lonsec

Financial planning

Fidelity International takes the long view

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

Perennial trust a small wonder

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

Schroders takes a hat-trick

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

What's in a fund rating?

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

Agri-MIS still too risky for advisers

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 exiting Lonsec

Zurich is entertaining bids for Lonsec as it looks to exit ownership of the research and ratings house....

Financial planning

Zurich looks to exit Lonsec ownership

Zurich has been entertaining bids to exit its ownership of Lonsec....

Editorial

Asset classes and product types: considering the alternatives

What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...

Editorial

Asset classes and product types: considering the alternatives

PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...

Editorial

April research round-up

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

Financial planning

Solid year for small caps

Investing in the Standard & Poor's/ASX Small Ordinaries Accumulation Index returned solid dividends for many investors last year, but you had to be in the right place at ...

Funds management

Macro events cloud equities outlook in 2011

Despite the Australian sharemarket only returning a modest gain of 1.9 per cent over the 2010 calendar year, Australia remains vulnerable to recent global events, accordi...

Financial planning

Fund manager performance: reaching for the Holy Grail

The past 12 months have proven challenging for most fund managers, with above-index returns eluding most of the sector. Ashleigh McIntyre reports....