Lonsec upgrades the DNR Capital Australian Emerging Companies Fund

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DNR Capital’s Australian Emerging Companies Fund[1], has been upgraded to ‘Recommended’ by Lonsec Research, which says the Fund’s investment approach has been tested during a challenging environment since its launch in 2018 and “has delivered strong results.” Lonsec says the DNR Capital Australian Emerging Companies Fund provides investors with access to DNR Capital’s highly regarded bottom-up stock selection approach,... Read more continue reading

Alceon Debt Income Fund rated ‘Superior’ by SQM

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Alceon Group’s Debt Income Fund, which targets high, risk-adjusted returns from real estate lending, has been awarded a ‘Superior’ high investment grade rating in a new report by SQM Research, an independent investment research house. SQM says the commercial banks have reduced their exposure to real estate development and commercial real estate in recent years, providing... Read more continue reading

The rise of the retail investor shows little sign of abating

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Key points: 1.43 million unique individuals placed at least one online trade in listed securities in the 12 months to May’21, up 35% year on year, and nearly double pre-pandemic levels Inflows remains healthy – 148,000 new online investors placed their first trade in only the past six months Cryptocurrencies have once again captured the... Read more continue reading

Active fund managers outperform during reporting seasons

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Over the past 10 years active fund managers in Australia have outperformed the S&P/ASX 300 Accumulation Index benchmark by 2.7 per cent during reporting seasons, according to the latest Australian shares large companies sector report from Zenith Investment Partners. The average outperformance for the past 10 years in the reporting months of August and September... Read more continue reading

Managed accounts pass Best Interest test, delivering efficiencies to advice firms during disruptive times

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Leading research firm Investment Trends has released its annual Managed Accounts Report, and in-depth study of financial planners’ use of managed accounts in Australia. The twelfth annual edition of the Report reveals a growing adoption of managed accounts. In the last five years, the proportion of financial planners who recommend managed accounts has doubled from... Read more continue reading

Adviser satisfaction with platforms has fallen, but improved support services will be key to lifting ratings

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Leading research firm Investment Trends has released its latest Adviser Technology Needs Report, an in-depth look at the evolving technology needs of financial advisers, as well as their usage of platforms and planning software. Now in its eighteenth year, the latest Report reveals that satisfaction with platforms has eased slightly. Industry wide, the proportion of... Read more continue reading

Zenith upgrades Tribeca Alpha Plus Fund to ‘Recommended’ as funds under management approach $1 billion

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The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Zenith, as its funds under management approach the $1 billion mark. The fund, managed by Sydney-based Tribeca Investment Partners and distributed by GSFM, offers investors an actively managed long/ short investment approach to Australian equities. The ratings upgrade comes two years... Read more continue reading

TPT Fixed Term Fund awarded ‘superior’ rating by SQM Research

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TPT Wealth, the trustee and funds management business of MyState Limited, has announced that the TPT Fixed Term Fund (the fund) has been awarded a ‘superior’ rating by independent research house SQM Research. This recognises TPT Wealth’s highly experienced investment team, strong credit credentials and more than 40-year long track record of fund management. Established... Read more continue reading

Significant opportunities remain for investors in the Australian private debt sector

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Specialist alternatives research firm Evergreen Ratings, has highlighted the increased adoption of private debt as an attractive investment asset class in its latest Ratings Report. “However, this market is increasingly diverse and growing rapidly, so it is not easy to understand its complexities,” notes Angela Ashton, founder and CEO of Evergreen Ratings. “We assess a breadth of investment... Read more continue reading

Zenith introduces dedicated index fund rating

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Investment research consultancy Zenith Investment Partners has launched a framework specifically for rating index funds, with the first ratings now available through its adviser site. The new ratings will be applied as Zenith moves through its annual review cycle, commencing with the June 2021 release of its Australian fixed interest, Australian equities and property sector... Read more continue reading