GLOBAL EQUITIES

Funds management

As Pengana sees the departure of two key managers, Steven Glass and Jordan Cventanovksi, how have their global funds performed over their tenure?...

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Features

The impact of the COVID-19 pandemic on global stockmarkets has led to over a quarter of global equity funds receiving 1 Crown ratings....

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Features

Australian small and mid-cap equities had the highest percentage of 5 Crown rated funds in this latest edition of FE fundinfo’s Crown Ratings, representing 17% of the sec...

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Funds management

With Jeff Bezos stepping away from the chief executive role at Amazon, Money Management looks at which funds have the highest allocation to the e-commerce firm....

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Funds management

Exposure to pandemic-specific stocks such as Zoom and vaccine manufacturer Moderna have helped the Baillie Gifford Global Growth fund become the best-performing global eq...

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Funds management

A strong focus on quality stocks and reduced volatility has led the Fairlight Global Small and Mid-Cap fund to receive a ‘recommended’ rating from Lonsec....

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Funds management

There will be attractive stocks at both ends of the price-to-book valuation spectrum in 2021, as some out-of-favour stocks display improving sentiment, according to State...

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Funds management

UK-based investment manager Marylebone Partners is expanding into Australia and New Zealand by retaining the services of third-party distribution company 3PD Pty. ...

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Funds management

While most of the top-performing ethical/sustainable global equity funds since the start of 2020 were active funds, almost half failed to make a return, according to data...

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Funds management

The top-performing fund when comparing the smallest and largest active global equity funds was a $1.2 million sized fund returning 44.35% since the start of 2020, accordi...

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Funds management

Munro’s climate change theme focuses on clean energy, batteries, building efficiency, and packaging, water and waste as it believes the sector is becoming more important ...

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Funds management

Despite tech stocks leading the US markets this year, Pengana has now completely exited large-cap technology companies in its International fund....

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Superannuation

Advised and non-advised SMSF clients could be a target market for the US boutique active manager as it seeks to make Australia its second-largest market. ...

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Funds management

Netwealth has added two new mandated strategies from Magellan Asset Management to its global specialist series investment range. ...

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Funds management

‘Aggressive buying’ of stocks that would benefit from social distancing during the market downturn and expecting the COVID-19 pandemic would be worse than anticipated has...

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

9 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

14 hours 27 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 8 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago