Research house Lonsec said small companies posted modest gains of 6.6% during 2012, a welcome improvement on the negative 21% returns of the 2011 year. The majority of managers in the Lonsec small cap peer group considerably outperformed the benchmark in 2012. The Lonsec Small Cap Australian Equity Sector Review observed that while small caps [...]
continue readingKey findings of the annual Investment Trends Australian Foreign Exchange (FX) Report: The number of retail foreign exchange (FX) traders in Australia held up well despite a fall in market volatility compared to 2011 The Australian FX market remains fragmented Two in five current FX traders use social media in the trading context Social trading [...]
continue readingMorningstar Australasia Pty Limited has announced the winners of the Australian Morningstar Awards 2013. Perpetual Investments took the top award as Morningstar’s Austalian Fund Manager of the Year. “The winners in the Australian Morningstar Awards have all shown themselves to be first-class stewards of their investors’ capital. The quality of their people, process, philosophy, and [...]
continue readingZenith was informed last week that the Portfolio Manager of the EQT Wholesale Mortgage Income Fund, John Terlikar has passed away suddenly after a short illness. Terlikar was wholly responsible for the operational management of the Fund having taken over sole responsibility in 2012, replacing former Portfolio Manager Joe Aszodi who retired having run the [...]
continue readingMorningstar has published results of the Morningstar Australian Institutional Sector Survey, providing comprehensive coverage of the performance of Australian institutional investment strategies to 31 January 2013. The Australian Institutional Sector Survey is designed to enable institutional investors, superannuation trustees, asset consultants, and other market participants to meaningfully compare Australian investment strategies. Key Findings The month [...]
continue readingMorningstar has published results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 31 January 2013. The Survey includes both commercial for-profit and industry superannuation options. Morningstar classifies funds according to a proprietary classification system created to facilitate meaningful peer-relative comparisons. Key Findings Growth superannuation funds made [...]
continue readingSmall cap managers with an approved or above rating from Zenith Investment Partners returned an average 20.6% in the 2012 calendar year, according to the research house’s Small Companies sector review. This was 14% above the benchmark return of 6.6%. Bronwen Moncrieff, Head of Research at Zenith said “It is hard to believe the sector [...]
continue readingResearch house Lonsec said global listed property had outperformed the majority of major asset classes during 2012, driven largely by investors seeking yield and a general preference for defensive sectors. The Lonsec Global Property Securities Fund Sector Review said while fund performance has been impressive in an absolute sense, relative performance has been somewhat disappointing. [...]
continue readingFalls in investor fear throughout 2012 were not translating into higher return expectations and the intention to invest until now, according to new research by Investment Trends. The January 2013 Investor Intentions Index, released last week, is a monthly report that takes the pulse of Australian investors’ sentiment and investment intentions, and is based on [...]
continue readingZenith has completed its 2013 Equity Market Neutral Sector Review. From an initial universe of 13 Market Neutral products, six funds were rated “Highly Recommended” and one fund was rated “Approved”. The seven funds that were rated are shown below with their respective ratings. Aurora Fortitude Absolute Return Fund – Highly Recommended Bennelong Long Short [...]
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