AXA Wholesale Australian Equity Value Fund downgraded

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Investment research firm van Eyk has decided to downgrade the AXA Wholesale Australian Equity Value Fund after analyst Gates Moss resigned from the Fund’s Australian manager, AllianceBernstein Australia Ltd.  The... Read more continue reading

Strategy first, products second: planners urged to keep it simple

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There has been a trend of financial planners leaning towards being investment advisers rather than strategists, according to Philippa Sheehan, Managing Director of adviser group My Adviser. This message came... Read more continue reading

AIOFP confirms industry paradigm shift continues following Oasis buyout

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The reverberation and impact of ANZ’s buyout of Oasis Asset Management has continued unabated amongst the adviser and dealer group members of Association of Independently Owned Financial Planners (AIOFP) said... Read more continue reading

PJC can put FoFA back on track

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The Parliamentary Joint Committee on Corporations and Financial Services (the PJC) has provided the Government with a unique opportunity to hear about the real impact of the Future of Financial... Read more continue reading

ASX monthly activity report

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The value of ASX-listed stocks, as measured by the All Ordinaries Index, rose 5.2% in January 2012. This performance was in line with rises in other major markets, including Hong... Read more continue reading

S&P releases fund ratings for the 2011 Small-Cap Sector Review

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Standard & Poor’s Fund Services today released ratings for funds included in the 2011 small-cap sector review. Overall, the peer group for Australian smaller companies funds remains highly competitive, with... Read more continue reading

Should you buy Australian equities now?

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Some of the best times to buy are when you don’t feel like buying, says fund manager Fidelity Worldwide Investment. When you compare asset classes, Australian equities are looking better... Read more continue reading

van Eyk awards three international small cap managers an “A” rating

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van Eyk analysts have returned from their global fund manager review with three highly rated managers in the international small cap equities sector.  van Eyk awarded ‘A’ ratings to the... Read more continue reading

S&P affirms rating on Australian Unity Healthcare Property Trust

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Standard & Poor’s Fund Services today affirmed the four-star rating on the Australian Unity Healthcare Property Trust (Class A, Wholesale and Retail units). The three investment options (classes of unit)... Read more continue reading

Provident Capital Monthly Income Fund upgraded to 3.75 stars by SQM Research

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Provident Capital continues to make its mark in the fixed interest investment and income funds sector, with the recent upgraded rating of the Provident Capital Monthly Income Fund. The fund... Read more continue reading