Robin Powell 18 May 2022

Jack Bogle, the man who revolutionised investing

Jack Bogle is widely known as a pioneer for low-cost index investing in the mid-1970s. But what exactly was his legacy? Forget the folksy grandfather figure Bogle became. A new book suggests his impact on fund management was similar to that of punk rock on the music industry. Here’s ROBIN POWELL.

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Karthica Underwood
28 Sep 2020

Betafolio Models Available Through Fusion Platform

Our partnership with Fusion allows us to reach further into the community and take away the investment burden so advisers can focus on what they do best.
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Nicki Hinton-Jones
23 Sep 2020

I know you can hear me, but how do I know you’re listening?

Last week we held a mastermind discussion with some of our most ideal clients – high quality financial planners who are focussed on supporting their clients through coaching and planning. The topic for the day was adviser charges – what are fair rates for advisers and clients, are ad valorem fees becoming outdated, are fixed fees the way forward?....Unsurprisingly there were many differences of opinion on the answers to these questions, but the one element over which there was no dispute is that, regardless of how they pay, all clients really care about is the value they receive. Perception of value is the key factor for achieving client satisfaction.
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James Gillespie
25 Aug 2020

Ethical vs ESG: Can You Teach An Old Dog New Tricks?

The Betafolio ESG range is positioned to place more emphasis on companies that are adhering to higher sustainability standards while maintaining our low cost, buy-and-hold and globally diversified approach that has been demonstrated to serve investors well in the long term. The portfolios range from 0% to 100% equity allocation, with a typical OCF of 0.22%.
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Daniel Rawlinson
19 May 2020

Global and Proud

Home bias refers to the tendency for investors to cluster their holdings in domestic markets.
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