What's the Risk? is a simple investment series we hope investors can use to better understand index and portfolio performance, along with addressing some investment questions and dilemmas.
Full videos can be found at http://www.youtube.com/@whatstherisk1 (http://www.youtube.com/@whatstherisk1)
Wealth Financial (https://www.wealthfinancial.com.au/)
This podcast is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this podcast to make investment decisions and should seek professional advice.
Wealth Financial Pty Ltd (ABN 24 671 399 634) trading as Wealth Financial is an Authorised Representative (Authorised Representative number 1307593) and credit representative (Credit Representative number 555060) of Charter Financial Planning Limited.
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In this episode of "What's the Risk" we take a look at the Fama French Australia Value Research Index. It is a research index from the Fama French model that tracks the performance of stocks with low price-to-book ratios.
This index has data going back to 1975, so it's a valuable data set to measure the performance of value stocks in Australia against indices like the ASX 300.
While our benchmark comparison is the ASX 300 for this video, we also take a look at Fama/French Australia Value against the Dimensional Australian Value Trust - Active ETF (net of fees), as Dimensional have spent considerable time using Fama & French's research.
Want to learn more about investing? Search for "Your Investment Philosophy" on Amazon, Australian link: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ (https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/)
https://www.mfg.com.au
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
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17 Apr 2026
S&P 500 Equal Weight Index QUS?
In this episode of "What's the Risk?" we take a look at the historic performance of the S&P 500 Equal Weight NR Index AUD, which some investors may know is tracked by Betashares QUS ETF.
Equal weight indices have become more topical as market cap weighted indices have shown increased concentration in a smaller number of companies at the top of the index. For some investors their instinct tells them that this needs to be avoided and they'd be much better in an equal weighted index fund. This belief can be backed up by long term data showing that equal weight indices outperforming their cap weighted counterparts.
While over the long term equal weight indices have shown outperformance, every strategy has to be replicated in the wild successfully after costs and taxes. This is where equal weight strategies can run into problems.
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ (https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/)
https://www.mfg.com.au (https://www.mfg.com.au/)
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
2 Apr 2026
MVIS Australia Equal Weight Index MVW?
In this episode of "What's the Risk?" we take a look at the historic performance of the MVIS Australia Equal Weight Index. Some people would know the ETF that seeks to track the performance of this index as Van Eck's MVW.
Equal weight indices have become more topical as market cap weighted indices have shown increased concentration in a smaller number of companies at the top of the index. For some investors their instinct tells them that this needs to be avoided and they'd be much better in an equal weighted index fund. This belief can be backed up by long term data showing that equal weight indices outperforming their cap weighted counterparts.
In regards to the MVIS Australia Equal Weight Index it's not quite what investors might expect, it's not 300 or even 200 of Australia's largest companies equally weighted, at the moment it's 75, so while investors may be avoiding concentration risk by using a product that tracks this index, they're not achieving broad diversification.
As this index has outperformed a broader ASX over the longer term we consider some reasons for that, but we're slightly dubious on its equal weight characteristics. Either way, it's an interesting concept and we'll be looking at further equal weight indices in coming episodes.
Want to learn more about investing? Get our Book: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/ (https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/)
https://www.mfg.com.au (https://www.mfg.com.au)
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
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