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[外汇债券] 在commsec买listed managed funds [复制链接]

发表于 2007-7-17 15:32 |显示全部楼层

此文章由 daffodil 原创或转贴，不代表本站立场和观点，版权归 oursteps.com.au 和作者 daffodil 所有！转贴必须注明作者、出处和本声明，并保持内容完整

Commsec是这样说买他LISTED MANAGED FUND的步骤:

1. Visit commsec's website and choose a fund
2. Download the fund's PDS
3. Lodge the application form to fund manager

如果我直接把申请表寄给FUND MANAGER, 怎么claim 4%的contribution fee?

黑山老妖

钻石靴族

发表于 2007-7-17 15:34 |显示全部楼层

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When you download PDS from commsec, on the application form pages commsec set as your broker. So when you money is converted from money to units, instead of a deduction 4% for entry fee, that 4% is given to you as additional units.

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daffodil

臭鞋族

发表于 2007-7-17 15:46 |显示全部楼层

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Thank you very much, 老妖版主. I have had another look at the downloaded PDS and did see a Commsec label on the top righthand side of the application form.

One more question is that are there any ongoing commission fees that Commsec might charge my investment account with them. Many thanks in advance.

黑山老妖

钻石靴族

发表于 2007-7-17 15:55 |显示全部楼层

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They will charge an ongoing fee. It's called trailing commission. That's how they make money. They can't be doing you a favour for free. ;)

I suggest you have a look at investsmart.com.au They refend 100% entry fee and usually have lower trailing commission than commsec. And if total trailing commission exceeds $396 a year they will send you a cheque for the excess.

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我爱猫

白金靴族

发表于 2007-7-17 16:02 |显示全部楼层

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也就是说investsmart.com.au 最多收$396的commission?

黑山老妖

钻石靴族

发表于 2007-7-17 16:06 |显示全部楼层

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原帖由 我爱猫 于 2007-7-17 16:02 发表
也就是说investsmart.com.au 最多收$396的commission?

That's almost right. Conditions apply, read their website. But for most people it will be true.

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daffodil

臭鞋族

发表于 2007-7-17 16:11 |显示全部楼层

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Fair enough. As an investment novice, I always have too much to learn.

Thanks a lot. Your knowledge in investment is really adorable, :si156

astina

管理员

发表于 2007-7-17 16:15 |显示全部楼层

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原帖由 daffodil 于 2007-7-17 16:11 发表
Fair enough. As an investment novice, I always have too much to learn.

Thanks a lot. Your knowledge in investment is really adorable, :si156

so is his keeness and willingness to share

于无声处听惊雷