20 January 2010 | A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past five years while confirming the superior performance of the domestic equities market.
14 December 2009 | Chris Bowen begins consultation on rationalisation proposals aimed to address the issue of outdated legacy products.
2 November 2009 | The occurrence of range-bound markets is an interesting dynamic for managed futures and generally means that investors should adopt a long-term time horizon when investing in the strategy. Rodney Sebire reviews the good and bad of managed futures.
16 September 2009 | New Investment Trends research has revealed the degree to which confidence in managed funds and financial planners has taken a hit.
10 September 2009 | Positive market movements responsible for performance of funds.
19 August 2009 | Platform provider netwealth has added three new funds to its Investor Rewards Program, which was launched earlier this year.
4 August 2009 | BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year.
12 June 2009 | The fund has attracted over $1 billion in investment from institutional, international and retail investors since its launch in Australia in 2006.
8 May 2009 | Up to 10 exchange traded funds (ETF) have expressed interest in listing on the ASX's new Aqua platform, joining the three providers that have listed to date, according to general manager, equity markets, Richard Murphy.
22 April 2009 | Master trusts have outperformed the median industry fund in March, the first month this has happened since August 2008, according to a survey by Chant West.
21 April 2009 | While the IMA space has long been the domain of larger players, financial planners will be able to offer clients access to customised portfolios through a new platform, which planners can also brand as their own.
21 April 2009 | Australian SMSFs appear to have begun to increase their exposure to Australian equities, although cash holdings remain the major growth asset, according to SMSF administration firm Multiport.
21 April 2009 | Margin calls have hit record highs in recent months and many investors are questioning whether the funds management companies offering the underlying investments were acting in their best interests. A boutique manager is working on a new model it said will bring the objectives of both investors and manager together.
31 March 2009 | The number of new managed funds launched over the next few years will be greatly reduced, as will their targeted raise sizes, according to Aegis head of sales and relationship management Craig Northey.
30 March 2009 | Fund of hedge fund fees are so high that the average fund performs well below the average balanced fund, according to new research by Farrelly's.
5 March 2009 | New research reveals shift in wealth patterns, with managed funds emerging as the preferred destination.
27 February 2009 | AIOFP puts proposal before three major industry funds to provide advice to their members, using its recent 'cultural conversion' to fee-for-service as the lure.
27 February 2009 | Valuation changes have caused a plunge of up to 8 per cent in the assets held by managed fund institutions.
20 February 2009 | FUM falls across the board in 2008.
03:52 PM | Macquarie CountryWide and Becton both release property revaluation updates.
10 February 2009 | Broker sees growing consumer trend to direct equities.
27 January 2009 | Average fund posted minus 17.7 per cent return.
14 January 2009 | Wrap product offers combination of investment options.
4 December 2008 | Account to suit superannuation master trusts.
20 November 2008 | PAUL RESNIK reflects on his experiences during and after the '87 crash and what it might tell us about industry trends for the next few years.