Schroder Global Recovery Fund upgraded to ‘Recommended’ by Lonsec

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Schroders’ global equity strategy, which was launched in 2017 and adopts a pure value-driven approach, has been upgraded to ‘Recommended’ by research firm, Lonsec. Lonsec identified the “differentiated, highly unconstrained, contrarian investment philosophy that employs a patient, disciplined investment process” as a key strength. The Schroder Global Recovery Fund is a benchmark-unconstrained strategy, focusing on global companies […]

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Lonsec awards ‘Recommended’ rating to Allianz Retire+ Future Safe

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Independent investment research house, Lonsec, has awarded Allianz Retire+ ‘Future Safe’ a ‘Recommended’ rating*.  Future Safe is the first in a new breed of retirement solutions that will transform how advisers and their clients think about the key challenges of retirement.   Future Safe was purpose-designed from the point of view of the customer, following detailed market […]

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Smaller companies are higher beta, but they need not be

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From time to time, the market reminds us of the inherent volatility of equities as an asset class. The December quarter of 2018 was a clear example of this, with the S&P/ASX 300 Index falling 8.4%; its largest quarterly decline since September 2011. However, the quarter was even tougher for smaller capitalisation stocks, with the […]

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Digital engagement channels show continued growth: Online Broking Report

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Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted in the report: More Australians are investing despite choppy market conditions. Digital engagement channels continue to grow in importance. Investors embrace advancements in consumer technology. […]

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“Outstanding” SQM rating for Quay Global Investors

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SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of “Outstanding” (4½ stars). The rating indicates that SQM believes the Quay Global Real Estate Fund “most often outperforms its peers and benchmark” and that “management is extremely experienced and skilled and has access to significant resources”. SQM stated it considers the […]

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Market Neutral still a diversifier despite a tough 2018, says Zenith

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With Australian equities performing solidly and consistently in recent years, the negative 2018 calendar year served as a sharp reminder that alternative sources of returns can be an important diversifier of a portfolio. However, alternatives in the form of Australian market neutral funds largely turned in a relatively disappointing performance over 2018, with Zenith’s rated […]

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Financial planners are repositioning from stock pickers to asset allocators: Margin Lending Adviser Report

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Leading research firm Investment Trends has released its 2018 Margin Lending Adviser Report, where we examine the evolving use of gearing among Australia’s stockbrokers and financial planners. The study is based on a survey of 766 financial planners and 223 stockbrokers who provide financial advice concluded in November 2018. This year’s study highlights a number […]

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Hyperion Asset Management’s Global Growth Companies Fund awarded Highly Recommended rating by Lonsec

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Hyperion Asset Management (Hyperion) has announced that its Global Growth Companies Fund has received the coveted “Highly Recommended” rating from Lonsec. This is the highest possible rating. Mark Arnold, Chief Investment Officer at Hyperion said the “Highly Recommended” rating from Lonsec is a tick of approval for Hyperion’s disciplined, well developed and repeatable investment process as well as […]

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Lennox Australian small companies fund upgraded to ‘Highly Recommended’

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The rating of the flagship Australian Small Companies Fund of boutique equities manager Lennox Capital Partners has been upgraded to ‘Highly Recommended’ by Lonsec. In addition, Lonsec has given the Lennox Australian Microcap Fund, which was launched last year, a ‘Recommended’ rating. Lennox is run and majority owned by principals and portfolio managers James Dougherty […]

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Deal breakers and deal changers in the financial planning M&A space

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The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) education standards and the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (the Royal Commission). The flow-on effect already experienced on the way financial planning businesses are bought and sold […]

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