Vacancy rates increase in most cities in December

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Data released by SQM Research this week has revealed the national residential vacancy rate was 2.5% in December 2017, with the number of vacancies Australia-wide increasing to 80,092 – an increase on the month of November. All capital cities have increased their vacancy rates in December however, Hobart’s vacancy rate continues to remain at a […]

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Australian HNW investor numbers on the rise: Investment Trends

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Investment Trends has released its flagship 2017 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors. The report, now in its tenth year, concluded in September 2017 and draws on responses from 1,483 millionaires in investable assets. This year’s study highlights a number of important trends: Key highlights from the Investment […]

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Epoch retains ‘highly recommended’ rating from Zenith

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Zenith Investment Partners has retained its ‘highly recommended’ rating for the Grant Samuel Epoch Global Equity Shareholder Yield funds (both the hedged and unhedged versions). The funds are managed by New York-based equity manager, Epoch Investment Partners, and invest in a diversified equity portfolio of listed global companies that have a history of attractive dividend yields […]

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Insight secures recommended rating from Zenith for Insight Diversified Inflation Plus Fund

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Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Diversified  Inflation Plus Fund, from leading research firm Zenith Investment Partners [1]. The A$169.5m [2] Fund  aims to deliver positive long-term returns at least 5% in excess of the Australian inflation rate over a rolling five-year period (net of […]

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ASIC updates guidance on conflicted remuneration

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ASIC has updated its guidance on conflicted remuneration to more closely reflect a range of regulatory changes since the guide was issued in 2013. The updated Regulatory Guide 246 Conflicted and other banned remuneration (RG 246), previously titled Conflicted remuneration) now includes guidance on the operation of the incoming life insurance remuneration reforms and additional working examples. The life […]

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Zenith Sector Review: Multi asset investment bonds dominate for the first time

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Zenith has released ground-breaking research that reveals that multi asset strategies are driving a seismic shift in the asset allocation of its highly rated Investment Bond managers. In the 6 years to May 2017, the share of investment bonds allocated to multi asset surged from 10 to 45 per cent, while the traditional mainstays of […]

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The Macquarie Australian Small Companies Fund has been downgraded from 4.00 stars to 3.75 stars by SQM Research

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SQM Research has downgraded the rating of the Macquarie Australian Small Companies Fund, APIR Code MAQ0454AU (“the Fund”) from 4.00 stars to 3.75 stars following material changes to the investment team. SQM Research has been informed by the Manager – Macquarie Investment Management (MIM) – of significant staff changes within Macquarie Investment Management’s Listed Equities […]

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ASIC welcomes consultation on changes to fees-for-service

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ASIC welcomes the release by Treasury of a consultation paper proposing changes to fees-for-service. While around 90% of ASIC’s regulatory activities will be now be recovered as part of the Government’s industry funding arrangements, the remaining 10% will be recovered via fees-for-service. Fees-for-service recover the regulatory costs attributable to a single, identifiable entity. They apply […]

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Zenith Sector Review: Emerging Market fund managers endure short term pain as Asian IT sector hots up

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Zenith’s Emerging Market Equities Sector Review has highlighted the dynamic tension that exists for fund managers between chasing performance and maintaining a strict investment discipline. Zenith’s rated fund managers generally underweighted the hot Asian IT sector – a move premised on maintaining their investment quality standards and benchmark-unaware style – to the detriment of short-term […]

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Australia’s post-GFC bull market delivers windfall for super funds

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Ten years since the start of the global financial crisis, Australia’s top super funds have made up for lost time, with investors benefiting from the longest bull market rally since the end of World War II. While the financial crisis was a major challenge for retirees, SuperRatings’ analysis shows that Australia’s superannuation investors have enjoyed […]

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