Yearly Archives: 2015

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24 11, 2015

Australian Financial Review’s Smart Investor profiles DFSPS Portfolio approach

By |2018-04-19T17:35:25+10:00November 24th, 2015|Categories: News|Comments Off on Australian Financial Review’s Smart Investor profiles DFSPS Portfolio approach

Whereas most off-the-shelf model portfolios attempt to avoid shocks by guessing what lies ahead, DFS Portfolio Solutions rebalances between [...]

15 10, 2015

S&P/ASX300 returns -0.7% over 12 months and 2.5%p.a. over 2 years to September 2015 compared to DFS Alternatives Model return of 7.1% and 5.9%p.a.

By |2018-04-06T11:29:54+10:00October 15th, 2015|Categories: News|Comments Off on S&P/ASX300 returns -0.7% over 12 months and 2.5%p.a. over 2 years to September 2015 compared to DFS Alternatives Model return of 7.1% and 5.9%p.a.

The objective of the DFS Alternatives Model is to generate positive (absolute) returns through exposure to liquid alternative investment [...]

15 08, 2015

Yields on diversified portfolios compress to ~3.5%p.a. before adviser, platform and fund manager fees

By |2018-04-06T11:29:54+10:00August 15th, 2015|Categories: News|Comments Off on Yields on diversified portfolios compress to ~3.5%p.a. before adviser, platform and fund manager fees

With the cash rate now at an all-time low (1.5% pa), the prospect of anaemic global economic growth, and [...]