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FUNDS MANAGEMENT
Funds management
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 Asset Management will undertake an IPO in a new ASX-listed investment trust, the Magellan High Conviction Trust....
Funds management
Lonsec has granted the highest possible ‘highly recommended’ rating to the Charter Hall Direct Industrial Fund....
Financial planning
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
The funds that have incorporated responsible investing principles outperformed most mainstream Australian and international peers, according to a report by the Responsibl...
Funds management
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
Companies with the highest dividend yield can offer poor value for risk taken when compared to the market, according to Ausbil....
Funds management
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 Asset Management’s three funds have turned in stellar performances for 12 months to May, 2019, the firm said....
Funds management
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 have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....
People & Products
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
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...
Financial planning
Challenger Funds Management chief executive, Ian Saines is to retire from the business, prompting the search for a successor....
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...