The positives of the older, low fee LICs I feel are very well known and covered. I personally think they have been excellent investment products for so many for such a long time. I particularly like the positive influence they have had on investors helping them with the behavioural aspects. i.e. sticking the course and seeing the benefits of compounding, highlighting dividend returns and benefits from not overtrading, including taxation benefits.
Now for the section where I might receive some negative feedback!
Continue reading “The other side to the older, low fee LICs.”
This blog post topic came to mind after I read a post from another blogger. The post I refer to discusses whether fund managers are doing a good job communicating their ideas to attract retail investor demand. Continue reading “What do retail investors want to hear from their fund manager?”
Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and the above one ought to grab the attention of those with a penchant towards a mean reversion, contrarian and cyclical approach to their investing.
This post will predominately be for those that subscribe to the theory that active managers may be in store for some sort of return to favor over the next few years, and potential implications of this for some LICs.
Continue reading “TIME FOR GLOBAL ACTIVE MANAGERS TO OUTPERFORM & COMMON CATALYSTS FOR LICs.”
Previously I couldn’t see much difference between CYA and WAM (apart from WAM costing 30% more!) although today’s announcement has clarified things to some extent.
Continue reading “WHICH WILSON LIC STANDS OUT?”
We now know that WAM has come back to take control of CYA, after withdrawing their plans early in the year. Continue reading “CYA, KAR, NGE, and the AUD.”