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We asked our Fund Providers to explain (without the jargon) the basics of investing in Managed Funds. The video interviews were conducted by Diana Clement (independent financial journalist).
Tim Hewson (Investments Manager for RaboDirect) takes you through what they are and how they work.
To download the PowerPoint slides - please click here (.pdf 400KB)
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To enable further analysis of managed funds, may I suggest that all of the data available for them on your website currently (i.e. buy/sell price, performance, fees, etc) be made available via a downloadable Excel file. This would enable potential investors to sort the funds according to their own criteria and view all criteria simultaneously. I realise this can be done manually, but it's very time consuming!
Reviewer: Andrew
Hi there, I'm interested in the term advantage fund. It specifies no fees but is there anything a potential investor should be aware of?
Jill Rudings, Customer Service Manager: Hi Todd. That’s great that you are interested in the Term Advantage Fund (TAF). The TAF is very much like a term deposit, but designed as a Portfolio Investment Entity (PIE) so you may reap the benefits of a 28% tax rate if you are in a high tax bracket. To answer your question, there are no fees unless you opt to exit the Term Deposit prior to maturity and then there is a charge of up to $250.00, but do feel free to read our FAQ’s for all the information on this product.
Reviewer: Todd
Hit there. Given the downward price movement in the Tyndall Income Fund (more than some of the highest risk) might it be time to assess it's medium risk rating? With Asteron winding up its funds will you be introducing some other low/medium risk funds to your platform? Not a lot of choice.
Reviewer: Bastiaan
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