LONSEC
Editorial
Pioneering the cause for ethical investing following its inception in 1994, it is no surprise that Hunter Hall was the clear front-runner and the first winner of this yea...
Financial planning
Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....
Financial planning
Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...
Financial planning
A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....
Financial planning
Three-time award winner PIMCO has again won first place in the Fixed Interest, Global and Diversified category in the Money Management/Lonsec Fund Manager of the year awa...
Financial planning
A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...
Financial planning
They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...
Financial planning
Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...
Financial planning
Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...
Financial planning
Three times in a row makes it a hat-trick for Schroder Investment Management, which has once again been crowned the 2011 Money Management/Lonsec Fund Manager of the Year....
Editorial
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Financial planning
The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...
Financial planning
Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....
Financial planning
Zurich has been entertaining bids to exit its ownership of Lonsec....
Editorial
What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...