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CASH

Funds management

The current global selloff triggered by COVID-19 has investors taking refuge in cash, US Treasuries, and gold, according to data....

Funds management

Lumenary Investment Management has reduced the cash weighting on its Global Founders fund by more than half, having previously held more than 50% of the fund in cash....

Features

Laura Dew writes that the mixed asset sectors offer investors ‘the best of both worlds’ by allowing them to hold a varied range of assets in one fund which can be rebalan...

Financial planning

With the cut in interest rates by the Reserve Bank of Australia, investors are looking to cash or enhanced cash funds in order to achieve better returns while maintaining...

Features

Laura Dew writes that the K2 Australian Absolute Return fund has seen mixed results after a decision to move to 70 per cent in cash. ...

Funds management

K2 Asset Management saw outflows of $41.2m from a single investor during June in its underperforming K2 Australian Absolute Return Fund, as a result of the fund holding 7...

Expert Analysis

In retirement, our investment objectives need to pivot. With most investment strategies designed for people in accumulation, Alastair MacLeod writes that retirees may nee...

Funds management

The Peters MacGregor Global Fund has announced that due to market environment it will revert to cash and global equities....

Funds management

Fidante Partners has announced the launch of ActiveX, a series of actively-managed exchange traded funds....

Funds management

Data from FE Analytics showed some big global names have upped their allocations to cash, which could be a signal that managers are nervous about a possible market crash....

Funds management

Australian cash totalling $414 billion is invested in underperforming funds, according to research by digital wealth provider InvestSMART....

Features

While it may not be the asset class that makes for scintillating cocktail soiree conversation, an allocation to cash within a well-diversified portfolio can make both mon...

Superannuation

The Australian Prudential Regulation Authority has warned superannuation funds to stop claiming non-cash investments such as mortgage-backed securities are equivalent to ...

Expert Analysis

Evan Tsipas looks into what cash investors can expect to earn from interest and why....

Superannuation

Cash is still king for SMSF investors but there are clear signs of diversification, according to the latest Australian Taxation Office data....

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