Leading research house Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund (Fund) to “Recommended” and has reclassified the Fund to Lonsec’s Growth Alternatives sector, reflecting the economic leverage employed. This successful strategy which offers an absolute return fixed income solution has been available offshore for many years and […]
continue readingInvestment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in its eleventh year, draws on the responses of more than 10,000 super fund members conducted in May 2018. This year’s study highlights a number of […]
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31
Jul
2018
Principal Global Investors Australia (Principal) has announced their Global Real Estate Securities strategy has recently been awarded a number of mandates including BT New Zealand and the Australian Construction Industry Redundancy Trust (ACIRT). In further endorsement of Principal’s strength as a global real estate manager, the Principal Global REIT Fund (the fund) has also received […]
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18
Jul
2018
Two of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Zenith Investment Partners. The leading Australian and global equities boutique fund manager has had its Alphinity Concentrated Australian Share Fund upgraded to the highest available rating, while the Alphinity Australian Share Fund has retained its ‘Highly Recommended’ rating for the fifth-consecutive […]
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18
Jul
2018
A customer insights study by automated investment service Six Park has found that more than half its clients are using the robo-investment service to grow wealth outside of super (36.5%) and for retirement savings (28.6%). These long-term goals ranked higher than the desire to save for property or saving for short-term goals such as holidays […]
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11
Jul
2018
Leading research firm Investment Trends has released its latest Member Engagement Report – an in-depth survey of the engagement channels, activities, transaction and advice services provided by Australian superannuation funds to their members. The report, now in its fifth year, is based on a survey of 44 of Australia’s largest super funds concluded in December […]
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06
Jul
2018
Leading research firm Investment Trends has released its 2018 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. The report, now in its fifteenth year, is based on a survey of 804 financial planners concluded in May 2018. This year’s study highlights a number of important trends: Digital client engagement […]
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28
Jun
2018
Investors have more choice than ever in the asset class strategies offered through Listed Investment Companies (LICs), according to Zenith’s latest research report on the sector. The expanding investment menu has been fuelled by a dramatic shift in the composition of the LIC market, which has grown 16% per annum over the past six years […]
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22
Jun
2018
Following their most recent fund review, Morningstar have upgraded the Zurich Investments Australian Property Securities Fund (Fund) to a Gold Morningstar Analyst Rating™ as of 21 May 2018. Having also maintained its “Highly Recommended” rating with both Lonsec and Zenith in their most recent reviews, this sees the Fund now hold the highest possible rating […]
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29
May
2018
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