Investment docs

Financial Services Guide

Posted on July 13th, 2011 in Investment docs

The Financial Services Guide for services offered by Fordham Investment Management is an important document. It provides you with information about us and the financial services that we are authorised to provide. It comprises the Licensee Profile and Adviser Profile/s: Licensee profile Download: Licensee profile Adviser profiles Download:… Read full story

Garnet Superannuation Fund

Posted on July 1st, 2011 in Investment docs

Transfer to Perpetual's Select Superannuation Fund On 1 June 2011 members of the Garnet Superannuation Fund (Garnet) transferred to Perpetual's Select Superannuation Fund (Select). The transfer enables members to continue to invest in a fund tailored to their needs and to benefit from the resources of … Read full story

Asset Allocation Review

Posted on June 30th, 2011 in Investment docs

As professional investors, we at Fordham are acutely aware that the single most important decision an investor can make is on their division of wealth between different asset classes ... Experience has shown that this decision makes the greatest contribution to determining the performance of … Read full story

Investment Breakfast

Posted on June 16th, 2011 in Investment docs, Seminars

December 2011 Our most recent investment breakfast presentation was held on Thursday, 8 December 2011. Please click for a copy of the Presentation. June 2011 … Read full story

Garnet Wholesale Investment Funds

Posted on May 15th, 2011 in Investment docs

Garnet Investment Management managed a series of wholesale unit trusts, including the Garnet Australian Equity Fund, The Garnet US Equity Fund and the Garnet UK Sterling Equity Fund. These Funds are no longer open for application as of 15 May 2011. Click below for our … Read full story

Economic & Investment Horizons

Posted on October 1st, 2010 in Investment docs, Newsletters

Australian housing ... the bubble of our lifetime? For the vast majority of Australian's, "bricks and mortar" remains their largest asset, outstripping wealth invested in superannuation. This love affair with property has a long history and those who have placed their faith in this asset … Read full story

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