Content provided by S&P Dow Jones Indices The S&P Index Versus Active SPIVA® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over 1-, 3-, 5-, 10-, and 15-year investment horizons. There is no consistent trend in the yearly active versus index figures, but we have consistently…
October 5, 2017
Why did the majority of A-REIT funds outperform in the past 12 months?
Content provided by S&P Dow Jones Indices In the mid-year 2017 S&P Indices Versus Active (SPIVA®) Australia Scorecard (available here), the majority of Australian funds underperformed their respective benchmarks across most categories, similar to previous scorecards. More than 80% of Australian Mid- and Small-Cap funds underperformed the S&P/ASX Mid-Small over the past 12 months. In…
July 5, 2017
Index Literacy – Who’s Behind the Index? (Chapter 2)
Content provided by S&P Dow Jones Indices An index provider is a specialized firm that is dedicated to creating and calculating market indices and licensing its intellectual capital as the basis of passive products. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications…
April 13, 2017
Apple Inc – Looking beyond the device game
Content provided by Magellan Apple Inc (‘Apple’) is amongst the largest companies in the world. The company enjoys strong brand recognition globally and extensive market penetration for its flagship products, most notably the iPhone. While speculation around the success of Apple Watch, Apple TV, iPad, or even the likelihood of an Apple Car often captures…
March 22, 2017
Index Literacy – An Investor’s Guide to Indices (Chapter 1)
Content provided by S&P Dow Jones Indices Whether you’re looking to track a market’s performance, evaluate your portfolio, or invest in index-linked investment products, indices are indispensable financial tools. Click here to download the full article. This series will explore 101-level topics ranging from the basics of indices and their applications to the core concepts…
March 21, 2017
What is a toll road worth?
Content provided by Magellan We often observe generalist market commentators suggesting that the share prices for toll roads and infrastructure stocks are stretched. Analysis of these conclusions suggest that they are underpinned by crude valuation measures that fail to account for the unique characteristics of these assets. In this note, we talk about our approach…
February 10, 2017
What to know about SMSF property rules
February 2017 The Australian Taxation Office (ATO) revealed there are close to 600,000 SMSF funds in Australia, making it the fastest growing superannuation sector. Reportedly, residential property holdings within SMSFs increased by 2.7 per cent in the quarter to March 2016, from $ 607.1 to $621.7 billion. Managing a SMSF is not for everyone, but…
February 10, 2017
Investing in property with SMSFs
February 2017 A growing number of Australians are opting to take control of their retirement savings through Self-Managed Superannuation Funds or SMSFs. These funds allow trustees to make individual decisions about the types of investments they include in their superannuation portfolio. It also offers attractive taxation concessions to help build retirement savings. Click here to…
January 27, 2017
Infrastructure Investments: Investing in Airports
Content provided by Magellan Whether you’re parking your car, walking through the duty free or boarding a plane for your vacation, the airport experience is familiar to many of us. Airports are now very much an essential component of infrastructure to most modern economies. Today, airports around the world collectively cater for more than three…
Index Literacy – Index Access Via Products (Chapter 3)
Content provided by S&P Dow Jones Index-linked investment products make passive investing possible as they come in many shapes and forms. Click here to download the full article. This series explores indices-related topics ranging from the basics of indices and their applications to the core concepts of passive investing, and will feature the following chapters;…