AMP Capital makes changes to Income Generator to meet increased investor demand for income

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AMP Capital has changed the monthly distribution payments of its Income Generator to make the fund more accessible to a broader range of New Zealand investors seeking income. Low interest... Read more continue reading

Zenith Review: Global Long/Short funds pay their way despite higher fees

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Global long/short funds have passed a litmus test on whether higher fee investments can be compensated with higher investors returns, according to Zenith’s most recent Sector Review. Zenith’s 2017 Global Shares... Read more continue reading

Busting the myths about market volatility

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The idea that market volatility is bad and something that investors need to protect themselves against, is outdated and needs to be challenged, says Simon Ho, chief investment officer of... Read more continue reading

Ardea hits $10bn funds under management milestone

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Fixed income specialist Ardea Investment Management today announced its total funds under management had exceeded $10 billion. Ardea Principal and co-founder Ben Alexander welcomed the achievement, saying it was underpinned... Read more continue reading

Philanthropic giving via private ancillary funds

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There are a range of planned giving structures including Private Ancillary Funds (PAFs). Today there are roughly 1,600 PAFs across the country, with 80-100 established annually and total net assets... Read more continue reading

Rising petrol prices pressure households

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Weekly petrol prices Petrol: According to the Australian Institute of Petroleum, the national average Australian price of unleaded petrol rose by 4.4 cents last week to 141.5 cents a litre –... Read more continue reading

Weekly market update – week ending 22 November, 2017

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Investment markets and key developments over the past week While Chinese shares fell, US and Eurozone shares saw solid gains over the last week helped by good economic data as... Read more continue reading

Perpetual Investments appoints Amanda Gillespie to newly created strategy role

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Perpetual has announced the appointment of Amanda Gillespie as General Manager Client Solutions and Strategy in its Perpetual Investments division. Ms Gillespie joins from Lonsec where she has been Group CEO... Read more continue reading

The Macquarie Australian Small Companies Fund has been downgraded from 4.00 stars to 3.75 stars by SQM Research

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SQM Research has downgraded the rating of the Macquarie Australian Small Companies Fund, APIR Code MAQ0454AU (“the Fund”) from 4.00 stars to 3.75 stars following material changes to the investment... Read more continue reading

Australia’s top performing financial planners honoured at FPA Congress

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The Financial Planning Association of Australia (FPA) has announced the winners of the 2017 FPA Awards, Gwen Fletcher Memorial Award, and Future2 Community Service Award at the opening keynote session... Read more continue reading