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 May 2018
Lovisa
207.73%
Altium
150.24%
Reliance Worldwide
81.64%
Bingo Industries
59.39%
Orocobre
55.13%
CSL Limited
45.23%
Resmed Inc
45.02%
Macquarie Group
33.39%
Ishares Asia 50 Etf
17.57%
Platinum Asia
15.66%
ASX200 Accum Index (for comparison)
9.63%