ARF Investment – Challenges In our first article we looked at some of the broader ARF investment challenges facing ARF & Pension investors. In Article 2, we looked at some specifics relating to traditional Deposit Funds, Bond Funds, Property Funds, Equity Funds & Commodities / Precious Metal Funds. Last week in Article 3, we explored the world of Absolute Return Funds, Multi Asset Funds, and Capital Secure Funds. In our final article I promised we would look into the sometimes-confusing …
Investment Market Update Monday Jan 29th 2018
Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,641 0.3 4.0 4.0 4.0 13.2 Ireland 7,034 0.5 0.5 0.5 0.5 9.7 UK 7,616 0.4 -0.5 -0.5 -0.5 11.0 France 5,522 0.7 4.0 4.0 4.0 16.9 Germany 13,316 0.1 3.1 3.1 3.1 12.4 MSCI World 2,234 0.1 6.3 6.3 6.3 26.9 S&P 500 2,839 0.1 6.3 6.3 6.3 26.1 Nasdaq 7,411 -0.1 7.4 …
How should I invest my Approved Retirement Fund? ARF Investment Fund New Horizons – Jan 18th Investment Article Number 3
In our first article we looked at some of the broader investment challenges facing ARF investors. Last week we looked at some specifics relating to traditional Deposit Funds, Bond Funds, Property Funds, Equity Funds & Commodities / Precious Metal Funds. This week we will look at some of the more complex fund options available on the Irish Market. These are: Absolute Return Funds Multi Asset Funds Capital Secure Funds Absolute Return Funds – Absolute Return Investing aims to produce a …
How should I invest my Approved Retirement Fund? Investment – Article 2 Jan 11th 2018 – ‘ARF Investment Fund Options’
In our first article we looked at some of the broader investment challenges facing ARF investors. This week we will start to explore the various types of ARF funds that are available. The good and bad news is that there are literally thousands of funds available to choose from. However, it is possible to group certain types of funds together in order to filter them into something approaching a digestible format. I have categorized them as follows: Cash & Deposit …
How should I invest my Approved Retirement Fund? Article 1 Jan 5th – ‘Investing – Past, Present & Future’
Over the next 3 weeks I will be writing 3 articles dealing with the important question of how to invest an Approved Retirement Fund in a risk appropriate fashion. I hope you find them useful. ‘Investing – Past, Present & Future’ Choosing a suitable ARF fund in which to invest your retirement fund can be a daunting prospect at the best of times. Believe or not choosing an investment fund or strategy over the past 7-8 years has been quite …
Budget 2018 Update – Main points
Standard rate income tax band increased by €750 for 2018, giving a tax saving in 2018 of €150 for higher rate taxpayers. Earned income tax credit for the self-employed and proprietary directors increased by €200 to €1,150 for 2018. The lower USC bands and tax rates will be reduced in 2018. The maximum saving for higher earners is €178 pa. DIRT rate reduced to 37% in 2018 but no change announced in the exit tax rate of 41%. All State …
Investment Market Update Monday 18th December 2017
Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,561 0.1 -0.2 -0.7 11.6 12.8 Ireland 6,913 -0.8 0.7 0.5 7.5 7.8 UK 7,491 0.6 2.3 2.3 9.0 11.1 France 5,349 -0.1 -0.4 0.6 13.2 14.0 Germany 13,104 0.3 0.6 2.1 14.1 14.9 MSCI World 2,086 0.4 0.5 4.7 22.0 21.8 S&P 500 2,676 0.9 1.1 6.7 21.9 20.9 Nasdaq 6,937 …
Investment Market Update Monday 11th December
Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,591 0.5 0.6 0.1 12.6 15.9 Ireland 7,067 1.0 2.9 2.8 9.9 11.2 UK 7,394 1.0 0.9 0.9 7.6 10.5 France 5,399 0.3 0.6 1.5 14.2 16.8 Germany 13,154 0.8 1.0 2.5 14.6 17.4 MSCI World 2,073 0.5 -0.2 4.0 21.2 20.7 S&P 500 2,652 0.6 0.2 5.7 20.7 19.7 Nasdaq 6,840 0.4 …
Investment Market Update Monday December 4th
Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,528 -1.2 -1.2 -1.7 10.5 20.7 Ireland 6,862 -0.1 -0.1 -0.2 6.7 12.6 UK 7,300 -0.4 -0.4 -0.3 6.2 12.8 France 5,317 -1.0 -1.0 -0.1 12.4 20.9 Germany 12,861 -1.2 -1.2 0.3 12.0 22.3 MSCI World 2,069 -0.4 -0.4 3.8 21.0 24.1 S&P 500 2,642 -0.2 -0.2 5.3 20.3 23.0 Nasdaq 6,848 -0.4 …
Investment Market Update Monday 27th November 2017
Equity Markets (Local) Level 1 Day % Month to Quarter to Year to 1 Year Date % Date % Date % Ago % Euro Stoxx 50 3,581 0.3 -2.4 -0.2 12.2 21.3 Ireland 6,875 0.3 -1.4 0.0 6.9 10.9 UK 7,410 -0.1 -0.7 1.1 7.8 12.6 France 5,390 0.2 -2.0 1.2 14.0 22.1 Germany 13,060 0.4 -1.3 1.8 13.8 22.1 MSCI World 2,060 0.3 1.3 3.2 20.3 22.7 S&P 500 2,602 0.2 1.3 3.6 18.4 20.0 Nasdaq 6,889 0.3 …
