Managed Funds Looking 4 Small Company Fund to invest in

Discussion in 'Shares & Funds' started by crc_error, 22nd May, 2007.

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  1. crc_error

    crc_error The Rule of 72

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    Hi All,

    I'm looking for 2 good small companies fund to invest in. One which invests in Australian market, and the other into international market.

    Here are two Australian Market ones I'm looking at:

    Fund Profile

    &

    Fund Profile

    Which one do you think is better? I feel the macquarie fund seems to have been too strong over the last 12 months, the AMP one has been more consistent.

    for global I have been considering the

    Fund Profile

    or

    Fund Profile

    Any ideas or have you been happy with some other fund you would like to suggest?

    Happy Investing :D

    Tom
     
    crc_error, 22nd May, 2007
    #1
  2. Simon Hampel

    Simon Hampel Founder Staff Member

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    You're criticising a fund for performing too well ? Where's the logic in that ?
     
    Simon Hampel, 22nd May, 2007
    #2
  3. DaveJ__

    DaveJ__ Well-Known Member

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    Pengana?

    This fund has been mentioned before (by Nigel i think)..

    Pengana - Emerging Companies

    Has done very well recently, although it is relatively new.


    DaveJ
     
    DaveJ__, 22nd May, 2007
    #3
  4. coopranos

    coopranos Well-Known Member

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    If this is how things work, perhaps I should stop tipping West Coast??!!
     
    coopranos, 23rd May, 2007
    #4
  5. thinkbig

    thinkbig Member

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    Yes you should, they are evil.
    :( :mad: :p :D
     
    thinkbig, 23rd May, 2007
    #5
  6. Redwing

    Redwing Well-Known Member

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    What are you doing up at 1:54 AM Coops :eek:

    In regards to McBank they appear to be racing Rio Tinto to the $100 p/share mark, how about investing in the Fee Factory rather than the Funds :confused:
     
    Redwing, 23rd May, 2007
    #6
  7. Nigel Ward

    Nigel Ward Well-Known Member

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    Smallco

    Adam Smith

    Opis Capital

    and Pengana's already been mentioned.

    Cheers
    N.

    Read the PDS's and make your own call with appropriate advice.
     
    Nigel Ward, 23rd May, 2007
    #7
  8. bdang007

    bdang007 Member

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    Hi I am very new to investment so I was wondering if you could answer this question:

    Why do you think those companies are good? I mean, what qualities do they have that makes them better than other small company funds? - Just trying to see how you go abouts in choosing a high risk fund like this one.

    I was thinking of going with either Macquarie because they charge only 10% of "profit" where as Pegana charges more than 20%.

    Any thoughts?
     
    bdang007, 29th May, 2007
    #8
  9. Nigel Ward

    Nigel Ward Well-Known Member

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    Hi BDang. They each have a history of outperforming the relevant index (albeit a relatively short history in some cases).

    But only you (perhaps with assistance from your financial adviser) can make an assessment of whether they are appropriate for your needs.

    Best regards
    N.
     
    Nigel Ward, 29th May, 2007
    #9
  10. bdang007

    bdang007 Member

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    I guess what I am trying to ask is what sort of criterias would you personally use to pick a managed fund over another? Past performance? Management experience? etc etc
     
    bdang007, 29th May, 2007
    #10
  11. crc_error

    crc_error The Rule of 72

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    I look at past consistent performance over 5-7 years. I don't care about their fees, so long as they bring in the money.

    I also don't want a one hit wonder, so if they done really well one year, but crap all the others.

    This is why macquarie worries me, as this year they have returned like 60%, so this has skewed the 7 year average, which they may have been quite poor performer. I prefer to see each year perform above average, as consistency wins the race. Its very unlikely macquarie will pull in another 60% again.
     
    crc_error, 29th May, 2007
    #11
  12. Simon Hampel

    Simon Hampel Founder Staff Member

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    Now THAT makes more sense than what you said in your first post :D

    I wouldn't make a prediction about what Macquarie would or wouldn't do next year though ... I see no basis for making an assertion either way based on what they did in previous years.
     
    Simon Hampel, 29th May, 2007
    #12
  13. tropic

    tropic Well-Known Member

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    Why is it so complicated to invest with Pengana?
     
    tropic, 30th May, 2007
    #13