Australian Ethical Fund small cap update

Update: Small Caps to Watch 2020

Back in November, we released our top picks for 2020 in the Small Caps space, you can grab a copy HERE. Here is the investment case for AEF we outlined in November. It has had a strong start to the year. Ongoing growth in FUM and strong inflows are expected to drive continued profit growth.…

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Following the Fund Managers

You may have seen my article on Livewire this weekend which talked about some of the common traits and mistakes, as well as the heroics we see when we do portfolio assessments for financial planning clients, mostly portfolios that have been managed by SMSF Trustees in isolation. Our portfolio assessments provide people with a bouncing…

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sophisticated investors

Stock Market Secrets: Unsophisticated Investors

“Sophisticated investors are people who have a level of wealth and or expertise in the market that excuses the seller of a financial product from the regulatory duty of care. Sophisticated investors are deemed to be smart enough or big enough to look after themselves. Someone with savoir-faire”. Well, in many cases, that’s a laughing…

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Stock Market News: The Banks

IDEA OF THE DAY BANKS It has been a torrid few days for the banks with ANZ cutting its franking from 100% to 70% and WBC cutting its dividend from 94c to 80c and raising $2.0 billion in an institutional share placement at 2532c with a share purchase plan to come. WBC has dropped 6.6%…

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