Lonsec awards the RARE Infrastructure Income Fund a ‘Recommended’ rating

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Focused solely on global listed infrastructure, and designed to help meet the income needs of an ageing population, the RARE Infrastructure Income Fund leverages RARE’s proven infrastructure expertise and long-term cash flow valuation approach to constructing a portfolio targeting a high dividend yield and low volatility characteristics. The RARE Infrastructure Income Fund targets a portfolio […]

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Super funds gain as risk outlook eases

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Fundamentals steady, but investors question reflation story Superannuation fund returns were driven higher in March, boosted by continued gains from the Australian share market. The median balanced option posted a return of 1.5%, while the return for Q1 2017 was 2.5%, weighed down by a small negative return in January. Global markets have generated strong […]

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Lonsec awarded ‘Highly Recommended’ rating to NovaPort small cap and microcap funds

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NovaPort Capital, the Australian small caps manager, has announced its Microcap equity fund has received a ratings upgrade in recognition of the funds’ ability to deliver robust long-term returns. During its latest review, Lonsec has upgraded the NovaPort Microcap Fund from ‘Recommended’ to ‘Highly Recommended’. For the fourth consecutive year, it has retained a ‘Highly Recommended’ […]

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Leveraged tops for overall satisfaction among planners

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Leveraged has welcomed the release of the latest Investment Trends Margin Lending Planner Report which finds that Leveraged has retained top spot as the industry’s highest rated margin lender for overall satisfaction and service. Head of Leveraged, Chris Bristow said: “To be recognised by financial planners specialising in margin lending as the professional’s choice is […]

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IOOF MultiMix International Shares Trust rated ‘Recommended’ by Lonsec

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IOOF, one of the largest financial services groups in Australia, announced today that its IOOF MultiMix International Shares Trust (Fund) has been awarded a ‘Recommended’ rating from independent ratings house Lonsec Research Pty Ltd (Lonsec). The ‘Recommended’ rating indicates Lonsec’s strong conviction that the Fund can generate risk adjusted returns in line with its objectives. […]

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Insight secures ‘Recommended’ rating from Lonsec

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Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Diversified Inflation Plus Fund, from Lonsec Research. Lonsec acknowledged the strengths of Insight’s logical and repeatable investment process, the history of more than 10 years of multi-asset investing, primarily in the UK and the experience and […]

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Bennelong ex-20 Fund retains ‘highly recommended’ rating

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The Bennelong ex-20 Australian Equities Fund has retained its ‘highly recommended’ rating from research house Zenith Investment Partners*.The Fund is managed by Bennelong Australian Equity Partners (BAEP) and has been rated ‘highly recommended’ consistently since 2011. It provides investors with an Australian shares portfolio that invests in companies that lie outside of the top 20 […]

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Zenith gives three Legg Mason bond funds strong ratings

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Independent research house Zenith has given strong ratings to three bond funds being offered to the Australian retail market by the multi-affiliate global fund manager Legg Mason. The newly launched Legg Mason Western Asset Global Bond Fund was rated ‘Recommended’, the Legg Mason Western Asset Macro Opportunities Fund ‘Recommended’, and the Legg Mason Brandywine Opportunistic […]

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Insight Fund secures ‘Recommended’ rating from Zenith

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Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Global Absolute Return Bond Fund, from research house Zenith Investment Partners. Zenith described the Fund as a strong entrant to its ‘Unconstrained’ category and praised the high calibre investment team and intuitively appealing investment process. Zenith […]

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Australian SMEs predict currency volatility, yet lack of planning could leave them exposed

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New research from AFEX, one of the world’s largest non-bank providers of global payments and risk management solutions, has found close to half (49%) of Australian SMEs are not currently managing their currency risk, which could leave them unnecessarily exposed in the year ahead. This is particularly concerning as the majority (62%) of Australian SMEs […]

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