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Review: Bennelong Concentrated Australian share fund
Name: Bennelong Concentrated Australian Share Fund Founded: 2009 Fund size: $702 Million Bennelong Concentrated Australian Share fund is managed by Bennelong Australian Equity Partners, which is a professional fund manager that offers five different strategies. In total BAEP manage $3 Billion for clients, this fund has $702 million in it. The fund and company is… Read more
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Three questions that help put your portfolio into perspective during turbulent times
Recent market turbulence has been a wake up call for many investors. Feeling queasy? It isn’t too late to make portfolio changes: The ASX 200 price index may be down 10% from its all-time high, but it’s still up an eye-popping almost 300% since March 2009 when you include dividends, and even more after taking… Read more
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LIC Review: Djerriwarrh
Name: Djerriwarrh Investments Limited ASX Code: DJW Founded: 1989 Dividend yield: 4.70% Market Cap: $847 Million MER:0.45% Price: $3.23 Pre – Tax NTA (22 October): 3.41 Premium/Discount: -10% Djerriwarrh is a listed investment company that was founded in 1989 and listed on the ASX in 1995. They invest in Australian equities with a focus on… Read more
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The Financial Freedom Formula: CAGR, Income, & Expenses
Hi there, welcome to the latest blog post. The purpose of investing is to build wealth. For nearly everyone, wealth is not the goal in and of itself. Financial freedom is. By financial freedom I mean the ability to indefinitely live off of your savings and do what you want, when you want. For investors, this… Read more
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LIC Review: Milton Corporation
Name: Milton Corporation Limited ASX Code: MLT Founded: 1958 Dividend yield: 4.12% Market Cap: $3.02 Billion Price: $4.60 Pre – Tax NTA (14th August): 4.65 Premium/Discount: 1.1 % Discount Milton Corporation is a conventionally structured Listed Investment Company that was established as a private investment company for four shareholders in 1938. It became a public… Read more
