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Investor Education > Latest Newsletter > Archived > Investor Intelligence August 2008 Print this page [ A ] [ A ] [ A ]
August 2008

Investor Intelligence August 2008

Welcome to Investor Intelligence for August 2008


2008 has been one of the most volatile in recent memory and as investors receive their annual statements and reports, many will be presented with negative returns. This month's education is focused on managing market volatility - with webcasts and articles from Australia's leading fund managers on how to deal with market volatility.

What hasn't been covered by these fund managers is unnecessary fees. It's a truth universally acknowledged that fees can have a detrimental effect on your investment returns. At 2020 DIRECTINVEST, our mantra is DON'T PAY UNNECESSARY FEES. It is now more important than ever that investors review the entry fees and adviser service fees they are paying their financial adviser, and assess whether these fees are justified by the level of service received and the value added by the adviser. Eliminate entry fees and dial-up adviser service fees with a simple one page Fund Broker Nomination Form. The impact of fees on your returns will be compounded over time, so the sooner you act the better.

Also this month, we are pleased to launch our new share trading service CMC Markets Stockbroking with a special offer for members if you sign up before 30 September.
 
The new financial year began on a downbeat. The S&P/ASX 200 Accumulation index fell 4.6% in July to be down 15.6% over 12 months.The AUD pushed as high as US 98 cents in July, its highest level against the US dollar in 25 years but was only modestly weaker over the month.

Read the Colonial First State Market Watch and other Fund Manager Market Reports >>

 
Colonial First State FirstChoice Personal Super

Colonial First StateLooking for a super fund? Colonial First State is one of the most consistently awarded fund managers in Australia. The FirstChoice Personal Super account gives you
  • Value: competitive fees and 100% entry fee rebate from 2020 DIRECTNVEST
  • Service: how and when you need it from friendly and informative staff
  • Choice: over 95 investment options with easy switching facilities
Min. Investment
$1,500
Investment Bonus 100% (4%) entry fee rebate on all contributions and regular savings plans
More Info Colonial First State FirstChoice Personal Super >>
Superannuation Master Trusts >>



 
Managing Market Volatility

With continuing market volatility, many investors are understandably concerned about their investments. This month's investor education is a selection of webcasts and articles from leading fund managers to help you gain a better understanding of what is happening in the markets.

Find out more >>

DIY Investing - More Smart Ideas & Strategies

After receiving some great feedback this year in Melbourne, Newcastle, Brisbane, Perth, Sydney, Adelaide, Darwin and Canberra, we are pleased to announce a second 2008 seminar series titled DIY Investing - More Smart Ideas & Strategies and we invite you to join Michael Lannon for more DIY investment advice.

Find out more >>
  

 
Falkiner Global Absolute Returns Fund
Falkiner Global Investors scans worldwide for a selection of the best companies available and aims to produce positive returns in most years and in most markets. more info

Mariner Small Companies Recovery Fund

Specifically targets undervalued companies which possess attractive prospects and are expected to recover or mature over the medium to long term. This approach is a promising market opportunity for investors who seek a diversified portfolio and understand the benefits of long term growth. more info

View all Latest Offers >>


 
CMC Online share trading from $24.95

We are pleased to introduce our new stockbroking service in conjunction with CMC Markets Stockbroking. This extended investment offering gives you direct access to shares through a discount broking service proud of its personal service.

As an special offer to 2020 DIRECTINVEST clients, if you open a share trading account before 30 September and transfer your existing CHESS HIN to CMC Markets Stockbroking, we will give you $1000 free brokerage on internet and phone trades to use in the first three months.

CMC Markets Stockbroking from 2020 DIRECTINVEST >>

 
Fund Name S&P Rating  
Tyndall Australian Share Value Fund
Up

ING OneAnswer IP ING Australian Shares
Down On Hold
Perpetual's Investor Choice Fund Aust Share  Down

For a complete list of re-rated funds and to keep up to date with fund ratings from both Standard & Poor's and Morningstar:

Managed Funds more info  
Superannuation Funds more info 
Allocated Pension Funds more info 

 
Copyright 2008 2020 DIRECTINVEST

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DIY Investment Seminars
Become a better DIY investor with our free investment seminars. more info
 
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