LAKEHOUSE SMALL COMPANIES

Funds management

These funds cover a variety of equity, fixed interest and mixed asset sectors, in the latest rebalancing of FE fundinfo’s quantitative rating....

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Features

There have been nine funds in the latest FE fundinfo Crown Ratings rebalance which have seen a significant five-ranking move from their previous position last September. ...

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Funds management

The latest FE fundinfo Crown Ratings rebalance has revealed the degree to which the times have not suited many value funds but have nonetheless seen 50 upgrades to the to...

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Features

Emerging markets are growing in popularity and those in the Asia Pacific ex Japan sector, and in India in particular, have a lot to offer investors, Laura Dew writes. ...

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Funds management

Money Management looked at equities invested in the Asia Pacific ex Japan region to see which funds were still standing despite China’s drag. ...

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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...

6 days 17 hours 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...

6 days 18 hours 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 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 1 week 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 1 week ago