MB fund

1

MB Fund Podcast: The Death of Value

In this weeks installment, we hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller pose the question “Is value investing dead?” Webinar slides available here  The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many investors are

0

MB Fund Podcast: The Death Of Value LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 15th August), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller as they pose the question “Is value investing dead?” The last few year’s of performance suggests there are some serious problems with value investing. In recent weeks, share market volatility has re-emerged and many

4

MB Fund Podcast: Aussie property update with Susan Farquhar

In this weeks installment, we have a special guest week in Susan Farquhar. Susan is one of the country’s leading experts in investment property and is Managing Director of Calla Property who specialise in helping everyday Australians make smarter decisions when choosing to invest in property. Through her decades of investing and helping others invest

4

MB Fund live tonight in Melbourne: Global Shocker!

As we round out 2 years in the saddle, we are happy to announce round three of the MB Fund seminar series. This year’s presentation is titled Global Shocker! It will examine the mushrooming threats in Australia’s external environment including Cold War 2.0 and trade wars, Brexit, a slowing China and US recession, as well as their impacts upon:

0

MB Fund Melbourne seminar Wed: The Global Shocker!

As we round out 2 years in the saddle, we are happy to announce round three of the MB Fund seminar series. This year’s presentation is titled Global Shocker! It will examine the mushrooming threats in Australia’s external environment including Cold War 2.0 and trade wars, Brexit, a slowing China and US recession, as well as their impacts upon:

6

How low will the Australian dollar go?

In yesterday’s LIVE webinar, MB Fund’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed using a five drivers valuaton model: Australia and Global Growth Interest rate differentials; Investor sentiment and technicals The relative strength of the US dollar. Investment Impacts Slides are

0

MB Fund podcast: Australian dollar trap door opens LIVE TODAY

In todays LIVE webinar (11am AEST, Friday 2nd August), hear from MB Fund’s Head of Investment, Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller walk through where the crashing Australian dollar is headed: Australia and Global Growth Interest rate differentials; Investor sentiment and technicals The relative strength of the US dollar. Investment Impacts HEAD

1

Podcast – SMSF Masterclass LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 18th July), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller as we have a look at: The latest stats from Australian SMSFs and where they are currently invested 2 major mistakes SMSF trustees make in asset allocation Some key ways to avoid making these

0

MB Fund podcast – Flight to Quality

In todays LIVE webinar, hear from MB Fund’s Head of Investments, Damien Klassen and Tim Fuller walk through the tools used at Nucleus Wealth for picking quality stocks. In this episode we focus on Damiens process on how stocks are considered for the portfolios at Nucleus Wealth. – The global move to quality by big

0

MB Fund Podcast – Flight to Quality LIVE TODAY

In todays LIVE webinar (12:30pm AEST, Thursday 11th July), hear from MB Fund’s Head of Investment, Damien Klassen and Tim Fuller walk through the tools used at the MB Fund for picking quality stocks. – The recent global move to quality by big fund managers – What is a “Quality” stock? – Man vs Machine: Where

1

MB Fund Podcast: Ethical investment essentials

This week’s LIVE webinar (12:30pm AEST, Thursday 4th July) – we explain all things ethical investment. Defining ethics in investment What does investing ethically mean to a portfolio’s performance? What are the options? What are the pitfalls? How we help investors invest according to their ethics, whilst still capturing all remaining upside Join MB Fund’s

0

MB Fund Podcast – Ethical Investment Essentials LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 4th July) – we explain all things ethical investment. An update on some big changes in company portfolios (such as Woolworths) Defining ethics in investment What does investing ethically mean to a portfolio’s performance? What are the options ? What are the pitfalls? How we help investors invest according

8

How to avoid an Evans Dixon disaster

Some revelatory news breaking over the last few weeks as listed wealth giant Evans Dixon comes under fire with some aggrieved clients choosing the AFR (here and here) as their messenger. The fact that coverage of the issue has yielded ten more complaints to the paper over the following weekend may indicate this is just

29

MB Fund seminar in Sydney tonight

As we round out 2 years in the saddle, we are happy to announce round three of the MB Fund seminar series. This year’s presentation is titled Global Shocker! It will examine the mushrooming threats in Australia’s external environment including Cold War 2.0 and trade wars, Brexit, a slowing China and US recession, as well as their impacts

3

MB Fund May Performance

The rip higher in bond prices meant that our asset allocation portfolios outperformed the median super fund substantially in May – three of our four tactical funds beat the median fund by over 1% in the month: The bond movement though leaves us at an impasse. Bond markets are pricing disaster, equity markets are pricing

3

MB Fund Podcast: Oil Canary Dead in the Cage?

This week’s LIVE webinar (12:30pm AEST, Thursday 20th June) – we dive into our take on the current state of the global liquid dinosaur trade. Key short term fundamentals reflection on recent price volatility Will the resurgence in US Shale force an OPEC+ extension? How do these short term measures play into our longer forecasts?

0

MB Fund Podcast: Oil Canary Dead in the Cage? LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 20th June) – we dive into our take on the current state of the global liquid dinosaur trade. Key short term fundamentals reflection on recent price volatility What are the implications for global growth, markets and interest rates? How do these short term measures play into our longer forecasts? Join

1

MB Fund podcast: What next for the RBA?

This week’s LIVE webinar (12:30pm AEST, Thursday 6th June) – Australia’s Reserve Bank has capitulated on its eternal economic optimism with the first rate cut in years just as the US Fed turns dovish in the face of Trumps trade war. How many cuts in the cash rate are ahead? What happens when it runs out of

0

MB Fund Podcast: Aussie dollar dazzler? LIVE NOW

This week’s LIVE webinar (12:30pm AEST, Thursday 6th June) – we discuss the outlook for the Australian dollar as the Us/China Cold War develops, the local economy falters and global markets sag. Join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we dive into the Aussie Dollar Drivers. HEAD

11

MB Fund Podcast: Is the beast back? The future of Australian property

This week’s LIVE webinar (12:30pm AEST, Thursday 30th May) – we dive into a big update on Australian’s favourite asset rollercoaster. With the pro-property party firmly back in power – the question remains, does this mean ‘risk on’ for the property pundits or is there still enough pessimistic proof of potential paroxysm? So join MB Fund’s Head

6

MB Fund Podcast: Rise of the beast? The future of Australian property. LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 30th May) – we dive into a big update on Australian’s favourite asset roller coaster. With the pro-property party firmly back in power – the question remains, does this mean ‘risk on’ for the property pundits or is there still enough pessimistic proof of potential paroxysm? So join MB Fund’s

1

MB Growth Fund rated “Recommended” by IIR

Independent Investment Research recently released a report into the fund underlying the MB Growth fund and rated it Recommended. Some of the highlights: Recommendation IIR ascribes a “RECOMMENDED” rating to the Nucleus Tactical Growth model portfolio. While the track record is relatively short, IIR views the quantum and pattern of performance as being consistent with

11

MB Fund level hits key benchmark

We are closing in on two years of running client money for the MB fund and we have hit a number of funds under management targets at Praemium which unlocks lower administration costs. We are passing all of the cost savings on to investors. Some of the added benefits: Lower administration cost. Platform administration costs

10

MB Fund Podcast: Trade War Explodes

This week’s LIVE webinar (12:30pm AEST, Thursday 23rd May) reviewed the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So join MB

15

MB Podcast: US/China economic war explodes

This week’s LIVE webinar (12:30pm AEST, Thursday 23rd May) – As we review the escalation between global powerhouses USA and China. Is this the Cold War 2.0? What is the US trying to achieve? How might it play out and some potential scenarios How are these events likely to impact investment in the near future? So

0

MB Fund Podcast: Mega Trends

On today’s show we look at some prevailing Mega Trends. Join MB Fund’s Head of Investment, Damien Klassen and Tim Fuller having a look at some of the major global trends that impact the way a money manager invests in stock markets. – Rising inequality – Baby Boomers – Women in the workforce – Global

10

MB Fund Podcast: Is the housing bust ending?

As the mainstream media are beginning to publish some bullish ‘green shoot’ news on the Australian property market, we take a look at a series of indicators to check whether the bulls have awoken on time, or early. So join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Chief Economist Leith