Academic papers have been written on sequencing risk, which is really just a fancy word for taking a massive hit (most likely from the equity market) at the worst possible time – ie, close to or post-retirement.
equities
iShares S&P/ASX Small Ordinaries ETF vs Spatium Small Companies Fund
In contrast to an ETF, the Spatium Small Companies Fund seeks to hold an equally-weighted book of companies that Spatium Capital considers to be the best opportunities to outperform the Small Ordinaries index, as demonstrated by comparing to the iShares Small Ordinaries Index ETF
A more predictable journey for international large-cap equity portfolios
UK-based Atlantic House Group has brought its rules-based investment approach to Australia to assist investors who are looking for a more predictable return from their equities portfolio.
SMSF trustees should look at upside & downside capture to assess portfolio risk
Simply comparing the success of a portfolio against benchmarks is useful but not sufficient if looking to build sustainably higher returns in a fund compared to the market.
Disruption is not enough – is the business profitable?
Disruption has always been a force in the development of open economies that are using innovative technologies/online platforms to upset traditional business models. However, is evidence of disruption or the threat of disruption enough in its own right to build an investment strategy?
Australian Eagle Long-Short returned +1.86% in February
The Australian Eagle Trust Long-Short Fund returned +1.86% net of fees in February 2021.
Australian Eagle Long-Short returned +0.13% in January
The Australian Eagle Long-Short Fund returned +0.13% net of fees in January 2021.
Insync July 2020 Fund Commentary
July witnessed a continuation of outperformance for both of Insync’s international equities funds based in Sydney.