Opinions

Read the latest in thought leadership from Princeton.

Performance Measure pitfalls

Distinguished economists, statisticians and mathematicians often have their name associated with some economic theory, concept or tool. Some examples include Giffen goods, the Nash equilibrium, the Phillips curve and the Gini coefficient. Today, I would like to introduce you to another economic concept – Goodhart’s law. This “law” testifies that

Read More »

The Meaning of Life

Now that I am well and truly back in the office, a belated happy New Year to you and best wishes for 2024! Whenever I am on holidays, as I was in January in Canada, I invariably slip into my alter ego role of philosopher. That said you might be

Read More »

Extrapolating trends – a word of caution for business owners

Making predictions about the future based on past trends is fraught with danger. What lies ahead is rarely a straight-line extrapolation of historical data. Rather, the path to the future bobs and weaves and zigs and zags as unforeseeable factors almost always intervene. This is why managed investment schemes warn

Read More »

Mortgage and Debt

Marriages and mortgages have something in common – they are both “death pledges”. In a non-secular marriage ceremony, each partner vows to stay with the other ‘until death do us part’. Home buyers who execute a mortgage also commit to a “death pledge”, but not in a literal sense. To

Read More »

Personal Financial Myths

Elvis is alive, the Earth is flat and the Moon walks were a hoax. We humans cling to myths even when they are patently false. Our natural gullibility sees us embrace almost any invented story, no matter how unreal. As a Doubting Thomas, I am a natural sceptic. For me,

Read More »

Disclaimers: This information has been prepared and issued by (Investment Manager, Princeton Financial Services Pty Limited ACN 160 484 551 AFSL 429511) as investment manager of (Princeton Property Income Fund) and is only for the use of persons who are wholesale clients within the meaning of section 761G or 761GA of the Corporations Act 2001 (Cth (“Corporations Act”). The Trust Company (RE Services) Limited ACN 003 278 831, AFSL 235 150 is the trustee and issuer of units in the Fund. The information in this is not available to any person who is a retail client within the meaning of section 761G or 761GA of the Corporations Act. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the information memorandum, available request via our website (www.princetonfs.au/contact-us), prior to making any investment decisions.
If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

Neither the Investment Manager. nor any company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

Neither Princeton nor Perpetual give any representation or warranty as to the reliability or accuracy of the information contained in this information.

Effective return calculation assumes that the cash rate remains constant at 4.35% p.a. for a 12-month period and distributions are reinvested (EAY=(1+r/n)n−1).

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.