Eyes on the size

Article Abstract:

JB Were has closed its successful Emerging Leaders Fund because it was getting too big to guarantee good returns if money continued to flow into it. Moreover, the money manager will not create a new fund to replace it. This move follows research that indicates a negative correlation between fund size and performance.

Author: Freeman, Peter
Investment Offices, Mutual Fund Mgmt Companies, Portfolio Management, Mutual funds, Mutual fund industry, J.B. Were and Son Ltd.

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What deems are made of

Article Abstract:

Issues discussed concern techniques for retirees to manage their savings with savings accounts tailored to seniors in response to the Australian federal government's rules regarding pension eligibility. The varieties and benefits of so-called pensioner deeming accounts are described.

Author: Freeman, Peter
Statistical Data Included, Methods, Investments, Savings accounts, Investors, Retirees

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Subjects list: Management, Australia
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