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The Hunter Hall Global Ethical Trust invests solely in International Shares. The Fund aims to outperform the MSCI World Total Return Index; Net Dividends Reinvested in Australian Dollars; over the medium to long-term by 5% p.a. without incurring significant risk to capital.
The fund has a higher exposure to small cap stocks within the...
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We have previously advised that our new Administration Assistant – Amy – had started with us (that was four weeks ago already); and that Lisa, replacing Kathy in the Client Services Officer role had started with us: we can now announce that Peter Cashman – who you have all known of as a Joint Venturer with us over the past 2...
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Scholarship funds are managed investments, where contributions from parents and/or relatives are pooled to help save for a child’s future education costs. They are usually only offered by friendly societies.
Like managed funds there are fees charged on these products for maintaining the investments – and the provider makes the...
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‘Children’s Savings accounts’ are ‘high(er) interest’ bank accounts that operate in the same manner as a ‘regular’ bank account. They usually are low- or no-fee accounts and may offer bonus interest rates subject to minimum deposits or no-monthly withdrawals.
As with regular savings accounts there are...
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Investment bonds are provided by life insurance companies and friendly societies. Although the term “bond” is used, they are essentially like managed funds and receive special taxation treatment.
Insurance bonds have a range of investment options ranging from the more conservative fixed-interest type assets right up to funds that...
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