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Recent fund launches: global fixed income popular - though greatest value flowing into global equities. Of the latest 100 funds launched into the Australian investment market by leading independent responsible entity Equity Trustees, the greatest number (19) were for global fixed income. This was followed by 18 new Australian equity funds. There were some 16 alternative funds and an equal number of global equities, domestic real assets and Australian fixed income funds (13 of each), according to The 100 – which uses the sample of the last 100 funds launched in the same period each year to compare trends. Follow the link to read more. #leading #trustee #fundmanagers #the100

📈 Navigating the JSE's Index Harmonization: Impact on Offshore Investors 🌐💼 In the ever-evolving landscape of investments, the Johannesburg Stock Exchange (JSE) has recently taken a noteworthy step by increasing its focus on domestic stocks within its indices. For investors, particularly those who have maximised their 45% retirement or living annuity offshore allocation, this shift may pose challenges. 🔍 Key Considerations: Index Harmonisation: The JSE's move towards index harmonisation, specifically with the FTSE/JSE Index Series, has drawn attention. This adjustment reflects a strategic shift that investors need to factor into their portfolios. Impact on Offshore Allocation: Investors who have diligently allocated their funds offshore, whether for diversification or risk management, may find the increased emphasis on domestic stocks less than ideal. It prompts a reevaluation of asset allocation strategies. Strategies for Adaptation: In light of these changes, it becomes crucial for investors to reassess their investment strategies. Exploring alternative offshore opportunities and staying informed about emerging trends in the market can be key elements in adapting to this shifting landscape. https://lnkd.in/dhZfYv9y Kyle Hulett, FFA, FASSA, CFA Sygnia Asset Management #financialadvisor #investmentinsights #globalinvesting

MFP Ratings today released the 2023 full year MPF Asset Class Fund Flows Summary by declaring a watershed moment for Hong Kong’s MPF system. Never since its April 2017 launch has DIS received annual inflows greater than $15bn or attracted more than 30% of total annual MPF net inflows – until now. The MPFA’s mandated low fee, diversified fund option attracted an estimated $15.71bn or 30.1% of MPF’s 2023 net inflows, strong evidence members are heeding MPFA guidance to diversify and invest for the long term. At an MPF scheme sponsor level, BCT’s November ‘statement of intent’ acquisition of the Invesco Strategic MPF Scheme ensured it ended 2023 ranked first on a net inflow basis, surprising traditional scheme sponsor heavyweights, Manulife and Sun Life who fell to 2nd and 3rd respectively from a year ago. While DIS may have topped the asset class category level, at the fund level US equities themed funds dominated with Manulife’s MPF North American Equity Fund proving to be the most popular, attracting an estimated $3.94bn in net inflows. Find out the “MPF Ratings’ 2023 MPF Asset Class Fund Flows Summary” here: https://lnkd.in/gDv9qy-K #mpfratings #MPFRConsistentPerformers #MPFFastMover #MPFFormGuide #MPFIndustryAnnualReport #MarketInsights #MPFMarketShare #MPFFundFlows #MPFNetReturns #MPFIndustry #pensionschemes #assetmanagement #investmentmanagement #mpf #investment #empf

Higher interest rates have nearly two-thirds (66%) of fund selectors at leading wealth management firms bullish on bonds in 2024. Our new outlook report shows that as they anticipate rate cuts, 62% of selectors project long duration bond portfolios to outperform short duration in 2024. See how they’re positioning fixed-income holdings for the year ahead. https://lnkd.in/ezuf5Y5R

🌟 **Mutual Funds: A Pathway to Long-Term Wealth Creation** 🌟 Mutual funds have long been recognized as a powerful tool for building wealth over time. By pooling resources, investors can benefit from diversified portfolios managed by professional fund managers. However, while the potential for long-term growth is significant, there are challenges that can prevent clients from fully reaping the benefits. 📈 **The Power of Compounding:** One of the key advantages of mutual funds is the power of compounding. Over the long term, reinvested earnings can generate exponential growth. For instance, consistent investments in mutual funds can result in substantial wealth accumulation, especially when started early and maintained with discipline. 🔍 **Market Volatility:** While mutual funds offer the potential for high returns, they are also subject to market volatility. Economic downturns and market corrections can impact short-term performance, which might discourage some investors. However, history shows that markets tend to recover over time, rewarding patient investors. 💡 **Behavioral Challenges:** One of the biggest hurdles is investor behavior. Emotional reactions to market fluctuations can lead to impulsive decisions, such as selling during downturns and buying during peaks. This behavior can erode potential returns and negate the benefits of a long-term strategy. 📊 **Lack of Awareness:** Many clients may not fully understand how mutual funds work or the long-term benefits they offer. Education and personalized advice are crucial in helping clients make informed decisions. It's important for investors to be aware of different types of mutual funds and choose those that align with their financial goals and risk tolerance. 🛠 **Financial Planning:** Effective financial planning is essential for maximizing the benefits of mutual funds. Setting clear financial goals, understanding risk tolerance, and maintaining a diversified portfolio are key strategies. Regular reviews and adjustments based on life changes and market conditions can also enhance outcomes. #MutualFunds #WealthCreation #LongTermInvesting #FinancialPlanning #ClientEducation #InvestmentStrategies #BankingInCanada

The temporary drop in equities in early August might prompt fund investors to re-visit how their funds have done during past systemic market corrections. Here are some #canadian domiciled equity funds that fared reasonably during the Financial Crisis and the pandemic, and continue to outperform their peers.. #Canada #investing #mutualfunds #rrsp #tfsa

The $223 billion Future Fund has made significant new investments in equities over the past year. It now invests more than a third of its assets in listed equities, in particular global equities. Read more about the trend to international investing here. #wealth #shares #investing #sharetrading #ASX #globalshares

Friday Industry Update 📰 AMP North welcomes a new tool for financial advisers to support client review reports called North Interactive; to allow advisers to visualise clients' account and performance information. https://lnkd.in/gagFNbKg BlackRock Australia launches the iShares 15+ Year Australian Government Bond ETF (ASX: ALTB) in a bid to expand the firm’s iShares product suite in Australia. https://lnkd.in/gmkQZ-TC Macquarie Asset Management wins the top prize at this year's Investment Leadership Awards for the fifth time. https://lnkd.in/gYR4ZZPT. Pengana Capital Group closes the IPO for its Global Private Credit Trust at $160 million. https://lnkd.in/g9uJWzy6 Prime Financial Group (PFG) is set to acquire an unnamed Melbourne-based firm that operates investment research and funds management services. https://lnkd.in/g7BDbdrX The winners of The 2024 fund manager of the year awards are announced. https://lnkd.in/gcVerKed The Australian Bureau of Statistics releases its latest labour force figures with unemployment rate falling to 4 per cent in May, a decline of 0.1 percentage point. https://lnkd.in/gKwKJN3z The Australian ETF industry gains 1.7 per cent month-on-month in May to reach $198.3 billion, a new all-time record high. https://lnkd.in/g94CX9zg. #News #Wealthmanagement #Investment #Superannuation #Insurance

Gathering in London from 28 to 30 May, the Sovereign Wealth Fund Institute, representing organisations collectively in charge of trillions of dollars of funds, will be meeting for a global wealth conference. SWFs are state-backed and controlled entities, yet they have (some) similar characteristics of large family offices. Typically, they must invest for the long term; they can be large acquirers and holders of illiquid assets. On the other hand, with SWFs in democratic states, such as Norway, there are limits to how much freedom of action they have. In other countries, however, there is considerable latitude. Some of the changes in investment thinking that family offices are acquainted with have also affected SWFs. And these big funds can also hold stakes in the kind of banks and wealth managers that readers might work for. There are, in short, crossovers between family offices and SWFs. WealthBriefing interviewed Lakshmi Narayanan, chairman of the Institute, about the conference, the Institute’s thinking, and thoughts about wealth management. Read more in the article below. https://lnkd.in/d7Fj9QPZ #gwc  #globalwealthconference  #gwcbyswfi  #investing #Finance  #wealth  #innovation  #management 

It's crucial to understand that mutual fund returns are market linked and there are no funds that can surely get you 15% per annum. Average returns from mutual funds stand at 12-13% and can go as high as 18% for riskier fund categories like small and midcap over a long investment period. Instead of focusing on returns for choosing the fund, defining your goals and carrying out your risk appetite should be the first step. Identify your goal: Define your investment duration and required amount. This guides your fund selection and SIP amount. Whether it's wealth accumulation, retirement planning, or a specific financial milestone, clarity on your objective is paramount. Choose the right fund: Equities are riskier, while debt funds are safer but offer lower returns. If you want high returns and jump directly into equities without looking at when you need the money or whether you can handle volatility, you will only hamper your financial journey and not get the expected returns. Remember high returns come with high risk and equity funds are only for long-term investment horizon. Assess performance & risk management: Compare funds within your chosen category. Analyze SIP returns, standard deviation, beta, Alpha, Sharpe ratio, and Sortino to gauge risk-adjusted performance. Aim for funds with consistent performance and favorable risk metrics. Delve into qualitative aspects such as fund management strategy, research capabilities, and adherence to investment philosophy. Compare Costs: Evaluate Total Expense Ratios (TERs) to minimize expenses and maximize future returns. Additionally, consider factors like entry and exit loads, brokerage charges, and transaction costs. Lower expenses can significantly impact your long-term returns, making cost efficiency a critical aspect of fund selection. ☎ Please get in touch at +91 90510 52222 for any queries., 🔗 For disclaimer, visit: www.daycoindia.com, #DaycoIndia #DaycoSecurities #Investment #InvestmentPlanning