Monday, 20 September 2021

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Unexpected results in our retirement income survey 10 reasons wealthy homeowners shouldn't receive welfare Three all-time best tables for every adviser and investor The looming excess of housing and why prices will fall Five stocks that have worked well in our portfolios

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Home / Fund Performance

Fund Performance

1-12 out of 17 results.

Is this really the best way to remove the super underperformers?

David Carruthers
1 September 2021
15

The YFYS annual performance test neither measures the return members achieve, nor adequately measures the risks a fund took in achieving the returns, yet it is likely to change the way funds behave.

Dump the short-term churn for better long-term performance

Andrew Mitchell
28 April 2021
7

Even the best long-term performing fund managers have shorter-term periods of underperformance. It’s not a failure, it’s a feature of the industry. Investors need patience when backing a good track record.

Buffett's favourite indicator versus all-in equities

Graham Hand
21 April 2021
18

Peter Thornhill shows how his personal portfolio has thrived under an 'all-in equities' strategy, but Warren Buffett's favourite valuation indicator says stock markets are priced at their most extreme ever.

Consumers need an effective super performance test

David Bell
7 April 2021
6

Fund performance varies over time. A fund may have strong capability and perform well over time, but it may fail the performance test at some point. The YFYS reforms create unwelcome and unintended consequences.

To your taste: hot cross buns and hot, cross funds

Graham Hand
31 March 2021
10

What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.

Unfortunately, all fund manager presentations are good

Graham Hand
27 January 2021
10

Part of the fund manager's job is to raise money from investors, and with years of practice, a few good stock stories and an educated guess on the future, it's not hard to present well. That's a problem for investors.

Three reasons why super performance test fails

David Bell
9 December 2020
2

The Government's performance test in the 'Your Future, Your Super' proposals is likely to prove ineffective and generate undesirable outcomes. It will distort how funds are managed and confuse members.

Checking the temperature of the APRA heatmap

Phil Graham
11 December 2019
2

The APRA MySuper heatmap uses a consistent methodology, and some funds come out badly. How will members and trustees react, and should APRA have sorted out the problems privately?

Did your super do better than this in FY19?

Graham Hand
31 July 2019
13

Many super funds and portfolio managers delivered strong results in FY2019, and critics of our default superannuation system should ask whether individuals can match these consistent returns.

10 reasons many fund managers are now blank spaces

Graham Hand
10 July 2019
38

Where once the name plates of exciting new fund managers proudly displayed, now there are blank spaces. What is happening in the industry that so many talented people are closing the doors?

Three key issues with S&P’s index v passive scorecard

John Peterson
23 October 2018
4

The SPIVA Scorecard suggests that most Australian actively-managed funds underperform comparable market indexes, but this analysis can be challenged by a number of key assumptions.

When good defensive investments go bad

Campbell Dawson
6 August 2018
15

Most fund managers had a strong year in FY2018, but past bumper years when MTAA invested heavily in so called 'low risk' illiquid assets provide a warning in less fortuitous markets.

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Most viewed in recent weeks

Unexpected results in our retirement income survey

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.

Graham Hand
11 August 2021

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Graham Hand
15 September 2021

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

Romano Sala Tenna
18 August 2021

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Tim Toohey
1 September 2021

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Anthony Aboud
25 August 2021

Six COVID opportunist stocks prospering in adversity

Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.

Ned Bell
11 August 2021

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