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Insights & Behaviours

  • Why you should know dimensional fund managers
  • Dimensional Fund Advisers picks advisers, not stocks, and it works
  • DFA’s Disciplined Approach Earns It a Top Mark
  • So, you wanna be a billionaire?
  • Fees matter most when it comes to active management performance: Morningstar
  • Bridging the Gap between Academia and Investors
  • Dimensional Overview
  • Dimensions of Returns all slides
  • Introduction to Dimensional Fund Advisors
  • Reacting Can Hurt Performance
  • CIC – Returns vs Benchmarking Dec 2017 Ploutos

What about Bitcoin?

  • Should you invest in Bitcoin
  • The simple reason bitcoin will never be a currency

Investment Fees

Expense ratio


1. 0 %

Average New Zealand 'maximum management fee'


0. 0 %

Synergy Investments 50/50 model portfolio


Source: Morningstar search of allocation funds domiciled in New Zealand as at 2 August 2016. Synergy Allocation fund based on 50% equity and 50% fixed interest. Custodian and advisor fees may apply.


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Ploutos covers the Bay of Plenty

Contact

Allan Williams
Authorised Financial Adviser(AFA)
Ploutos Wealth Management

  • 0800 756 886
  • 021980614
  • allan@ploutos.co.nz
Independent Investment Advice in association with synergyinvestments.co.nz

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