Private debt continues to offer attractive risk-adjusted returns

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Specialist alternative asset ratings firm Evergreen Ratings has nominated Australian private debt as an asset class offering one of the most attractive risk-adjusted return profiles. In a new research report, Evergreen Ratings has given a ‘Commended’ rating to Global Credit Investments’ Commercial Finance Fund, which invests in this sector providing senior commercial debt facilities secured by physical... Read more continue reading

Lennox Capital expands availability of leading Microcap Fund

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The Lennox Australian Microcap Fund (Fund), which in 2020 recorded an annual active return of 36.19%* after fees over its benchmark, S&P/ASX Small Ordinaries Accumulation Index, has been added to the BT Panorama and BT Wrap investment platforms, significantly increasing its accessibility to retail investors. The Lennox Capital Partners managed fund provides investors with exposure... Read more continue reading

DNR Capital Australian Emerging Companies Fund upgraded to ‘Recommended’ by Zenith

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The DNR Capital Australian Emerging Companies Fund[1] has been upgraded to a ‘Recommended’ rating from leading ratings house Zenith Investment Partners, which says the Fund “is well placed to deliver on its investment objectives.” The Fund offers investors a concentrated exposure to high quality listed Australian small companies, reporting returns of 15.41% p.a.2 since its inception in August 2018,... Read more continue reading

Super funds record slow but steady start to 2021

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Super funds had a modest start to 2021, recording a small but positive result in January as markets responded to mixed news surrounding the pandemic and the pace of the economic recovery. While not as strong out of the gates as members had hoped, January’s result nevertheless marked the tenth consecutive month of gains for... Read more continue reading

Fairlight Global Small and Mid Cap Fund rated ‘Recommended’ by Lonsec

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Fairlight Asset Management (Fairlight, FAM), a specialist firm investing exclusively in global small and mid-cap (Global SMID) equities and part of the Perennial Group, has been awarded a ‘Recommended’ rating by Lonsec for its flagship fund. The Fairlight Global Small and Mid-Cap Fund (‘the Fund’) invests in a concentrated portfolio of 30-40 businesses with market... Read more continue reading

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