Beating the index: LICs vs active unlisted funds

Key Points LICs provide fund managers with more certainty LIC investors’ returns can diverge from the portfolio’s LICs provide potential cyclical opportunities In Choosing an Australian shares fund we imagined a scenario where an investor had set up their self-managed superannuation fund and made initial allocation decisions about the various asset classes. For the portion earmarked for Australian shares, we looked into several ‘active’ funds. These were unlisted funds run by managers trying to earn a better return than the index. Or, at least, that’s what they claim. Our research indicated that several big-name funds do little but stick...

In Choosing an Australian shares fund we imagined a scenario where an investor had set up their self-managed superannuation fund and made initial allocation decisions about the various asset classes.

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