funds management

Funds management

Stanford Brown claims vindication on 2018 investment calls

Making the right calls ahead of the closing months of 2018 has paid dividends throughout most of this year, according to Stanford Brown....

Funds management

Big fund manager names do not assure outperformance

While Hamish Douglass’ global equity fund has outperformed across all time horizons, the same can’t be said for long-standing Perpetual and Kerr Neilson’s Platinum funds....

Funds management

Magellan to float high conviction trust

Magellan Asset Management will undertake an IPO in a new ASX-listed investment trust, the Magellan High Conviction Trust....

Funds management

Industrial fund gets top rating

Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....

Financial planning

Australian Ethical issues upgraded profit forecast

Australian Ethical has posted that its underlying profit after tax for the 12 months ending June 30, will be represent a 30 per cent increase year-on-year....

Funds management

Responsible investing lead to better performance

The funds that have incorporated responsible investing principles outperformed most mainstream Australian and international peers, according to a report by the Responsibl...

Funds management

New Vic laws to increase costs for unlisted property funds

Victoria’s new stamp duty laws will drive up costs for unlisted wholesale and retail property funds sector, according to the Property Funds Association....

Funds management

Does chasing the highest dividend yields pay off?

Companies with the highest dividend yield can offer poor value for risk taken when compared to the market, according to Ausbil....

Funds management

Asia bucks trend to see AUM increase in 2018

Asia was the one bright spot in terms of wealth manager assets under management last year, being the only region where assets increased rather than declined....

Funds management

Clime’s funds post positive performance

Clime Asset Management’s three funds have turned in stellar performances for 12 months to May, 2019, the firm said....

Funds management

EMs offering attractive fixed income prospects

Advisers shouldn’t be asking if clients should be investing in fixed income but rather where they find those opportunities, as the market shifts to offering support to th...

Funds management

Fund managers give recognition to smaller research houses

Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....

People & Products

Ausbil looks to UK for overseas expansion

Ausbil chief executive Ross Youngman has indicated the firm could target the UK market as it considers expanding its global footprint and launching funds offshore. ...

Funds management

Smart-beta usage reaches record high

Adoption of smart-beta strategies has reached a record high with 58 per cent of institutional investors using this type of strategy, as concerns about the long-term track...