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Equities like apples to oranges
According to some asset managers, comparing international and domestic equities is not as simple as it might seem. This is because of the relatively recent distinction between ‘traditional’ international markets and ‘emerging’ international markets.
The term ‘traditional’ refers to the US and European markets, while ‘emerging’ encompasses Brazil, Russia, India and China, referred to as the BRIC countries.
Responding to the growing popularity in Australia for investment in BRIC countries, Standard & Poor’s and Dow Jones recently launched indices to capture these emerging markets.
Stuart James, associate director at Aberdeen, says that this is where the strong performances are to be found. “These only make up about 7 per cent of [traditional international funds], but emerging markets returned 42 per cent for the year up to May 31, 2006,” he says.
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Australian Retirement Trust (ART) has become a substantial shareholder in Tabcorp, taking a stake of just over five per cent in the gaming and wagering company.
AustralianSuper CEO Paul Schroder has said the fund will stay globally diversified but could tip more money into Australia if governments speed up decisions and provide clearer, long-term settings – warning any mandated local investment quota would be “a disaster”.
The Super Members Council (SMC) has called for streamlined super reporting to cut costs, boost investment flows, and strengthen retirement outcomes.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
72.60 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
44.46 3 y p.a(%)
4
Pengana High Conviction Equities B
39.12 3 y p.a(%)
5
Pengana High Conviction Equities A
39.05 3 y p.a(%)
