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Category: Exchange Traded Products

1-12 out of 67 results.

Authorities reveal disquiet over LIC fees

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

1 January is a moment of truth for the wealth industry

How can an adviser who is receiving a significant fee for selling a product be in a position to offer good, impartial advice to their client? They can’t, and the industry will slowly accept this.

Advisers and investors in the dark on LITs and LICs

When a code of ethics determines whether a selling fee can be accepted on a LIT or LIC, a conflict of interest for one adviser could be a normal business activity for another. Advisers are confused. 

Fewer new LICs and LITs in 2019, but more funds raised

Fixed interest LITs domniated the traditional equity LICs in 2019, and while bond issuers enjoyed unprecedented demand, many equity LICs struggled with large discounts to asset value. 

Fund giant feels heat in ETF fee war

State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.

Australian ETFs further widen their appeal

ETFs continue to increase strongly, especially in the fixed income category, with younger people and advisers among the major growth categories. Within a year, assets could hit $75 billion. 

The how and why of investing in commodities

Investing in commodities can deliver uncorrelated returns on the back of demographic trends, but there are many ways to gain exposure and the risks of each must be understood.  

Managing LIC discounts and premiums

Many Listed Investment Companies, or LICs, have developed persistent discounts to NTA in their share prices, and buyback programmes are struggling to have much impact. See also the latest update on new issues in the LIC space.

Five reasons SMSFs are making asset allocation changes

Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.

The flaw in 'value' index funds

When researchers identified the benefits of investing in 'value', index providers and asset managers created products to harness the 'value' factor. But is the construction of the index correct?

Did LICs just dodge a political risk bullet?

The company structure of LICs carries advantages for income smoothing versus the trust structure of LITs, ensuring it will continue as the vehicle of choice for many listings by investment managers.

Sebastian Evans: hanging on until the market catches up

A fund manager on the wrong side of the market must tough it out and have the strength of their convictions, satisfied that their investment process will bear fruit over the long term. The LIC structure gives more time.

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20 great ways the government helps retirees

This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.

How do your financial priorities stack up with our pyramid?

Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last. 

Sweet spot helping bull market rampage

The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support. 

Why good investing is like a healthy diet

It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.

Interview Series eBook, investing insights from global experts

30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020. 

Authorities reveal disquiet over LIC fees

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

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