Managed Funds

Comparison of Investment Options – Super vs Managed Funds vs Insurance Bonds

Insurance Bonds, Managed Funds, Superannuation

Australian’s have a number of choices when it comes to investing in different investment structures. Here’s a quick comparison table showing how insurance bonds, superannuation, and managed funds stack up in key areas for Australian investors: Comparison of Investment Options in Australia Feature Insurance Bonds Superannuation Managed Funds (Outside Super) Tax Rate on Earnings 30% […]

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SPIVA Australia Scorecard 2023 Results – Active vs Passive Report Card

Managed Funds, News, Nuggets

If you don’t know what the SPIVA Australia Scorecard is then let me tell you. It’s an eye opening nugget of critical information for those that invest into managed funds. It shows that the vast majority of managed funds…. wait for it….. do NOT outperform the index they are measured against. The results do vary

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