This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April). The chart shows the percentages of portfolios which have invested in the Top 50.
Here are some interesting highlights from the data:
The full results are available below (click the chart to open it up in a separate window/tab).
Here is Mophic’s first quarter update for 2018 – watch the video on their April 2018 outlook here.
Accessed through the My Documents page, the Investor Report gives you a full and detailed breakdown of all activity within your portfolio for the period you define, covering all transactional and financial aspects of your portfolio i.e deposits & withdrawals, buys & sells etc.
Here is how you produce one.
Morphic Global Opportunities Fund rose 0.7% in March. Emerging Markets were the best performing sector (+1.1% USD) for the quarter. The Fund’s largest contributor for the month was the short position in Swiss freight forwarder, Panalpina. The long position in Alstom was the second largest contributor and the largest detractor was the Fund’s long position in China Everbright (CEI).
If you have elected to receive distributions as cash, as opposed to having them reinvested into a fund, it’s important that you know that any cash will be credited to your InvestNow transaction account.
Some customers have asked if the cash would be credited to their nominated accounts automatically – the answer is no. You will need to login to your account and raise a withdrawal request to have any monies credited to your nominated account.
This week we added a new Fund Manager, Legg Mason, and their Legg Mason Brandywine Opportunistic Fixed Income Fund.
Legg Mason has over a century of experience and as at 31 December 2017, managed AUD$982 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. They are listed on the New York Stock Exchange, are headquartered in Baltimore USA, and employ more than 3300 employees in 39 offices around the world, including both Melbourne and Sydney.
Legg Mason Brandywine Global Opportunistic […]
The two most common questions we are asked about buying and selling managed funds are:
The answers to both questions differ for each fund/fund manager so we have created two FAQs which hopefully cover both questions for you.
The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds […]