LIC investors getting more choice, but reducing benefit from discount to fair value in longer term

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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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Zurich’s AREITs Fund upgraded to Gold with Morningstar

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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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Australian Equities Absolute Return Manager ARCO Investment Management receives Recommended Rating from Zenith

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Research firm Zenith Investment Partners has initiated coverage of the ARCO Investment Management (ARCO) Absolute Return Fund with a Recommended rating. The fund aims to consistently compound investor returns over time through a fundamental approach to stock selection, combined with an overarching focus on preserving their capital through the market cycle. ARCO has been managing […]

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PAN-Tribal Global Equity Fund takes the award

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018. The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select […]

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Munro Partners wins Emerging Manager award

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Munro Partners has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Emerging Manager Award for its Munro Global Growth Fund. Munro Partners was formed in 2016 by chief investment officer Nick Griffin, chief executive officer Ronald Calvert, and chief operating officer Jonathan Spensley. Its distribution capabilities were boosted in 2017 after forming […]

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Vacancy Rates Steady in April, Asking Rents Dip

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Data released by SQM Research this week has revealed the national residential vacancy rate was unchanged at 2.1% in April 2018, with the number of vacancies Australia-wide sitting at 67,854 properties. There was good news for property investors in Brisbane, where the vacancy rate fell to 3.0%, down from 3.2% in March and 3.7% a […]

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Nikko Asset Management Australia’s Global Share Fund receives ‘Bronze’ Morningstar rating

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Nikko Asset Management Australia announced that on 4 April 2018 its Nikko AM Global Share Fund received a ‘Bronze’ Morningstar Analyst Rating™ on its debut, reflecting high performance across key pillars and the fund’s forward-looking prospects. Led by William Low, the six-person portfolio management team was commended for establishing a high conviction global equity strategy, […]

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The death of the conglomerate

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Wesfarmers (ASX: WES) surprised the market in March 2018 by announcing its intention to demerge the Coles supermarket business from its portfolio. This reverses the original decision made in July 2007 to acquire Coles for $22 billion in what was then the largest takeover in Australia. For many years, WES was a shining example of […]

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Sustained volatility fails to dent long-term super returns

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Australian super fund members have suffered a second monthly decline in returns in as many months as volatility shakes global markets and creates an environment not seen by most super members in a decade. However, median balances are well ahead for the financial year to date and superannuation remains one of the best investments over […]

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Robo-advice is no longer a foreign concept in Australia: Investment Trends Report

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Robo-advice (or automated investing) is gaining traction in Australia and across the globe. The latest Investment Trends Robo-advice Report is based on a large-scale survey of over 10,000 online investors and 1,425 financial advisers conducted between February and December 2017 across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. This year’s […]

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