MB fund

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MB Fund podcast special guest: Damien Boey

We have another special guest week in Damien Boey, who is Credit Suisse’s head of Australian economics and equity strategy. He has worked for the firm for 13 years, and prior to his career at Credit Suisse, worked for 4 years at the Reserve Bank of Australia: After the interview we will then look at

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Strong start to 2019 for most super funds

Chant West has the latest performance stats: Super funds have kept up their strong start to 2019, with the median growth fund (61 to 80% in growth assets) gaining 2.7% in February on the back of the ongoing rally in share markets. “World share markets have traded in a V-shaped pattern over the past few

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Hostplus: Avoid bonds and cash

From Bloomberg: Australia’s best-performing superannuation fund is going against the grain by avoiding cash and bonds, betting the 30-year investment horizon of its youthful members means it can ride out looming economic shocks. Hostplus, which represents swathes of the country’s baristas and restaurant waiters, had about 53 per cent of its $40 billion invested in

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MB Fund February 2019 performance

Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time Australian government bonds have continued to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +5.3%, Tactical Growth +3.4% and Tactical Foundation +2.0% were the best performers. We

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Dodging the housing crash in your portfolio

We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are now worried about this having an impact on their stock portfolios. As prices move from a long overdue correction, potentially into a serious meltdown, it is easy to see how this will have an increasing effect

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MB Fund Podcast – Frankencredits and you.

This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits. Join MB Funds’s Head of Investments Damien Klassen, and Tim Fuller as we bring you up to speed some of the impacts these changes will bring: – Who the changes will affect most – How

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AQR: New S.M.O.O.T.H. Fund fights the good fight

Quick shout out to AQR (a large US quantitative manager) who have a post out fighting the good fight against some of the big issues with funds with high levels of unlisted assets – this includes many of the large industry super funds in Australia. Three of the key issues they raise: 1. Reporting quirks

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Are you kidding yourself about diversification?

For years, the RBA has argued that an economic recovery is “just around the corner” with wages and inflation about to increase.  So far the RBA has been wrong – their preferred trimmed mean inflation has been below target for 3 years and counting. The issue is the penalty for being wrong during a housing

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MB Fund Webinar – China Attacks! LIVE THURSDAY

This week’s LIVE webinar (12:30pm AEST, Thursday 21 Feb) – we explore the retaliation of China on a number of fronts. Join MB Fund’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as we bring you up to speed on the levers China can pull to exert influence on the

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MB Fund podcast: Special guest Graham Hand explores Hayne pain

Join MB Fund’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts of the recent Royal Commission on everyday Australian’s and the broader economy with bank veteran, author and now managing editor of the highly regarded Cuffelinks newsletter, Graham Hand. https://cuffelinks.com.au/   Take us on your daily commute!

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MB Fund Performance: January 2019

Stock markets continued to rally in January and the start of February to recover most of the losses from late 2018, at the same time Australian government bonds have begun to price a slowing Australian economy which led to a strong performance from all of our portfolios. International +4.3%, Tactical Growth +3.4% and Tactical Foundation +2.2%

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MB Fund Podcast: Will housing crash the Aussie economy?

This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of Australian growth and the potential impacts on the economy. Join Nucleus Wealth’s Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, Resident Economist Leith Van Onselen and Tim Fuller as we look at: – Household

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MB Fund Podcast: The Bear Awakes

This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have an impact on world markets in 2019. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – China – Can China arrest falling growth with

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MB Fund Webinar – The Bear Awakes – LIVE THURSDAY

This week’s LIVE webinar (12:30pm AEST, Thursday 31 Jan) – we explore the key bear themes that will have an impact on world markets in 2019. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: China – Can China arrest falling growth with more

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MB Fund 2018 performance

Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwise been another poor month for shares in December.  Being overweight bonds  came to the rescue in our tactical portfolios, in particular, our Income and Accumulation funds benefitted finishing up around 1% for the month. The

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MB Fund Podcast – Stocks vs. Bonds

This week’s LIVE webinar explores the prospects for global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has been happening behind the scenes with MB

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MB Fund Webinar – Stocks vs. Bonds LIVE TODAY

This week’s LIVE webinar (12:30pm AEST, Thursday 24 Jan) – we explore the prospects of global shares over the next 12 months Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – The showdown between stocks and bonds, which will be the best performer in 2019? – What has

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MB Fund Podcast – Bonds Away!

This week’s LIVE webinar – we explore the often overlooked world of BONDS. Join MB Funds’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively – How bonds fit into a

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MB Fund Podcast – Bonds Away! LIVE THURSDAY

This week’s LIVE webinar (12:30pm AEST, Thursday 17 Jan) – we explore the often overlooked world of BONDS. Join MB Fund’s Head of Investments Damien Klassen and Tim Fuller as we look at: – What are bonds and the different types available – How they should be classified and how to use them effectively –

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Another broken broker

Another unfortunate stockbroker collapse announcement in Halifax Investment Management leaving thousands of clients with over $200 million frozen while administrators review the damage and evaluate the return of capital (which may take months). You can add Halifax to a string of failed brokerages (although admittedly, the likes of Sonray and Opes Prime were based on

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Impact investing is bullshit

Elizabeth Knight has a look today at impact investing and millennials: Whether or not you subscribe to the view that today’s youth are an entitled, smashed avocado-eating, device-obsessed group, it won’t be that long before they move from being just consumers to being investors. And this they will do very differently from their parents and grandparents.

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MB Fund November Performance

Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immune to the effects. We have maintained our overweight cash and bond positions which helped to stem the losses and helped our portfolios outperform – although falling by less than competitors is rarely of much solace

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Six problems with super

With the royal commission awaiting the final report, we have been treated to a range of superannuation specific stuff-ups from major institutions. Most were through the master-trust structure that pools all the money and you end up in the situation where you as an investor find yourself paying for tickets to the tennis for HostPlus super clients,

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Is your fund manager swimming naked?

Only when the tide goes out do you discover who has been swimming naked. Warren Buffett It is a market truism that a rising stock market can hide a lot of sins, and it is only when markets fall or become volatile that you can see who has been simply taking lots of risk in a

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MB Fund Podcast – China in 2019

Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will impact investment across the world Webinar slides click here The information on this webinar contains

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MB Fund Podcast – China in 2019 LIVE at 12.30

This week’s LIVE webinar (12:30pm AEST, Thursday 13 Dec) – we look at CHINA. Join MB Fund’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Tim Fuller as we look at: – the current economic data coming out of China – Headwinds facing another major local boom – How these themes will

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Correction: MB Fund performance

Note – Chant West asked us to clarify the fund performance data below. In our original post it was unclear as to the source of the inception data. Chant West is out with its latest super fund returns: Chant West senior investment research manager Mano Mohankumar says: “Despite a disappointing October, growth funds still have a

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MB Fund Webinar: Spotting Dodgy Advice LIVE TODAY

This week’s webinar (12:30pm AEST, Thursday 29 Nov) – brings dodgy financial advice under the spot light. Sharing your financial and personal affairs with another person is not easy, made worse if it results in you paying them to line their pockets with your retirement savings. Join us as we run through the key factors