Forum Archive Index - September 1999

[M A Cameron <macameron@xtra.co.nz>]

Depends on what you want to know. It's basically a master trust only accessible
through the advisor group with the benefit of being able to transfer between the
different types of investment vehicles without the normal entry and exit costs.
If you want to know anymore you can ring Liz at Wise Planning (Advisor Group
Member) 032144433
Regards Murray

Katrina Hellyer wrote:

> Do you know any more about it?
> ----- Original Message -----
> From: M A Cameron <macameron@xtra.co.nz>
> To: <sharechat@sharechat.co.nz>
> Sent: Tuesday, September 28, 1999 12:27 AM
> Subject: Re: [sharechat] Mutual Funds
>
> > Hi Katrina
> > This fund is a service provided by a group of independent financial
> advisors
> > called Advisorgroup who use Armstrong Jones as their investment manager
> > Regards Murray
> >
> > Katrina Hellyer wrote:
> >
> > > Has anyone heard of a fund called Private Portfolio Service. It is run
> by
> > > Armstrong Jones.
> > > ----- Original Message -----
> > > From: Chris Marshall <Chris.Marshall@directories.co.nz>
> > > To: <sharechat@sharechat.co.nz>
> > > Sent: Tuesday, September 28, 1999 10:06 AM
> > > Subject: RE: [sharechat] Mutual Funds
> > >
> > > > Hi Brian
> > > >
> > > > During the crazy unit trust years of 1992-96 I invested into BT, NZFM,
> > > > Rothchilds, Jardine Fleming.
> > > > I found NZ based trusts hopeless cos of fund size (and therefore few
> staff
> > > > researching) and tax treatment causing poor returns.  The other three
> do
> > > > great in bull markets but I found only BT coped with bear markets
> > > reasonably
> > > > - the other two fell fast.  My favourite BT funds are the large equity
> > > funds
> > > > - Growth, International, American, European, Equity Imputation(Aust) &
> > > > Pacific Basin.  The first two are consistent at around 20% p.a. avg
> return
> > > > over 5 years.  The others are more volatile - returns varying 5 - 40%
> p.a.
> > > > MLC Platinum Global is run by Kerr Neilsen who used to run BT research
> > > till
> > > > he & some of his top staff moved to MLC - some of the other MLC funds
> seem
> > > > to be large and 20% p.a. avg too.
> > > >
> > > > Chris
> > > >
> > > > > -----Original Message-----
> > > > > From: Brian Brakenridge [SMTP:brianbrak@xtra.co.nz]
> > > > > Sent: Monday, 27 September 1999 8:22
> > > > > To: sharechat@sharechat.co.nz
> > > > > Subject: [sharechat] Mutual Funds
> > > > >
> > > > > Hi there:
> > > > > Mark, you said there are better ideas out there at present than
> index
> > > > > funds and overseas investments, could you please elaborate.
> > > > >
> > > > > Chris, you mentioned BT and MLC. Could you be more specific, I know
> > > > > Bankers Trust but which of their products look best for overseas
> > > > > investing. Who are MLC, sorry, that may be obvious.
> > > > >
> > > > > Cheers, Brian
> > > > >
> > > > >
> > > >
> > >
> > --------------------------------------------------------------------------
> > > > To remove yourself from this list, email
> sharechat-request@sharechat.co.nz
> > > > with "unsubscribe" in the body of the message, or use the
> unsubscription
> > > > form at http://www.sharechat.co.nz/forum.html.
> > >
> >
> > --------------------------------------------------------------------------
> > > To remove yourself from this list, email
> sharechat-request@sharechat.co.nz
> > > with "unsubscribe" in the body of the message, or use the unsubscription
> > > form at http://www.sharechat.co.nz/forum.html.
> >
> >
> > --------------------------------------------------------------------------
> > To remove yourself from this list, email sharechat-request@sharechat.co.nz
> > with "unsubscribe" in the body of the message, or use the unsubscription
> > form at http://www.sharechat.co.nz/forum.html.
>
> --------------------------------------------------------------------------
> To remove yourself from this list, email sharechat-request@sharechat.co.nz
> with "unsubscribe" in the body of the message, or use the unsubscription
> form at http://www.sharechat.co.nz/forum.html.


--------------------------------------------------------------------------
To remove yourself from this list, email sharechat-request@sharechat.co.nz
with "unsubscribe" in the body of the message, or use the unsubscription
form at http://www.sharechat.co.nz/forum.html.