Content provided by Zagga Recently Business Insider posted an article ranking the best and worst performing Australian super funds for 2020 with returns falling within the range of -2% to 9%. YES – you read right. NEGATIVE TWO PERCENT!! Depending on where you are in your retirement planning cycle, this negative return can have a…
October 1, 2020
SPIVA® Australia Mid-Year 2020
Content provided by S&P Dow Jones Indices Market sell-offs were seen in different Australian equity market segments in the first half of 2020 due to the COVID-19 pandemic, while Australian bonds recorded a small gain. Apart from A-REIT funds, the majority of funds in all categories suffered worse drawdowns versus their respective benchmark indices. All…
September 10, 2020
Integrating ESG Values into Core in Australia
Content provided by S&P Dow Jones Indices An increasing number of investors require indices that are aligned with their investment objectives and their personal or institutional values. The S&P/ASX 200 ESG Index was designed with both of these needs in mind. With the S&P/ASX 200 ESG Index, investors are now able to move ESG from…
July 17, 2020
ATO figures can reveal true picture about LRBAs
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank The numbers around Limited Recourse Borrowing Arrangements (LRBAs), the borrowing instrument that took effect in 2006 to allow self-managed super funds (SMSFs) access to leverage, can easily – and sometimes deliberately – be misinterpreted. Let us cite two examples. In December 2014,…
June 30, 2020
LRBAs hold up well during COVID-19
Content provided by Thinktank Written by Per Amundsen, Head of Research, Thinktank If there has been a common refrain from critics of Limited Recourse Borrowing Arrangements (LRBAs) since their inception in September 2007, it’s that self-managed super funds (SMSFs) using this debt instrument could be fatally exposed in economic or financial crises. Yet 13 years…
June 18, 2020
An Introduction to Bonds
Content provided by OTG Capital https://vimeo.com/430196240/69c8f40b5f Presented by: Ray Trevisan, Director and Fund Manager, OTG CapitalDuration: 18 Minutes Content provided by: Disclaimer: The views, comments and opinions aired during this presentation should not be construed or viewed as financial advice. Any commentary is General Advice only and does not take into account your objectives, financial…
May 28, 2020
So, how’s your portfolio doing (and your blood pressure)?
Content provided by OTG Capital Written by Ray Trevisan, Director, OTG Capital Pty Limited Why bonds? I have previously written about bonds and I’m often asked why I focus on them. Why do I have a “thing” for this asset class rather than following the herd with shares and cash. I blame this fixation on…
April 23, 2020
Marking 20 Years of the S&P/ASX Index Series
Content provided by S&P Dow Jones Indices A Look Back at the Growth of Index-Based Investing in Australia Much has happened in the 20 years since the launch of the S&P/ASX Series in 2000. Australians have witnessed sharp ups and downs in the stock market, though over the long term, growth has trended upward. A…
April 23, 2020
Magellan Global Markets and Portfolio Update – 1 April 2020
Content provided by Magellan Asset Management Limited Hamish Douglass, the Chairman and CIO at Magellan, talks about what market reaction to COVID-19 surprised him, why the portfolio has withstood the market ructions, what makes Estée Lauder and LVMH sound investments still and why inflation is not an immediate threat despite the massive fiscal and monetary…
January 6, 2020
Industrial & office properties continue to offer investors solid returns
Content provided by Thinktank For self-managed super fund (SMSF) trustees, industrial property has been the flavour of the property market for the past few years – and there’s every likelihood that this state of affairs is not going to end any time soon. In 2018, this asset class outperformed the retail and office sectors, notching…