About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   depositrates.co.nz  |   landlords.co.nz
Last Article Uploaded: Friday, May 27th, 4:17PM
rss
Investment News

Opinion: Survey seeks to remove mystery

FundSource executive chairman David van Schaardenburg responds to critisims about Consumer's review of managed funds.

Friday, July 20th 2001, 9:51AM

Consumer have taken a positive stance on the suitability of managed funds for the broad populace. From this acceptance they are seeking to decipher some of the mystery (to the non-expert investor) that shrouds a diverse, and to many complex, industry.

Due to the nature of its target audience, Consumer have sought to provide a brief yet transparent and objective overview of the managed funds industry at a point in time. In seeking to obtain wide appeal with limited space to present related information, it doesn’t take a rocket scientist to work out that there are likely to be some imperfections as compared to the analyses that an expert fund researcher could achieve.

The pertinent question for survey critics is;

"In reviewing the managed funds industry, are Consumer improving the broad public’s understanding of it, or are they, through their limited analyses, delivering inappropriate and misleading information?"

We believe Consumer in its managed funds survey has made a considerable effort to work with the industry rather than ignore it. We also are of the view that Consumer’s work provides more credibility to managed funds and therefore may indirectly foster both advisory and managed funds industry growth. FundSource is pleased to work with Consumer in this process for the wider industry benefit.

 

Opinion: Consumers' got it wrong...again
Poll: Is Consumer giving good advice with its Managed Funds report? VOTE NOW

David van Schaardenburg is the executive chairman of managed funds research house FundSource. FundSource did the research for the Consumer article.

 

« Opinion: Consumer’s got it wrong ... again!King builds an empire »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend

Good Returns Investment Centre is bought to you by:

Subscribe Now

Keep up to date with the latest investment news
Subscribe to our newsletter today

Edison Investment Research
  • JPMorgan European Smaller Cos
    24 May 2016
    Long-term outperformance versus benchmark
    JPMorgan European Smaller Companies Trust (JESC) is a relatively concentrated portfolio of 60-80 stocks offering the potential for capital growth. The...
  • Deutsche Beteiligungs
    24 May 2016
    On track to meet FY16 guidance
    Deutsche Beteiligungs (DBAG) reported a strong performance in the first half of FY16 with an 11.1% increase in NAV supporting management’s guidance...
  • Worldwide Healthcare Trust
    17 May 2016
    Globally diversified healthcare portfolio
    Worldwide Healthcare Trust (WWH) has a track record of more than 20 years investing in the healthcare sector. A change to its mandate six years ago has...
  • Witan Pacific Investment Trust
    16 May 2016
    Long-term outperformance from multi-managers
    Witan Pacific Investment Trust (WPC) is a well-established investment trust differentiated by its broad Asian exposure and multi-manager approach adopted...
  • Qatar Investment Fund
    12 May 2016
    Positive outlook for growth
    Qatar Investment Fund (QIF) offers exposure to a country with growing GDP as a result of government policy to diversify away from a reliance on hydrocarbon-derived...
  • European Assets Trust
    11 May 2016
    Small-cap growth with high distribution policy
    European Assets Trust (EAT) invests in small- and mid-cap companies in Europe with the aim of achieving capital growth. A 6% annual distribution policy...
© 2016 Edison Investment Research.

View more research papers »

Today's Best Bank Rates
RaboDirect 3.25  
RaboDirect 3.25  
Based on a $50,000 deposit
More Rates »
Cash PIE Rates

Cash Funds

Institution Rate 33% 39%
ANZ 0.75    -    -
ASB Bank 1.40    -    -
ASB Bank 1.45    -    -
ASB Bank 1.50    -    -
ASB Bank 1.55    0.18    -
ASB Bank 1.60    -    -
Heartland Bank 2.60    3.22    3.37
Nelson Building Society 3.75    3.90    4.08
RaboDirect 2.00    2.07    2.17
SBS Bank 1.80    2.59    2.70
Westpac 1.00    1.03    1.07
Westpac 0.05    0.10    0.11
Westpac 2.75    2.83    2.96

Term Funds

Institution Rate 33% 39%
ANZ Term Fund - 90 days 2.60    3.01    3.14
ANZ Term fund - 12 months 3.25    3.64    3.80
ANZ Term Fund - 120 days 3.00    3.29    3.45
ANZ Term fund - 6 months 3.15    3.48    3.64
ANZ Term Fund - 150 days 3.00    3.39    3.55
ANZ Term Fund - 9 months 3.30    3.53    3.69
ANZ Term Fund - 18 months 3.30    3.64    3.80
ANZ Term Fund - 2 years 3.35    3.69    3.85
ANZ Term Fund - 5 years 3.60    3.85    4.02
ASB Bank Term Fund - 90 days 2.90    2.97    3.10
ASB Bank Term Fund - 6 months 3.40    3.49    3.65
ASB Bank Term Fund - 12 months 3.55    3.70    3.86
ASB Bank Term Fund - 18 months 3.60    3.75    3.92
ASB Bank Term Fund - 2 years 3.65    3.81    3.98
ASB Bank Term Fund - 5 years 3.80    3.97    4.14
ASB Bank Term Fund - 9 months 3.40    3.54    3.70
BNZ Term PIE - 120 days 3.00    3.29    3.43
BNZ Term PIE - 150 days 3.00    3.29    3.43
BNZ Term PIE - 5 years 3.60    -    -
BNZ Term PIE - 2 years 3.35    3.91    4.09
BNZ Term PIE - 18 months 3.30    3.86    4.04
BNZ Term PIE - 12 months 3.25    3.81    3.98
BNZ Term PIE - 9 months 3.25    -    -
BNZ Term PIE - 6 months 3.20    -    -
BNZ Term PIE - 90 days 2.60    -    -
Co-operative Bank PIE Term Fund - 6 months 4.00    4.11    4.30
Heartland Bank Term Deposit PIE - 12 months 3.40    3.79    3.96
Kiwibank Term Deposit Fund - 150 days 3.00    3.09    3.22
RaboDirect Term Advantage Fund - 12 months 3.45    3.55    3.71
RaboDirect Term Advantage Fund - 6 months 3.30    3.39    3.55
RaboDirect Term Advantage Fund - 90 days 2.85    2.93    3.06
Westpac Term PIE Fund - 150 days 2.80    3.08    3.22
Westpac Term PIE Fund - 120 days 3.25    3.13    3.27
Westpac Term PIE Fund - 18 months 3.35    3.58    3.75
Westpac Term PIE Fund - 12 months 3.35    3.58    3.75
Westpac Term PIE Fund - 6 months 3.25    3.38    3.53
Westpac Term PIE Fund - 9 months 3.20    3.44    3.60
Westpac Term PIE Fund - 90 days 2.60    2.82    2.95
Westpac Term PIE Fund - 2 years 3.40    3.85    4.02
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com