ZENITH

People & Products

Both Lonsec and Zenith have awarded GAM alternative risk premia funds with their recommended ratings....

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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

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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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...

4 days 7 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...

4 days 8 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...

5 days 7 hours 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. ...

8 months 4 weeks 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