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ABSOLUTE RETURN

Funds management

Fidante has expanded its affiliate manager range with a strategic partnership with global long-short manager System Capital. ...

Funds management

In a move to expand its adviser client base, Milford Asset Management has lowered its flagship fund fee for advisers to 0.9% per annum....

Funds management

Milford’s flagship Australian Absolute Growth fund has seen more than 20% returns over the past year thanks to a preference by the market for cyclical names. ...

Funds management

There are almost a dozen funds that have Crown Resorts in their top holdings, where do they stand now the company has been declared unfit to hold a gambling licence in NS...

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. ...

Funds management

Cor Capital has failed to be deterred by queries and is maintaining its 25% weighting to cash, saying it is ‘essential’ to the fund’s outperformance. ...

Funds management

Melbourne boutique manager, Datt Capital, which saw its absolute return fund deliver “stellar” results, has said the current environment is exceptionally good for active ...

Funds management

The Schroder Absolute Return Income fund will maintain its defensive stance as it adds Australian investment grade credit and reduces global investment grade and Australi...

Funds management

There was a strong case for fund selection in the absolute return sector with returns during the first quarter of 2020 ranging from 8% gains to 70% losses. ...

Funds management

K2 Asset Management has undergone a significant restructuring process following a downturn in assets under management which it says will see the firm stay solvent for the...

Funds management

IOOF now leads the way with the most five Crown rated funds with nine, as the two double-digit five Crown funds from last year – IPAC Asset Management and Macquarie – bot...

Funds management

Yarra Capital Management has extended the reach of its its Yarra Absolute Credit Fund, which recently became available to the firm’s institutional clients....

Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

Funds management

Absolute return strategies are neither new nor alternative and are the best way to grow wealth, according to the team at ARCO Investment....

Funds management

Australian absolute return manager ARCO Investment Management has received a ‘recommended’ rating from Zenith....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 23 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago