MB fund

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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

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October 2018 MB Fund Performance

Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large. The sell-off was sparked by rising bond rates, some disappointing earnings results in the US (more on outlook than numbers) and weaker global economic data. Sentiment worsened in October due to a cocktail of worries

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MB Fund Podcast: How bad the Australian property crash?

This week’s webinar is an Australian Housing Crash update. A slump in auction clearance rates, tightening credit, revelations of huge amounts of ‘liar loans’ and of course, falling house prices. Our take on how far it can go, and how we are positioning portfolios to avoid the fallout and take advantage of opportunities. Take us

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MB Fund Webinar – The Australian Debt Crisis Playbook

This week’s webinar we have David, Damien and Tim as we take a deep dive into the quantum of Australian debt, whether we are in a bubble and the after effects of deleveraging. Its a longie, but a goodie. Bubbles – Classifying which type of bubble we are in – Identifying the key factors –

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MB Fund Webinar – America’s Choice 2018 (TODAY)

This week’s webinar (12:30pm AEST, Thursday 8 Nov) – is a US election special. What the US mid term election result means for your portfolio, and how we use this news to position client capital to help take advantage of world markets. HEAD HERE for webinar, and have your questions answered live! Can’t make it

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MB Fund Webinar – A Super Problem?

This week’s webinar is a focus on the structural problems with superannuation: – How tax breaks are skewed – Superannuation isn’t working at getting people off the aged pension – Problems with superannuation funds in focus at the Royal Commission – Investment opportunities Find out below: Take us on your daily commute ! Podcasts now

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MB Fund September Performance

After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economic growth and the outlook for interest rates, as the US Federal Reserve hiked US interest rates by 25 basis points. All of those factors extended into October (and then some), with stock markets down close

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MB Webinar: Super problems

This week’s webinar, which is about to go live, is a focus on Australia’s superannuation system, specifically its design problems and its costs. Click here to watch Join us on now for the answers to your live questions. Register below to get emailed the topic each week:

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MB Super webinar: Drivers of Volatility

This week’s webinar at 12:30 pm AEST, Thursday 18 Oct is a focus on the drivers of the recent volatility in stock markets around the world: – How to hedge against volatility – What does it mean for your portfolio – Investment opportunities Add to your Calendar. Click here to watch Join us on our live

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Introducing MB Super

Fifteen months ago we started investing money for clients with a vision to bridge the gap in investment solutions for everyday people looking for the middle ground between cookie-cutter robo-advice and high-cost financial planning. We started investing in all forms except for retail superannuation, with the plan to offer retail superannuation shortly after launch. Unfortunately,

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MB Fund webinar: Cold War 2.0

Join Damien Klassen, David Llewellyn Smith and Tim Fuller as we discuss the new cold war between the US and China and how it affects the world of investment. Listen in to a replay of our webinar Find out below: Take us on your daily commute ! Podcasts now available on iTunes and all major Android

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Do financial advisers add any value?

Trying to work out how much value an investment adviser adds to the investment process is difficult, but Vanguard has had a go at quantifying it anyway.  Vanguard’s conclusion is that there are seven key areas adding to around 3% per annum (intermittently rather than every year) that could be added by an adviser (see here for

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MB Fund August Performance

International stock markets ripped higher in August and both the Australian dollar and bond yields fell, completing a trifecta of investment themes that we have been positioned for. With this backdrop all of our portfolios performed strongly: Given our portfolio tilt toward Quality stocks, our portfolios once again performed strongly over the month of August. Our

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MB Fund Seminar Melbourne is today!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. Sydney was terrific and now it is time to do it all again in Melbourne tonight! This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and

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MB Fund Seminar – book now!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and

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MB Fund Seminar series starts next week!

After a full year in the office, we are happy to announce round two of the MB Fund seminar series. This year’s agenda is, of course, The Great Australian Housing Crash! Come one and come all to see (and meet) Leith van Onselen, David Llewellyn-Smith and Damien Klassen as they discuss just how fast and