RECOMMENDED

Funds management

Research house, Lonsec, has granted a ‘recommended’ rating for the Ausbil Dividend Income Fund. ...

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Funds management

Zenith Investment Partners has upgraded its rating for the Platypus Australian Equities Fund to ‘recommended’....

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Funds management

Zenith has announced it has upgraded the two of Allan Gray’s funds, the Allan Gray Australia Equity Fund and the Allan Gray Stable Fund, to its highest rating of ‘highly ...

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Funds management

Lonsec has upgraded its ratings for three of ETF Securities’ funds: the ETFS S&P/ASX 300 High Yield Plus ETF, ETFS Morningstar Global Technology ETF and ETFS ROBO Global ...

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Funds management

Moelis Australia has announced the launch of the Fixed Income Fund in response to market sentiment which has been granted a recommended plus rating from IIR....

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Funds management

Zenith Investment Partners has granted either ‘highly recommended’ and ‘recommended’ ratings to four of Legg Mason’s global fixed income funds....

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People & Products

Charter Hall Direct funds have received positive ratings from Lonsec and Zenith across its suite of open unlisted property funds....

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Funds management

The Templeton Global Growth fund has been awarded a “recommended” rating by Independent Investment Research. ...

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Funds management

Bell Asset Management has been granted two ‘recommended’ ratings by Zenith in inaugural reviews of its two funds....

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Funds management

Ardea Investment Management’s Real Outcome Fund has received a ‘recommended’ rating from Lonsec....

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Funds management

Zenith has assigned a ‘recommended’ rating to BetaShares Legg Mason income active exchange-traded funds....

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Funds management

Platypus Asset Management’s Australian Equities Fund has received an upgrade to ‘recommended’ from Lonsec Research....

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Funds management

Lonsec has upgraded Allan Gray’s Australia Stable Fund to highly recommended....

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Funds management

Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘recommended’....

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Funds management

Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund to ‘recommended’....

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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 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 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 1 day 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