Man’s flagship Alpha fund upgraded to ‘Highly Recommended’

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Man Group’s flagship fund,  Man AHL Alpha (AUD), has been upgraded to a ‘Highly Recommended’ rating from research house Lonsec, recognising the fund’s strong performance over the past three years of operation in the region. The ‘Highly Recommended’ rating indicates that Lonsec has very strong conviction the financial product can generate risk adjusted returns in line with relevant objectives... Read more continue reading

Two of Sage Capital’s Australian equities long/short funds receive ‘Recommended’ ratings from Lonsec

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The CC Sage Capital Equity Plus Fund and the CC Sage Capital Absolute Return Fund have both received a ‘recommended’ rating from Lonsec, six months following a recommended rating from Zenith Investment Partners and within the first year of operating. Lonsec noted the strength of the investment process, which differs from peers by employing a... Read more continue reading

Lonsec upgrades four BAEP funds

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Lonsec has upgraded four Bennelong Australian Equity Partners (BAEP) funds to ‘Highly Recommended’. The funds are the Bennelong Australian Equities Fund, the Bennelong Twenty20 Australian Equities Fund, the Bennelong ex-20 Australian Equities Fund and the Bennelong Concentrated Australian Equities Fund. All four funds are run by BAEP’s single investment team, based on a similar active management,... Read more continue reading

Demand for financial advice doubled in the last five years: Investment Trends 2020 Financial Advice Report

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Investment Trends has released its 2020 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australians. Key highlights: The COVID-19 lockdown has spurred greater engagement between financial planners and their clients Demand for financial advice has doubled in the last five years Australians consider their super fund a viable... Read more continue reading

Lonsec retains ‘Highly Recommended SMA’ rating for DNR Capital 

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Lonsec Research (Lonsec), a leading investment research house, has once again awarded the highest rating – ‘Highly Recommended’ – to two DNR Capital investment products – the DNR Capital Australian Equities High Conviction Portfolio and DNR Capital Australian Equities Income Portfolio. The DNR Capital Australian Equities High Conviction Portfolio (’the Model Portfolio’) is a concentrated, ‘long... Read more continue reading

Zenith initiates coverage of the Wheelhouse Global Equity Income Fund with a ‘Recommended’ rating

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Research house Zenith has awarded a ‘Recommended’ rating to the Wheelhouse Global Equity Income Fund managed by Australian-based specialist income manager Wheelhouse Partners. The fund’s global equity strategy aims to deliver a 7-8% annual income return, plus some capital growth, while assuming 40-50% less risk than the equity benchmark. ”Zenith believes Wheelhouse has thoughtfully designed... Read more continue reading

Uncertain market conditions have dented financial planners’ investment outlook: 2020 Adviser Product and Marketing Needs Report

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Leading research firm Investment Trends has released its 2020 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial planners, and their views of asset managers and various investment products. Key highlights: Uncertain market conditions have dented financial planners’ investment outlook Webinars are increasingly valued by planners in the... Read more continue reading

Investors demand more features and services from online brokers: 2020 1H Australia Online Investing Report

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Specialist researcher Investment Trends has released its 2020 1H Online Investing Report, an in-depth study of the preferences and behaviours of online equities and ETF investors in Australia. Key highlights: The active investor population surpasses one million for the first time Investors demand more features and services from online brokers ESG factors matter in investment... Read more continue reading

SMSFs reactive but resilient through volatile pandemic markets

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Despite return and yield concerns during the peak of COVID-19 induced volatility, self-managed superannuation fund (SMSF) trustees are optimistic about market recovery, according to the 2020 Vanguard/Investment Trends SMSF investor report launched last week. This year’s report surveyed over 3000 SMSF trustees on their investment priorities and industry outlook providing an insight into how trustees... Read more continue reading

Diversification and liquidity key priorities for SMSF advisers amid market uncertainty

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While over 70 per cent of self-managed superannuation fund (SMSF) trustees are satisfied with their financial planner, a large and growing proportion of SMSFs still have unmet advice needs, according to the 2020 Vanguard/Investment Trends SMSF Planner report launched yesterday. This year’s report surveyed over 3000 SMSF trustees and almost 200 financial planners on their... Read more continue reading