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
Percentage returns as capital growth and dividends for year ended 31 July 2017
Challenger Limited
38.79%
Blue Sky Limited
22.97%
Altium Ltd
22.24%
Macquarie Group
21.70%
Crown Resorts CWNHB
18.79%
Platinum International Fund
18.26%
AMA Group
12.65%
Crown Resorts
9.59%
State Global Equity Fund
8.54%
CSL Limited
8.24%
ASX200 Accum Index (for comparison)
7.33%