Blackmore Capital Blended Australian Equities Fund rated ‘Strong’

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Australia Ratings Analytics (Australia Ratings) has assigned an investment rating of ‘STRONG’ to the Blackmore Capital Blended Australian Equities Fund (the Fund). A Product Complexity Indicator of ‘GREEN’ has also been assigned to designate the view that the Fund is a SIMPLE financial product, indicating that the performance is expected to move very closely in line with the corresponding... Read more continue reading

Ausbil wins Responsible Investments award in Zenith Fund Awards 2020

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Ausbil has been named the winner of the Responsible Investments award category in the Zenith Fund Awards 2020 for the Ausbil Active Sustainable Equity Fund (Fund). “We are delighted to be recognised by Zenith with this award,” says Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil. “We feel so strongly... Read more continue reading

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors

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Datt Capital, a boutique investment manager, has announced that the Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. Prominently, this was achieved with an average cash weighting of 12%... Read more continue reading

Daintree Capital Core Income Fund rated “Recommended” by Lonsec

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Daintree Capital (Daintree), a specialist Australian active fixed income manager and part of the Perennial Group, has been upgraded to a “Recommended” rating by Lonsec for its Core Income Fund (the Fund). The Fund employs an absolute return investment approach, aiming to outperform the RBA cash rate by a net margin of 1.5% p.a. to... Read more continue reading

Zenith awards GQG Partners international equity gong

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Global asset manager GQG Partners has won the ‘International Equities – Emerging Markets and Regional’ category at the Zenith Fund Awards 2020. Hosted by Zenith Investment Partners, the Awards are designed to recognise and encourage excellence in funds management across all asset classes and disciplines in raising the standard of funds management for the ultimate... Read more continue reading

QSuper named Fund of the Year 2021

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SuperRatings and Lonsec have announced the winners of this year’s Fund of the Year Awards, which was held virtually for the first time in the event’s 18-year history. The Fund of the Year Award went to QSuper, which also took home the Pension of the Year Award and the Smooth Ride Award. UniSuper claimed the MySuper of the Year Award,... Read more continue reading

GQG Partners’ ‘impressive’ performance sees Zenith ratings upgrade

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The GQG Partners Global Equity Fund (unhedged) has been upgraded to a “highly recommended” rating from Zenith Investment Partners. In addition, the hedged share class of the Fund also has been given a “highly recommended” rating in its first review by Zenith. The GQG Partners Global Equity Fund (both hedged and unhedged classes) seeks to... Read more continue reading

Small caps poised to outperform as SGH ICE rated Highly Recommended

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Lonsec has awarded a ‘Highly Recommended’ rating to the SGH ICE Fund for the fifth year in a row. The rating indicates that Lonsec has very strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives. SGH ICE portfolio manager, Callum Burns, said for the year to September the Fund was pleased... Read more continue reading

eInvest Core Income Fund (Managed Fund) receives Recommended rating Zenith

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eInvest, a distributor of active ETFs, confirmed that its active ETF: eInvest Core Income Fund (Managed Fund) (Ticker Code: ECOR) has received a recommended rating from top research house, Zenith Investment Partners (Zenith). Managed by affiliate, Daintree Capital (Daintree), ECOR is one of a suite of three actively managed fixed income ETFs offered through the eInvest team. Together the suite of... Read more continue reading

Zenith rates Morgan Stanley global equities funds “recommended”

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In its first review, Zenith has rated two Morgan Stanley Investment Management (MSIM) global equities funds as “recommended”, following the partnership formed with SG Hiscock & Company in July to exclusively distribute the funds in Australia. The funds are: Morgan Stanley Global Quality (hedged and unhedged): This fund invests in high quality companies that have the... Read more continue reading