PAN-Tribal Global Equity Fund maintains highest Zenith rating

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating. Zenith describes the International Shares – Global (unhedged) sector as one of the most competitive fields in the investment landscape, based on the number of managers and strategies available to investors. Within this highly competitive field, the... Read more continue reading

Topsy-turvy market providing small caps opportunities – and risks

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An unusually ‘topsy-turvy’ period for small caps stocks is providing alpha opportunities if investors can look through the hype and the volatility, according to a leading small caps fund manager. Richard Ivers, portfolio manager of the table-topping Prime Value Emerging Opportunities Fund, part of boutique investment house Prime Value Asset Management, says small caps can... Read more continue reading

Fund being used by Asian and European family offices to unlock investment paralysis

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The struggles of fixed income instruments during the height of the pandemic in March and April 2020 raised questions about the widely accepted notion of negative correlation between bonds and equity. Without fixed income instruments performing as the safe bedrock of portfolios, investment decision making processes at family offices seized up as markets offered little... Read more continue reading

DomaCom ready to help Australians benefit from Government measures to improve retirement outcomes

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Fractional investment platform provider DomaCom Limited (ASX:DCL) (‘DomaCom’ or ‘the Company’) is pleased to advise that its Senior Equity Release product is ideally suited to help Australian retirees benefit from recent Government measures introduced to improve retirement outcomes. The Company’s Senior Release Equity Release product offers the opportunity for senior Australians to access their housing wealth... Read more continue reading

Westpac sells General Insurance business to Allianz and enters 20 year distribution agreement

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Westpac Group has announced it will sell Westpac General Insurance Limited and Westpac General Insurance Services Limited to Allianz and enter into an exclusive 20- year agreement for the distribution of general insurance products to Westpac’s customers. The sale price of $725m represents a multiple of 1.3x FY20 gross written premium and is estimated to... Read more continue reading

AMP appoints David Atkin as AMP Capital Deputy CEO

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AMP has announced the appointment of David Atkin as Deputy Chief Executive Officer (CEO) of AMP Capital, effective 7 December 2020. Mr Atkin, previously the CEO of Cbus Super for 12 years, will assume operational leadership of AMP Capital in an interim capacity until June 2021, while AMP continues its search for a permanent CEO... Read more continue reading

New appointment expands Corporate Trust and Securitisation team

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Australia’s leading trustee company Equity Trustees has announced its latest appointment to the growing Corporate Trust and Securitisation team: Pei Cai Pan will be based in Sydney as a Manager in the middle office team. The Equity Trustees Corporate Trust and Securitisation business specialises in providing agency and trustee services to the debt capital and... Read more continue reading

Alphinity Sustainable Share Fund added to the FirstChoice platform 

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Alphinity Investment Management’s Sustainable Share Fund has been added to the FirstChoice platform. The Alphinity Sustainable Share Fund is rated Highly Recommended by Lonsec and Recommended by Zenith. It invests in between 35 and 55 companies listed on the ASX which support the United Nations’ Sustainable Development Goals, have good environmental, social and governance practices,... Read more continue reading

MLC Core Investment List reaches $1billion FUM milestone

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Monday 30 November, 2020 MLC Wealth’s (MLC) Core Investment List has reached $1billion FUM since launching in April 2020[1] . MLC Wealth Group Executive, Retirement and Investment Solutions, Tim Steele, said: “Today MLC Wealth’s (MLC) Core Investment List available on our Series 2 Wrap platforms, reached a significant milestone of $1billion FUM. The response we... Read more continue reading

CFA Societies Australia announces key appointments to Board of Directors in Sydney and Melbourne

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CFA Societies Australia has announced key appointments to its Board of Directors in Sydney and Melbourne for three years from December, 2020, with full details outlined below. The Board of Directors serve a critical leadership role in the CFA Societies by providing strategic direction to carry its mission and vision in Australia by coordinating the needs of society... Read more continue reading