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.

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Total returns on capital growth and dividends for 12 months ended 31 October 2018
Afterpay Touch
141.59%
Altium Limited
80.73%
Relance Worldwide
36.25%
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35.65%
Resmed Inc
34.40%
Lovisa Holdings
31.89%
Xero Ltd
30.09%
Macquarie Group
24.50%
Bingo Industries
23.96%
Atlas Arteria
17.25%
ASX200 Accum Index (comparison)
2.44%