New money drives industry growth to record high of $29 billion FUM

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Despite declines in the broader Australian market, net inflows lifted the Australian exchange traded fund (ETF) industry by 2.6% (or $733.7 million) to hit a new record high of $29 billion in funds under management (FUM), according to the BetaShares Australian ETF Review – May 2017. Most of the month’s industry growth came from net […]

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Tribeca: domestic growth outlook is deteriorating

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The Tribeca Alpha Plus Fund Monthly Report for May 2017 has been released and in it, portfolio manager Sean Fenton says the domestic growth outlook is deteriorating. In his commentary on the outlook, Mr Fenton says: The domestic growth outlook is deteriorating. There is stronger evidence that the housing cycle has peaked and this is […]

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What’s driven the stellar growth in LIC listings? Zenith Listed Investment Company Sector Review

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Listed Investment Companies (LICs) have been in vogue in recent years, with a whopping 98% increase in listings between June 2013 and March 2017. In its 2017 Listed Investment Companies Sector Review, Zenith seeks to uncover the drivers of this growth and to determine whether it is sustainable. Zenith’s research into this growth and sustainability […]

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Is short money the smart money?

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Zenith Australian Shares – Long/ Short Sector Review Is short money the ‘smart money’? Do investors who short sell possess an information advantage or higher skill than traditional, long-only investors? Can short sellers earn superior profits? These questions underpinned an academic study to confirm or disprove this concept within the Australian sharemarket context as part […]

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Perpetual Pure Credit Alpha Fund receives ‘Recommended’ rating from Zenith

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The Perpetual Pure Credit Alpha Fund (Fund) has received a ratings upgrade to ‘Recommended’[1] from Zenith Investment Partners (Zenith) in recognition of its strong strategy and experienced team[2],[3]. Zenith’s confidence is underpinned by the team’s expertise and strong leadership under Perpetual Investment’s Head of Credit & Fixed Income, Michael Korber. Zenith considers Mr Korber to […]

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Lonsec rates recently launched Sestante Australian Small Companies Fund “Recommended”

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As part of its broader asset management strategy AZ Sestante has launched the Sestante Australian Small Companies Fund (the Fund) on 1 March 2017, in conjunction with fellow Azimut subsidiary Sigma Funds Management (Sigma). Sigma will act as the investment manager for the fund with AZ Sestante as responsible entity. The fund is managed by […]

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Lonsec awards Recommended Rating to Perennial Microcap Opportunities Trust

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Independent investment research house Lonsec has awarded the Perennial Microcap Opportunities Trust (the Trust) a Recommended rating, complementing Perennial’s investor-centric launch of its micro-stock capability. Perennial portfolio managers are each investing alongside clients’ monies. “Investors are perhaps rightly cynical about fund managers’ interests being truly aligned with their own and our portfolio managers have stepped […]

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Generating income is advisors’ top priority

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In anticipation of widely expected rate increases by the Fed, financial advisors in the U.S. are increasingly focused on generating income for their clients, according to the Q2 2017 Eaton Vance Advisor Top-of-Mind Index (ATOMIX) survey of 1,001 financial advisors across North America. Income ranked 125.8, the highest ranking since the index inception and a […]

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Lonsec awards the RARE Infrastructure Income Fund a ‘Recommended’ rating

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Focused solely on global listed infrastructure, and designed to help meet the income needs of an ageing population, the RARE Infrastructure Income Fund leverages RARE’s proven infrastructure expertise and long-term cash flow valuation approach to constructing a portfolio targeting a high dividend yield and low volatility characteristics. The RARE Infrastructure Income Fund targets a portfolio […]

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Super funds gain as risk outlook eases

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Fundamentals steady, but investors question reflation story Superannuation fund returns were driven higher in March, boosted by continued gains from the Australian share market. The median balanced option posted a return of 1.5%, while the return for Q1 2017 was 2.5%, weighed down by a small negative return in January. Global markets have generated strong […]

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