SIMON SHIELDS

Funds management

Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...

image
Funds management

Moving away from a closed-ended structure into an active exchange traded fund has been a successful move for the firm as it reports its first results in the new structure...

image
Features

Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...

image
Funds management

The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the st...

image
Funds management

The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt f...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Ross Smith

Sorry, every July I meet with each client who signs off on their FDS which disclosed adviser fees paid for the last 12 m...

20 hours 14 minutes ago
Michael Chalmers

Meanwhile the government says it wants to lower the cost of advice. The governments regulator is ballooning how much t...

23 hours 29 minutes ago
Chris Cornish

If an adult signs a form stipulating a payment to occur, that should be the end of the matter - no need for the governme...

1 day 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 3 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