How do hedge funds work in a volatile market?
While an exposure to hedge funds can provide a lift to a portfolio’s performance, they also offer the potential to generate high returns… at a risk. What’s a hedge fund…
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What is a distribution?
A managed fund generates income from its investments – for example, through share dividends, interest on cash or fixed interest investments in the fund, or any gains made when fund…
Pros and cons of self managed super funds
While self managed super funds are not for everyone, they do offer significant benefits. Running an SMSF successfully requires investment, legal, super and admin skills – or the ability to…
Nine bad habits of ineffective investors – common mistakes investors make
Introduction In the confusing and often seemingly illogical world of investing, investors often make various mistakes that keep them from reaching their financial goals. This note takes a look at…
Ever thought of investing in essential services?
Investing in infrastructure is about investing in the companies that provide essential services to society and earning predictable, reliable returns in the process. More than 350 infrastructure and utility companies…
Economic update November 2024
Investors maintained a healthy risk appetite for much of October, which enabled major share markets to make further progress. Movements in the US set the tone, with the S&P 500…
As value outperforms again is your portfolio ready
As value returns to market favour it’s time to check in on your portfolio – but not all value exposure is created equal. A notable comeback in value stocks over…
AI and bank shares push super balances higher in 2024
AI and bank shares push super balances higher in 2024 Superannuation funds have recorded another impressive year of returns for members with international technology and Australian banking shares driving above…
Work life balance managing career and personal life
In the digital age, where connectivity is constant, achieving a healthy work-life balance has become more challenging than ever. Technology and remote work have revolutionised the way we live, work…
The impact of lifestyle on life insurance premiums
Life insurance premiums are calculated based on a number of factors, such as your age, gender, health at the time of application, smoking status, occupation, lifestyle and hobbies. Your health…
Pulse checking your finances
Your financial health is key to the health of your wellbeing, relationships, work and home life. It’s important to have a regular checkup of your financial position to ensure you’re…
Grow your retirement income
In retirement, every dollar counts and it is worth exploring different strategies to grow your retirement income. Here’s how do it… Use your super wisely If you’re about to retire…