This is the question: is active funds management worth the effort?

As far back as 1609 William Shakespeare was mulling over the active/passive conundrum in one of the most famous passages from his Netflix mini-series, ‘Hamlet’ (working title: ‘CSI Copenhagen’).

“Whether ’tis nobler in the mind to suffer

The slings and arrows of outrageous fortune,” the procrastinating Danish protagonist whined.

“Or to take arms against a sea of troubles.”

Often misinterpreted as a contemplation on mortality, Hamlet’s speech was actually a query posed to the Danish Investment […]

Anthony Edmonds – InvestNow

12th June 2017

This is a great question, and one we receive often from our customers and prospective customers.

If we assume that an investor has a tax rate of 33% for their FIF (Foreign Investment Fund) investments, and a PIR (Prescribed Investor Rate) of 28% for their PIE (Portfolio Investment Entity) funds, then when their global share returns are over 5%, they would pay 1.65% tax on their FIF fund investment (being 33% multiplied by the 5% FDR, or Fair […]