Australian superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs. In our new Shed Chats #podcast featuring the latest research, Parametric Managing Director of Research (Australia) Raewyn Williams points out that ignoring the tax consequences can potentially cost the portfolio 13 bps – a leakage exceeding the transaction costs by more than six times.
The sting in the transition tail
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The CURE ETF has offered performance since inception of 27.2% pa (compared to the S&P500 offering 13.1% and S&P Global 1200 Healthcare offering 10%).
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