在commsec买listed managed funds

daffodil

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

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.

daffodil

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

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.

我爱猫

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

黑山老妖

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.

daffodil

Fair enough. As an investment novice, I always have too much to learn. Thanks a lot. Your knowledge in investment is really adorable, 56

astina

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, 56 so is his keeness and willingness to share

daffodil

原帖由 astina 于 2007-7-17 16:15 发表so is his keeness and willingness to share

Devil_Star

LZ说的应该是COMMSEC DIRECT FUND吧， LISTED MANAGED FUND的话直接打入ASX CODE，作为股票买卖就好了～