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search for w.sale funds - comaprisons?

Discussion in 'Managed Funds & Index Funds' started by handyandy, 6th Nov, 2006.

  1. handyandy

    handyandy Well-Known Member

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    Hi All

    Has anybody found a good site that allows comparison searches on wholesale and retail funds?

    The site I have used only show the retail funds (for obvious reason) but of course that is not giving me a full picture.

    Also how different are the wholesale funds compared to the retail funds. The ones I have looked at still seem to have the same MER and the only difference is a performance dif (slight), a higher minimum and no entry commission.

    Cheers
     
  2. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    Tradingroom has wholesale funds as well as retail.

    Colonial First State is a good example of cheaper MERs through wholesale funds.

    CFS Property Securities: 0.81% vs 1.66%
    CFS Imputation: 0.96% vs 1.86%
    etc.
     
  3. handyandy

    handyandy Well-Known Member

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    Sydney Nsw
    Thanks for that Sim.

    They are right down the bottom after the retail funds in the search. What I was looking for was them interpossed with the retail. Can't have everything I guess ;) Its a retail world after all.

    Cheers

    That reduced MER seems to also project into the performance as the wholesale seems to do slightly better of a time period
     
    Last edited by a moderator: 6th Nov, 2006
  4. Simon Hampel

    Simon Hampel Co-founder Staff Member

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    Yes, given that the management fee comes out of the investment capital - a lower fee will have a positive impact of the long term returns. Another reason why Wholesale funds are better in my opinion.
     
  5. perky

    perky Well-Known Member

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    Try Investsmart.com.au - as per the other post.
    Happy hunting :)