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  • mfd's Avatar
    29-04-2019, 12:09 PM
    mfd replied to a thread Marlin in NZX
    It's not that I don't understand them in isolation, I just don't understand why one fund would have so much going on - it's a merry-go-round of...
    452 replies | 57007 view(s)
  • mfd's Avatar
    29-04-2019, 11:54 AM
    mfd replied to a thread Marlin in NZX
    Fantastic, we only need a 10% underperformance for the fees to be competitive. I always prefer to think of the fees in terms of a proportion of my...
    452 replies | 57007 view(s)
  • mfd's Avatar
    29-04-2019, 11:23 AM
    mfd replied to a thread Marlin in NZX
    The literature I have read suggests that virtually no active managers are able to outperform over the long run, and that it is impossible to predict...
    452 replies | 57007 view(s)
  • mfd's Avatar
    29-04-2019, 11:12 AM
    mfd replied to a thread Marlin in NZX
    It's a strategy that worked well during the bull run we've had. If there were a crash that, say, reduced the NAV by 30%, you will find your...
    452 replies | 57007 view(s)
  • mfd's Avatar
    29-04-2019, 10:37 AM
    mfd replied to a thread Marlin in NZX
    Slightly misleading to describe this as a return on capital - it is almost entirely a return of capital. Marlin will sell your holdings, regardless...
    452 replies | 57007 view(s)
  • mfd's Avatar
    24-04-2019, 09:57 PM
    mfd replied to a thread Marlin in NZX
    I'm not particularly recommending smartshares and don't hold, it was just an example of a cheaper way to access this kind of fund. The other option...
    452 replies | 57007 view(s)
  • mfd's Avatar
    24-04-2019, 05:01 PM
    mfd replied to a thread Marlin in NZX
    Very handy that people focus on the merry go round rather than the fees. Maybe we're paying for the entertainment value?
    452 replies | 57007 view(s)
  • mfd's Avatar
    24-04-2019, 02:10 PM
    mfd replied to a thread Marlin in NZX
    You mean they sell enough of their holdings each year to repay you some of your capital? The underlying holdings do not pay that high a yield. If...
    452 replies | 57007 view(s)
  • mfd's Avatar
    24-04-2019, 01:30 PM
    mfd replied to a thread Marlin in NZX
    Comfortably behind their benchmarks over 5 years though - total shareholder return of 10.7% including the faff of dealing with warrants and...
    452 replies | 57007 view(s)
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About mfd

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04-01-2014
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