FUND MANAGER

Funds management

LIC Australian Foundation Investment Company has reported a drop in profits from 2015 to 2016, but its return outperformed the index over 10 years. ...

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Funds management

PIMCO has announced it would have a new CEO in November, as the current CEO would move to being managing director and senior adviser from 1 November....

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Funds management

Stockspot said it had cut its advice fees to zero for investment portfolios under $500,000, for clients with less complex advice needs. ...

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Funds management

Terra Capital’s returns have jumped over 50 per cent for the third time in six years on the back of resources....

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Funds management

AMP Capital snaps up $250 million of Sydney’s industrial assets, citing that the industrial property market will continue to grow. ...

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Funds management

Investec has bought $23 million of Sydney commercial property in Macquarie Park that’s tipped to rise in value, and is 100 per cent tenanted. ...

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Funds management

An international fund manager expects that US and European markets will fall further and holds 60 per cent portfolio protection. ...

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Financial planning

Constant regulator changes for advisers, market volatility, and weaker investor confidence has dampened AMP’s wealth management division net cash flows. ...

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Financial planning

Australian Ethical hires Michael Murray to further boost the investment team’s experience. ...

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Funds management

The ETF industry is set to grow from $5 trillion to $100 billion, according to iShares....

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Funds management

With growing opportunities for company in the country, Acadian has hired a vice president of portfolio management and research....

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Funds management

Currency movements provided a real tailwind for unhedged infrastructure strategies in the year to 30 April with the top fund returning 32.6 per cent, according to Zenith....

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Funds management

Ethical investing is more than just about having green credentials or being socially aware, but is about high convictions when investing. However, as Jason Spits writes, ...

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Funds management

While Ellerston Capital has been managing money for nearly 15 years, many advisers are unlikely to have heard of it, but as Jason Spits writes, a shift in focus has alrea...

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People & Products

Invesco launches Invesco Wholesale Global Targeted Returns Fund....

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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...

9 hours ago
Ross Smith

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

10 hours 58 minutes 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. ...

3 days 10 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 1 week 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