Zenith initiates coverage of the Legg Mason Martin Currie Global Long-Term Unconstrained Fund with a ‘Recommended’ rating

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The Legg Mason Martin Currie Global Long-Term Unconstrained Fund has received a ‘Recommended’ rating from Zenith Investment Partners. Launched in December 2015, the Fund is managed by the wholly owned Legg Mason affiliate Martin Currie and offers investors a concentrated, fundamental, quality growth styled international equities exposure. Zenith believes “The Fund is an attractive offering […]

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Clean sweep – all three Alphinity Australian share funds receive ‘Highly Recommended’ rating

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All three of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Lonsec. The leading Australian and global equities boutique fund manager has had its Alphinity Australian Share Fund and its Alphinity Concentrated Australian Share Fund upgraded to the highest available Lonsec rating, while the Alphinity Sustainable Share Fund has retained its […]

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Fairlight Global Small and Mid Cap Fund achieves Recommended rating from leading investment researcher Zenith

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Leading independently-owned investment research provider Zenith Investment Partners has recognised Fairlight Asset Management’s Global Small and Mid Cap Fund with a Recommended rating. Zenith’s research process seeks to identify investment managers the firm considers to be ‘best of breed’ through a comprehensive, multi-dimensional selection process. Zenith deems Recommended products to be strong investments within their […]

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Man Group’s flagship Alpha fund attracts rating upgrade

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Man Group’s flagship Man AHL Alpha fund has received a ‘Recommended’ rating from research house Lonsec, recognising the fund’s strong performance over the past two years of operation in the region. A ‘Recommended’ rating indicates that Lonsec has strong conviction the financial product can generate risk adjusted returns in line with relevant objectives and that it considers the financial […]

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Timing of negative super returns can determine fate of retirees

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A combination of factors has created fertile ground for market volatility, resulting in a bumpy ride for super members, who have experienced six negative monthly returns over the past year. According to SuperRatings, the median balanced option return for August was an estimated -0.5%, with the negative result driven by a fall in Australian and […]

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Ausbil Active Sustainable Equity Fund ‘recommended’ by Lonsec

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Research house Lonsec has given a ‘recommended’ rating for the Ausbil Active Sustainable Equity Fund. The rating indicates that Lonsec believes the fund has substantial potential to outperform over the medium to long term and that management is of a high calibre. Lonsec stated it considered the fund to be suitable for inclusion on most […]

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Don’t be fazed by short-term super drawdowns

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Recent market turmoil is a timely reminder to super members not to allow short-term market movements to impact their investment decisions, according to leading research house SuperRatings. As investors deal with a renewed bout of volatility and growing uncertainty surrounding the economic outlook, recent data show that members are often better off riding the wave […]

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Super’s trillion dollar decade, but members must be wary of risks

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Super funds have had a convincing finish to what was a bumpy 2019 financial year, with an improvement in sentiment and a rallying share market in June helping funds over the line with solid returns. A promising 2.0% gain in the September 2018 quarter seemed to vanish before members’ eyes as funds suffered a 4.7% […]

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Not all AREITs are created equally

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The 12 months to 31 May 2019 were positive for Australian Real Estate Investment Trusts (AREITs), with the S&P/ASX 300 AREIT Accumulation Index returning 14.3% and the FTSE EPRA/NAREIT Developed $A (Hedged) Index returning 10.6%. Despite this overall result, the last two years have proved challenging for many of Zenith’s rated active fund managers, particularly […]

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Super fund member loyalty is on the rise: 2019 Super Fund Member Sentiment and Communications Report

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Investment Trends has released its flagship 2019 Super Fund Member Sentiment and Communications Report, an in-depth look at the attitudes, needs and priorities of Australian super fund members. The twelfth annual addition of the report draws on the views of more than 9,000 super fund members conducted in May 2019. Key highlights: Super fund loyalty […]

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