ZENITH

Funds management

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

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Funds management

Investors in exchange-traded funds that follow passive indices might be faced with making active investment choices, according to Zenith....

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Funds management

Low-cost multi-asset funds are likely to experience higher volatility when markets decline, according to Zenith....

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Financial planning

The investment research provider said it will it provide formal recommendations on how financial advisers should vote in the best interests of their clients on investment...

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People & Products

Zenith has awarded a “highly recommended” rating to two Alphinity Australia share funds and a Principal Global Investors REITs fund....

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Features

The dynamics of the fund ratings market are changing and Oksana Patron writes that the established players are finding themselves facing plenty of competition from smalle...

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People & Products

Zenith Investment Partners has promoted Bronwen Moncrieff to the role of general manager of the Zenith business....

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Funds management

Pinnacle Investment Management has launched a new boutique fund which will be led by ex-Macquarie Australian Equities team members....

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Funds management

Australian absolute return manager ARCO Investment Management has received a ‘recommended’ rating from Zenith....

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Funds management

Zenith has upgraded the Colchester Global Government Bond Fund to ‘highly recommended’....

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Funds management

Plato Investment Management’s income solutions, the Plato Global Shares Income Fund and Plato Income Maximiser, have been earned three new ratings from IIR, Lonsec and Ze...

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Funds management

Investors’ demand for micro caps has been on the rise and led to six-fold growth in capacity in Zenith’s rated universe....

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Funds management

Market neutral equity funds recovered strongly in 2017 while Zenith has announced a new market benchmark for better performance comparison....

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Funds management

Ophir Asset Management’s High Conviction Fund has been awarded a ‘recommended’ rating by Zenith....

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Funds management

The unlisted property funds were Australia’s best performing asset class in 2017, according to Zenith, MSCI and the Property Funds Association....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

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ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 18 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 22 hours ago