managed funds and index funds Thu, 28 Feb 2019 10:21:03 +0000 Thu, 28 Feb 2019 10:21:03 +0000 InvestChat https://www.investchat.com.au/community/forums/managed-funds-index-funds.37/ something like unisuper? Mon, 21 Jan 2019 23:25:57 +0000 https://www.investchat.com.au/community/threads/something-like-unisuper.10305/ https://www.investchat.com.au/community/threads/something-like-unisuper.10305/ invalid@example.com (patins) patins
something like unisuper?]]> 1 Index Investing Newbie! Fri, 18 Jan 2019 09:06:01 +0000 https://www.investchat.com.au/community/threads/index-investing-newbie.10208/ https://www.investchat.com.au/community/threads/index-investing-newbie.10208/ invalid@example.com (Investaholic) Investaholic
While I am well versed in real estate investing, I am only starting to learn the nuances surround the share market and had a few questions I was hoping to acquire some help with! Apologies for the extremely elementary questions, though I really am starting from the ground up here and would love some support.

At the moment my wife and I have around 20-30,000 to invest (as well as a kid on the way) and (due to aforementioned child) are looking for passive investing strategies, such...

Index Investing Newbie!]]> 21 Myth and Reality Wed, 28 Nov 2018 02:55:40 +0000 https://www.investchat.com.au/community/threads/myth-and-reality.10279/ https://www.investchat.com.au/community/threads/myth-and-reality.10279/ invalid@example.com (Tropo) Tropo https://www.tradinggame.com.au/myth-and-reality/]]> 1 Vanguard lifestrategy growth fund Thu, 06 Sep 2018 11:34:58 +0000 https://www.investchat.com.au/community/threads/vanguard-lifestrategy-growth-fund.10207/ https://www.investchat.com.au/community/threads/vanguard-lifestrategy-growth-fund.10207/ invalid@example.com (Alina) Alina
I was hoping I could get some advice. I'm new to investing and I have about $20k sitting in a savings account and I'm thinking about investing this money in a managed fund. After conducting research online (googling), it appears that Vanguard LifeStrategy growth fund is not a bad option for a start.

Also, looking online, I can only see positive things about managed funds. Are there any risks prior to investing in these funds?

Cheers]]> 5 The reason most quant funds fail Thu, 21 Jun 2018 23:36:21 +0000 https://www.investchat.com.au/community/threads/the-reason-most-quant-funds-fail.10135/ https://www.investchat.com.au/community/threads/the-reason-most-quant-funds-fail.10135/ invalid@example.com (Tropo) Tropo ]]> Netwealth investment wrap Tue, 05 Jun 2018 03:24:11 +0000 https://www.investchat.com.au/community/threads/netwealth-investment-wrap.6264/ https://www.investchat.com.au/community/threads/netwealth-investment-wrap.6264/ invalid@example.com (Flipper) Flipper
Have recently obtained an SoA from a licensed fin planner, and he's recommending several funds managed via a Netwealth Investment Wrap to fit a growth/high growth profile with a 7+ yr timeframe and monthly contributions.

However, Netwealth has a contribution fee of up to 4.1%, tiered admin fee of up to .825% p/a and adviser service fee of 2.05% p/a.

Do these fees seem high or even excessive (little info around on wraps)?
Will they be levied on top of annual MER for...

Netwealth investment wrap]]> 13 How Active Managers Are Fighting Back Wed, 23 May 2018 06:58:50 +0000 https://www.investchat.com.au/community/threads/how-active-managers-are-fighting-back.10013/ https://www.investchat.com.au/community/threads/how-active-managers-are-fighting-back.10013/ invalid@example.com (Tropo) Tropo How Active Managers Are Fighting Back]]> 6 Six investment lessons from 15 years of data Thu, 03 May 2018 06:43:38 +0000 https://www.investchat.com.au/community/threads/six-investment-lessons-from-15-years-of-data.10085/ https://www.investchat.com.au/community/threads/six-investment-lessons-from-15-years-of-data.10085/ invalid@example.com (twisted strategies) twisted strategies Six investment lessons from 15 years of data - Cuffelinks

is this the correct thread ??


some interesting stuff after you think about it

i know from my LIC investing that even though WAX has outrageous performance guidelines it is also my best performing LIC up 217% since 2011 ( share price wise ) but more importantly yielding 6% ( based on current SP or 13% on my SP average plus franking )...

Six investment lessons from 15 years of data]]> 3 Investing in Index Funds Is No Longer Passive Tue, 06 Mar 2018 01:19:27 +0000 https://www.investchat.com.au/community/threads/investing-in-index-funds-is-no-longer-passive.10034/ https://www.investchat.com.au/community/threads/investing-in-index-funds-is-no-longer-passive.10034/ invalid@example.com (Tropo) Tropo Investing in Index Funds Is No Longer Passive]]> 3 Advice on timing of buying into index fund Tue, 19 Dec 2017 10:51:19 +0000 https://www.investchat.com.au/community/threads/advice-on-timing-of-buying-into-index-fund.9965/ https://www.investchat.com.au/community/threads/advice-on-timing-of-buying-into-index-fund.9965/ invalid@example.com (Renmel) Renmel
I apologise if this question is extremely naive - I am very new to investing and have not taken quickly to all these new (to me) financial concepts.

I have a reasonable little pot of cash that I have decided to invest in an index fund. I looked into index fund vs ETF and decided to go with the index fund option as I think that suits my needs better at this stage.

My question is - does timing matter when it comes to buying into the fund? For example, if I happen to sign up on a day...

Advice on timing of buying into index fund]]> 2 MDA Provider Thoughts Mon, 11 Dec 2017 15:21:31 +0000 https://www.investchat.com.au/community/threads/mda-provider-thoughts.9957/ https://www.investchat.com.au/community/threads/mda-provider-thoughts.9957/ invalid@example.com (imtcaj) imtcaj
Do any of you have any thoughts on, or experience with Global Equity Markets Pty Ltd (Sydney) as a provider of Managed Discretionary Account services.

Many thanks and regards in advance,

Ian]]> SMA - Pros and Cons? Sun, 24 Sep 2017 01:09:46 +0000 https://www.investchat.com.au/community/threads/sma-pros-and-cons.9900/ https://www.investchat.com.au/community/threads/sma-pros-and-cons.9900/ invalid@example.com (Frank Manno) Frank Manno
And how does an SMA differ from a regular Managed Fund?

I do know the differences between a managed fund and an LIC, in which there are benefits to the LIC in terms of the fund manager doesn't have to sell funds in an LIC to pay someone who wants out.

IN regards to Antares in particular, Its a fund that invests in Australian industrial shares, Benchmark is S&P/ASX 200 Industrials Accumulation Index.....

SMA - Pros and Cons?]]> Where can I find the PER of shares funds Fri, 15 Sep 2017 06:57:53 +0000 https://www.investchat.com.au/community/threads/where-can-i-find-the-per-of-shares-funds.9894/ https://www.investchat.com.au/community/threads/where-can-i-find-the-per-of-shares-funds.9894/ invalid@example.com (Natxo) Natxo
Does anyone know where can I find the PER of shares funds (any type: ETFs, Mutual Funds, Index Funds,...)?

Thank you.

Natxo.]]> Whats the difference between these fund managers? Thu, 24 Aug 2017 08:37:45 +0000 https://www.investchat.com.au/community/threads/whats-the-difference-between-these-fund-managers.9764/ https://www.investchat.com.au/community/threads/whats-the-difference-between-these-fund-managers.9764/ invalid@example.com (Frank Manno) Frank Manno
I know nothing about other asset classes but want to invest some money that I can't afford to lose and can't afford to leave in the bank either.. I need some yield and growth. So I'm looking for what I think is a 'fund manager'.

I really don't know which way to go and can't afford the time or in reading reading and more reading and then running a risk of buying assets/shares myself so I...

Whats the difference between these fund managers?]]> 17 Opinion on Switzer growth fund? Wed, 23 Aug 2017 12:13:58 +0000 https://www.investchat.com.au/community/threads/opinion-on-switzer-growth-fund.9741/ https://www.investchat.com.au/community/threads/opinion-on-switzer-growth-fund.9741/ invalid@example.com (Frank Manno) Frank Manno
Has anyone checked out the Switzer growth fund yet? Any opinions on this? I'm wanting to invest in a safe fund. I'm an old school thinker who only feels comfortable with property investing but I want to diversify a little into other asset classes.

Switzer Dividend Growth Fund – Switzer Asset Management


-Frank]]> 5 MacQuarie reFleXion trust June 2007 Mon, 08 May 2017 05:20:53 +0000 https://www.investchat.com.au/community/threads/macquarie-reflexion-trust-june-2007.9025/ https://www.investchat.com.au/community/threads/macquarie-reflexion-trust-june-2007.9025/ invalid@example.com (Mark I) Mark I The value of the numbers in the worked examples appear derisory.]]> 28 Timing is Everything Wed, 26 Apr 2017 03:23:35 +0000 https://www.investchat.com.au/community/threads/timing-is-everything.9809/ https://www.investchat.com.au/community/threads/timing-is-everything.9809/ invalid@example.com (Tropo) Tropo "It is no secret that I am not a fan of fund managers of any kind, be they the more exotic style of hedge fund that exists as an idiot tax for those who invest in them, the standard vanilla equity investment fund or the legally mandated rip off that are superannuation funds"...
Timing Is Everything]]> 2 Macquarie reFleXion Funds - from 4.95% interest, 100% finance, etc Tue, 11 Apr 2017 05:37:19 +0000 https://www.investchat.com.au/community/threads/macquarie-reflexion-funds-from-4-95-interest-100-finance-etc.839/ https://www.investchat.com.au/community/threads/macquarie-reflexion-funds-from-4-95-interest-100-finance-etc.839/ invalid@example.com (-T-) -T-
Looks interesting, access to Japan, BRIC countries, etc. The interest rates are country-based (from 4.95%) and they provide 100% finance. Also a loan for the interest is available.

www.macquarie.com.au/reflexion]]> 20 CEO Salaries Sun, 26 Feb 2017 06:13:54 +0000 https://www.investchat.com.au/community/threads/ceo-salaries.9734/ https://www.investchat.com.au/community/threads/ceo-salaries.9734/ invalid@example.com (Tropo) Tropo "Whilst looking for something completely different I came across this list of domestic CEO salaries. I thought it would be interesting to strip out some of the data and look at those CEO’s who are paid the most but whose companies lose the most money. Its remarkable how well you can do when your company is not doing that well…."...

CEO Salaries]]> 1 How Hedge Funds Get Rich (Hint: It’s Not Their Returns) Sat, 21 Jan 2017 01:33:49 +0000 https://www.investchat.com.au/community/threads/how-hedge-funds-get-rich-hint-its-not-their-returns.9704/ https://www.investchat.com.au/community/threads/how-hedge-funds-get-rich-hint-its-not-their-returns.9704/ invalid@example.com (Tropo) Tropo "The typical hedge fund fee structure (historically) is 2% of assets under management and 20% of all positive returns. Therefore, if you gave a hedge fund $1 million and they got a 10% return on it, their total take in fees would be:

[$1 million * 0.02] + [($1 million * 0.1) * 0.2] = $20,000 + $20,000 = $40,000.

This represents $20,000 for managing your money and $20,000 for their positive performance (i.e. the $100,000 they earned with your money). Despite their $40,000 fee, you...

How Hedge Funds Get Rich (Hint: It’s Not Their Returns)]]> 2 Anyone Invest in Macq. Reflexions? Thu, 08 Dec 2016 23:08:59 +0000 https://www.investchat.com.au/community/threads/anyone-invest-in-macq-reflexions.5067/ https://www.investchat.com.au/community/threads/anyone-invest-in-macq-reflexions.5067/ invalid@example.com (Young Gun) Young Gun
performance

Threshold Management has reduced exposure to many of the underlying investments to between the ranges of 0% - 27%. With falls in capital value of between -21% to -49%, these funds are never going to make their money back!

Capital protection is great but...

Anyone Invest in Macq. Reflexions?]]> 3 Macquarie reFleXion Dec 07- Variation Offer Thu, 08 Dec 2016 05:29:13 +0000 https://www.investchat.com.au/community/threads/macquarie-reflexion-dec-07-variation-offer.5717/ https://www.investchat.com.au/community/threads/macquarie-reflexion-dec-07-variation-offer.5717/ invalid@example.com (wassie) wassie Have been enjoying this forum for a while so thought I should put my first post in.

Having been a fortunate investor in the Mac ReFleXion Trust (Dec 2007) watching my $100K investment (Japan Focus, China, Euro & BRIC each $25K) get allocated 100% into cash over the last 18 months or so, its been with great anticipation that I have finally received the Variation Offer from Mac Bank.

Was wondering if there are any other investors (or advisors) out there whom are considering...

Macquarie reFleXion Dec 07- Variation Offer]]> 27 Macquarie reflexion 2008 Thu, 08 Dec 2016 05:25:24 +0000 https://www.investchat.com.au/community/threads/macquarie-reflexion-2008.8846/ https://www.investchat.com.au/community/threads/macquarie-reflexion-2008.8846/ invalid@example.com (Simmo76) Simmo76 2 Macquarie Reflexion Tax at maturity Thu, 08 Dec 2016 05:22:34 +0000 https://www.investchat.com.au/community/threads/macquarie-reflexion-tax-at-maturity.9401/ https://www.investchat.com.au/community/threads/macquarie-reflexion-tax-at-maturity.9401/ invalid@example.com (hawd69) hawd69
I assume that if you are reading this you have been hit with a large division 16E tax bill on your macquarie reflexion product.

If you invested directly through Macquarie, I urge you to call Maurice Blackburn or the like as they are building up a case for possible class action.

If you, like myself, went through a financial planner, lets chat about it. In particular I am looking to take legal action and would like some of your feedback too.

Lets chat, and lets see if...

Macquarie Reflexion Tax at maturity]]> 1 Vanguard Retail VS ETF Thu, 10 Nov 2016 18:22:55 +0000 https://www.investchat.com.au/community/threads/vanguard-retail-vs-etf.9644/ https://www.investchat.com.au/community/threads/vanguard-retail-vs-etf.9644/ invalid@example.com (KJB) KJB
Assuming I want to Dollar cost average and contribute $750 fortnightly to a fund

VAS (.14%) vs VAN0010AU Retail fund (.75%)

(e trade Brokerage costs $19.95) vs bid/ask 0.1%

How do I figure out which is better over the long term? is there a online calculator someone could...

Vanguard Retail VS ETF]]> 9 Fidelity Investments invests in 24 unicorn startups Thu, 29 Sep 2016 12:57:45 +0000 https://www.investchat.com.au/community/threads/fidelity-investments-invests-in-24-unicorn-startups.9602/ https://www.investchat.com.au/community/threads/fidelity-investments-invests-in-24-unicorn-startups.9602/ invalid@example.com (Simon Hampel) Simon Hampel Good news for the mutual fund company that holds the most unicorn stakes! Wait . . .

Fidelity Investments invests in 24 unicorn startups]]> Managed fund fees Sun, 29 May 2016 23:59:11 +0000 https://www.investchat.com.au/community/threads/managed-fund-fees.9466/ https://www.investchat.com.au/community/threads/managed-fund-fees.9466/ invalid@example.com (SMSF_woman) SMSF_woman
https://www.eviser.com.au/content/196/the-low-down-on-managed-fund-fees-and-costs-part-1-base-fees/]]> Managed Fund CGT - Perpetual Wealth Focus Investment Advantage Thu, 12 May 2016 12:19:19 +0000 https://www.investchat.com.au/community/threads/managed-fund-cgt-perpetual-wealth-focus-investment-advantage.9462/ https://www.investchat.com.au/community/threads/managed-fund-cgt-perpetual-wealth-focus-investment-advantage.9462/ invalid@example.com (evisional) evisional
One of feature of the Perpetual Wealth Focus Investment Advantage platform is "Switch investment options without triggering...

Managed Fund CGT - Perpetual Wealth Focus Investment Advantage]]> Hedge fund closures... Thu, 24 Mar 2016 04:25:51 +0000 https://www.investchat.com.au/community/threads/hedge-fund-closures.9448/ https://www.investchat.com.au/community/threads/hedge-fund-closures.9448/ invalid@example.com (Tropo) Tropo Hedge fund closing at fastest pace since global financial crisis]]> David Harding Thu, 26 Nov 2015 23:10:14 +0000 https://www.investchat.com.au/community/threads/david-harding.9388/ https://www.investchat.com.au/community/threads/david-harding.9388/ invalid@example.com (Tropo) Tropo Meet David Harding, the man behind the models that beat the market | afr.com]]> Would like advice Fri, 21 Aug 2015 10:12:41 +0000 https://www.investchat.com.au/community/threads/would-like-advice.9348/ https://www.investchat.com.au/community/threads/would-like-advice.9348/ invalid@example.com (laythembricks) laythembricks So I have some shares in man om-ip global and I thought it would be best to post here as these were given to me by a family member in the wish to give me a good head start in life and I don't want to go straight to the source incase I upset someone or seem ungreatful.
I believe 10,000 dollars was given to a private wealth company about 15 years ago, I was told at some point a few years ago that it had turned in 14,000, and that...

Would like advice]]> 2 Hedged Intl. Managed funds worse!? Mon, 17 Aug 2015 03:43:13 +0000 https://www.investchat.com.au/community/threads/hedged-intl-managed-funds-worse.9345/ https://www.investchat.com.au/community/threads/hedged-intl-managed-funds-worse.9345/ invalid@example.com (PennyWise) PennyWise
After just receiving NO distribution for 2014/15 and only single digit annual gains on two Vanguard funds ( Intl Prop Sec Index Fd Hedged & Intl Shares Index Fund Hedged) whilst the same funds which are un-hedged scored double digit gains and distributions to boot it seems they can be a lot worse!!

Anyone have any...

Hedged Intl. Managed funds worse!?]]> 4 This is why I prefer index funds Mon, 04 May 2015 13:02:14 +0000 https://www.investchat.com.au/community/threads/this-is-why-i-prefer-index-funds.9281/ https://www.investchat.com.au/community/threads/this-is-why-i-prefer-index-funds.9281/ invalid@example.com (jeromanomic) jeromanomic Can Funds Beat the Market? — The Finance Guy

I am convinced that low cost index funds are the best choice (unless you invest directly yourself).

What do you think?]]> 1 False hope Sat, 28 Feb 2015 22:18:00 +0000 https://www.investchat.com.au/community/threads/false-hope.9239/ https://www.investchat.com.au/community/threads/false-hope.9239/ invalid@example.com (Tropo) Tropo Buttonwood: False hope | The Economist]]> Bill Gross Mon, 17 Nov 2014 00:01:39 +0000 https://www.investchat.com.au/community/threads/bill-gross.9184/ https://www.investchat.com.au/community/threads/bill-gross.9184/ invalid@example.com (Tropo) Tropo Pimco Paid Billionaire Gross $290 Million Bonus in 2013 - Bloomberg]]> How to become an... Sun, 26 Oct 2014 07:46:12 +0000 https://www.investchat.com.au/community/threads/how-to-become-an.9171/ https://www.investchat.com.au/community/threads/how-to-become-an.9171/ invalid@example.com (Tropo) Tropo How to become an equity fund manager - The Banker's Umbrella]]> 4 Fund Managers Sun, 05 Oct 2014 22:49:19 +0000 https://www.investchat.com.au/community/threads/fund-managers.9151/ https://www.investchat.com.au/community/threads/fund-managers.9151/ invalid@example.com (Tropo) Tropo https://www.youtube.com/watch?v=wXgzFDgdxJk&list=UUQblwANa5Y9e4z-WvymNivg#t=38]]> 6 Investors Pay for Hedge-Fund Illusions Wed, 13 Aug 2014 22:19:45 +0000 https://www.investchat.com.au/community/threads/investors-pay-for-hedge-fund-illusions.9139/ https://www.investchat.com.au/community/threads/investors-pay-for-hedge-fund-illusions.9139/ invalid@example.com (Tropo) Tropo Investors Pay for Hedge-Fund Illusions - Bloomberg View]]> Permanent Portfolio Wed, 30 Jul 2014 03:07:12 +0000 https://www.investchat.com.au/community/threads/permanent-portfolio.9130/ https://www.investchat.com.au/community/threads/permanent-portfolio.9130/ invalid@example.com (Value investor) Value investor
It invests in cash, fixed interest, equities, gold and silver.

The minimum investment is $5,000

The product disclosure statement is available from Hamilton Investment Fund | Multi Asset Portfolio]]> More Money Than God Wed, 02 Jul 2014 22:37:03 +0000 https://www.investchat.com.au/community/threads/more-money-than-god.8977/ https://www.investchat.com.au/community/threads/more-money-than-god.8977/ invalid@example.com (Tropo) Tropo Quote:
Hedge Funds Are The Mother Teresa Of The Finance World

I came across this wonderfully sycophantic piece the other day and would have posted it earlier but I was looking for some figures from Simon Lacks ? The Hedge Fund Mirage
The figures I was looking for are
From 1998 ? 2010 the hedge fund industry took $379 billion in fees whereas investors only earned $70 billion.
Managers pocketed 84% of all investment profits.
Suddenly they dont seem so benign.
Ch.T...

More Money Than God]]> 3