FUNDS

People & Products

Pengana Capital has appointed a second manager to its High Conviction Equities fund. ...

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Financial planning

It aims to be the most comprehensive environmental, social and governance rating index on the market, which will help advisers better navigate responsible investment opti...

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Funds management

Milford’s flagship Australian Absolute Growth fund has seen more than 20% returns over the past year thanks to a preference by the market for cyclical names. ...

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Funds management

Only 1% of Australian high-performing funds have outperformed their benchmarks for five consecutive years, according to S&P Dow Jones....

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Funds management

As Pengana sees the departure of two key managers, Steven Glass and Jordan Cventanovksi, how have their global funds performed over their tenure?...

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Funds management

Schroders has changed the objectives of its Real Return funds as it believes market conditions have made it more difficult to achieve the funds’ targets for investors....

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Funds management

There is a “long growth runway” for companies in the digitalisation space, believes Munro Partners, as consumers carry forward their habits of 2020 into the new year....

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Funds management

Whether actively managed or passive, no fund in the Australian equity income sector has managed to overcome low interest rates and dividend cuts to post positive returns....

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Funds management

Alternative funds managers in Asia Pacific need to focus on the challenges of growth in a COVID-normal environment which will include ESG products and diversity and inclu...

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Funds management

Zenith Investment Partners has announced the winners of its annual Fund Awards, recognising excellence in funds management across 22 categories....

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Funds management

The Schroder Absolute Return Income fund will maintain its defensive stance as it adds Australian investment grade credit and reduces global investment grade and Australi...

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Funds management

Schroders has launched a private equity fund for Australian investors in a move that will see more private assets solutions locally....

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Funds management

Only one emerging market fund for the past decade has viewed pandemics as a systemic risk and was positioned well before COVID-19 hit which has allowed it to actually mak...

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Funds management

The Australian Securities and Investments Commission has written to market participants to ask they act appropriately to ensure a resilient stockmarket. ...

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Funds management

Fixed income funds during the first quarter of the year offered greater potential for returns than equities, according to data....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 2 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 ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago