fund performance

Latest news and analysis on fund performance

Education

Investors, beware: It’s THAT time of year again!

How important are rankings of managed funds’ results during the past 12 months? How should investors interpret them? In a key sense, rankings ARE important – but NOT...
Chris Leithner
Leithner & Company Ltd
Asset Allocation

Performance Fees: Paying more doesn't make your fund manager smarter

I don't think performance fees help. Actually, I suspect performance fees probably do more harm than good.Reason 1: Work smarter not harderFirst, it is tough to...
Damien Klassen
Nucleus Wealth

Microcap Fund Review FY18

FY18 was a strong year for both microcap and small caps indexes. Once again, microcaps significantly outperformed large caps. The S&P/ASX All Ordinaries Accumulation...
WMI
Mark Tobin
Coffee Microcaps
Funds

Gale Force Winds for the Index Unaware

The competition is tough. Our Australian Shares Fund has returned 34% over the last 12 months. According to Morningstar, that ranked the Fund just 7th out of 24 in its...
Steve Johnson
Forager
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