Have you ever wondered why ads for Super Funds focus on fees?

July 20, 2014

Some suggested reasons are:

  • If you keep saying the same thing over and over, consumers may believe you.
  • They don’t have much else to crow about.  How about advertising their investment returns?
  • Most fund managers diversify their holdings to the extent that they can’t outperform the indices and overall performances tend to revert to the mean.
  • Have you ever heard of a fund manager exceeding the relevant  index by 50% to 100%?
  • Most of our clients have achieved returns on their Australian equities of 50% to 100% above the ASX200 Accumulation Index over the past 12 months.
  • Would that add more to your wealth creation than a 0.5% reduction in fees.

We’ll have more on this in upcoming webinars.  Keep an eye on our website for details.

Our Top Recommendations
Total returns on capital growth and dividends for 12 months ended 31 March 2018
Altium
165.13%
Orocobre
93.60%
Reliance Worldwide
55.73%
Blue Sky Limited
34.56%
ResMed Inc
34.40%
RCR Tomlinson
28.96%
iShares Asia 50 ETF
28.90%
CSL Limited
25.57%
Platinum International Fund
19.86%
Macquarie Group
19.46%
ASX200 Accum Index (for comparison)
2.54%