FUNDS

People & Products

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

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...

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. ...

Funds management

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

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?...

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....

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....

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....

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...

Funds management

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

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...

Funds management

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

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...

Funds management

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

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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 3 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks ago
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