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标题: Blue Ribbon Awards for Investment [打印本页]

作者: 单衣纵酒    时间: 22-8-2007 22:04
标题: Blue Ribbon Awards for Investment
以下是AFR Smart Investor对过去一年各大FUND MANAGERS的评选结果:

Fund Manager of the year: AXA

Industry Super Fund: AustralianSuper
highly commended: REST, SunSuper

Retail Super Fund: CFS First Choice Personal Super-first choice growth
highly commended: AMP Flexible Lifetime solutions & Custom Super Balance Growth,
                               Vanguard Personal Super Plan Life Strategy-Growth

Australian Large-Cap Shares: AXA/Alliance Growth
highly commended: BT Financial Group, Challenger, Perennial Growth

AUS Small-Cap Shares: Perpetual
highly commended: BT  Financial Group, Eley Criffith Group

International Large-Cap Share: AXA/Bernstein Value
highly commended:  Deutsche, Zurich/Lazard

International Small-Cap Share:
Hunter Hall
highly commended:BlackRock Investment Managment, Zurish Financial Services

Aus Bonds: Tyrdall
highly commended: UBS

Global Bonds: Barclays Global Investors
highly commended: PIMCO

Aus Mortgages: Perpetual
highly commended: CFS

Aus Listed Property: RREEF/Deutsche
highly commended: MLC, Vanguand

Global listed property: Perennial
highly commended: RREEF, Deutsche

International Hedge Funds: Deutsche
highly commended: CFS

Multi Sector-Conservative: ING
highly commended: BLACKROCK, BT

-Balanced: BT Financial Group
highly commended: AMP, Vangnard

-Growth: Macquarie
highly commended: AMP Vangnard

Annuity of the year: AMP
highly commended: AXA, Challenger

Platform of the year-Super: Macquarie Wrap-super & pension manager
highly commended: ASGARD eWrap S/P, CFS-First Choice

Platform of the year-Non-Super:CFS-First Chioce Wholesale Inverstments
highly commended: Macquarie Wrap-Investment Manager, Beacon Managed Fund & Share Service

[ 本帖最后由 单衣纵酒 于 22-8-2007 22:19 编辑 ]
作者: 单衣纵酒    时间: 22-8-2007 22:23
The awards are judged by Morningstar and Rice Warner Actuaries, using a mix of 12-month performance date and qualitative factors that the researchers use in their ratings such as fees and management structure.
作者: cello    时间: 31-8-2007 12:17
是不是表示现在用的super不在里面就应该考虑转移呢?
作者: 单衣纵酒    时间: 31-8-2007 12:43
你去年的Super收益率是多少?
我记得去年的Super平均收益率是14%左右,如果你现在的比这个低很多就要考虑下原因了。
作者: cello    时间: 31-8-2007 13:13
忘记了。。

另外请问,什么收入情况下值得考虑自己多交super呢?我还不是42%的受害者,是不是不需要想了
作者: flame0515    时间: 1-9-2007 01:18
请单衣纵酒前辈介绍一下多交super是不是salarysacrifice中最好的一种方式?谢谢
作者: 单衣纵酒    时间: 2-9-2007 10:12
我是每年一台笔记本,这个最直接;你还可以和公司谈,有不少公司给员工做火车年票的sacrifice.

Super我原来的公司有补贴,加上替交管理费,所以我买15%的super.




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