FUND MANAGEMENT

Funds management

The third best Australian equity fund said patience was key to outperforming the index over one, three, five and 10 years. ...

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Funds management

Australian Ethical Investment’s shares have jumped over 40 per cent but the company warns that may lower net profit after tax....

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Features

Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....

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Funds management

Australians are approaching their investments the wrong way around, and have invested the majority of their funds in Australia, instead of investing where returns are hig...

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Funds management

Advisers are looking to small cap funds due to the low earnings growth being delivered by companies on the ASX100, a fund manager believes....

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Funds management

Half year figures showing a 172 per cent increase in post-tax profit reflect a turn-around in fortunes for responsible investment fund manager, Australian Ethical....

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Funds management

Digital disruption in wealth management should focus on engagement not technology, according to BNP Paribas Securities Services....

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Funds management

Dalton Nicol Reid renames, NWQ fund recognised as best in Asia-Pacific and FGG lists after raising $302 million....

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Funds management

The criteria used to create factor investing should be examined, with some managers using in-house models that have not been tested in market conditions....

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Funds management

UBS Tactical Beta Growth has been named as the winner in the Multi-Sector category in this year’s Money Management/Lonsec Fund Manager of the Year Awards. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 14 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 16 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 16 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....

9 months 3 weeks 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....

9 months 3 weeks ago