Category Archives for Investing

Colonial First State – First Choice Wholesale Index Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Colonial First State – First Choice Wholesale Index Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click CFS FC Wholesale Australian Share – June Report

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Realindex Wholesale Australian Fund Commentary – June 2019

A strong performer for the second quarter of 2019, Realindex Wholesale Australian fund represents the asset class of Australian Equity Funds in our Model Portfolios. For a performance update as of 30 June 2019, please click Realindex Wholesale Australian – June Report

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Aspect Diversified Futures Fund Commentary – March 2019

A strong performer for the first quarter of 2019, Aspect Diversified Futures fund represents the asset class of Global Hedge Funds in our Model Portfolios. For a performance update as of 31 March 2019, please click Aspect Diversified Futures Fund

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Aspect Diversified Futures Fund Commentary – October 2017

Please click here to read an update of the Aspect Diversified Futures fund for the month of October. This fund represents the asset class of Global Hedge Funds in our Model Portfolios and its slow performance has improved significantly during the month of October.

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Magellan Global Fund Update

Please click here to read an update of the Magellan Global Fund, one of our chosen global equities funds in our Model Portfolios. Portfolio Manager Hamish Douglass discusses the fund’s performance over the last quarter and you are able to see the fund’s Top 10 Holdings – the majority being Information Technology and Internet & eCommerce companies. Douglass also goes […]

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6 secrets of successful investors

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style. Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in the bank. So what […]

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3 reasons to bond with bonds

Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These loans generally have a fixed term and a fixed interest rate, with the […]

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When a Will isn’t enough

Think having a Will in place means your estate plan is taken care of?  Here are five examples that might make you think again. Most people appreciate that having a Will helps you formalise what you’d like to happen to your assets if you pass away. While there’s no doubt a Will is an important […]

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5 ways to smarten up your SMSF

There are over 560,000[1] Self Managed Super Funds in Australia, many of which could benefit by following a few simple steps. The stunning growth of SMSFs in Australia means that over 1 million Australians are now members of an SMSF, with combined assets greater than both retail and industry super funds. While many of these […]

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