Basic characteristics of these 2 structured products are… They provide the investor with exposure to the S&P/ASX200 Share Price Index (ie no exposure to dividends) They each have capped performance (Indicative caps are 28.5% for Series XIX and 47% for Series XXI) The terms are 2 years for Series XIX and 3 years for Series …
Daily Archive: August 2, 2010
pub-5731955080761916
Aug 02
A Need for Style Indices and/or more Style Biased Passive Funds
According to Morningstar, the best performing Australian equities fund over the last 10 years is the Dimensional Australia Value Trust. In this competition of winners, where only the biggest or best have survived, the Dimensional fund has outperformed 44 other funds, including those value giants, Perpetual, Tyndall and Investors Mutual and and different styled behemoths …
pub-5731955080761916