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  1. Here_To_Learn

    Here_To_Learn Well-Known Member

    Joined:
    15th Aug, 2005
    Posts:
    325
    Location:
    Sydney
    Hi all, looking to invest some of our SMSF in income funds.

    So far I have taken the plunge on SWTZ (Peter Switzer Fund) and thinking about Balmain private (Balmain Private). On average 7% return seems good for me (ideally after 10% but not found anything).

    My questions -

    1) Anyone had experience investing with Balmain Private and willing to share experience ?
    2) Any other Income funds recommended targetting closer to 10% annual return ?

    Thanks !
     
    twisted strategies likes this.
  2. Here_To_Learn

    Here_To_Learn Well-Known Member

    Joined:
    15th Aug, 2005
    Posts:
    325
    Location:
    Sydney
  3. Hosko

    Hosko Well-Known Member

    Joined:
    25th Sep, 2016
    Posts:
    79
    Location:
    Victoria
    No experience with Balmain Private.
     
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  4. twisted strategies

    twisted strategies Well-Known Member

    Joined:
    3rd Nov, 2013
    Posts:
    938
    Location:
    QLD
  5. Simon Hampel

    Simon Hampel Co-founder Staff Member

    Joined:
    9th Jun, 2005
    Posts:
    4,778
    Location:
    Sydney, Australia
    Never heard of them, sorry - but then, I don't tend to pay much attention to income funds either - not really of any use to me during accumulation phase where I'm after capital growth.