Survey reveals trust in financial services jumps

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A new survey reveals that almost one in two Australian retail investors (45%) trust the financial services industry, though Australian investors are overall less trusting of the financial services industry and financial advisers than their global peers. The data is based on a global survey by the CFA Institute of retail and institutional investors that... Read more continue reading

Unique ESG property securities fund snags early investment rating

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Australia’s only high conviction property securities fund with an ESG focus has achieved an early ‘investment grade’ rating from Lonsec, after being launched just two years’ ago. The Pengana High Conviction Property Securities Fund was launched by the $3.8 billion Pengana Capital Group in March 2020, and invests in a concentrated portfolio of up to... Read more continue reading

Major Banks thrive despite margin pressure: KPMG Major Australian Banks First Half Year Analysis 2022

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KPMG analysis has found that the Australian major banks (‘the Majors’) have reported improved profits and returns for the first half of the financial year 2022, despite ongoing pressure on their interest margins. KPMG’s Major Australian Banks First Half Year Analysis Report 2022 finds that the Majors reported a combined cash profit after tax from... Read more continue reading

New Robeco fund attracts highly recommended rating

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Robeco’s Global Developed Sustainable Enhanced Index Equity Fund (AUD) has been awarded a highly recommended rating in its first research cycle by independent research house, Lonsec. The Fund was launched in the Australian market in December 2021, and aims for a higher score on Environmental, Social and Governance (ESG) criteria than its benchmark, MSCI World... Read more continue reading

Major research houses Zenith and Morningstar upgrade Western Asset Global Bond Fund

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The Western Asset Global Bond Fund has been rated ‘Highly Recommended’ by Zenith Investment Partners, the only Fund upgrade within the international fixed interest sector during this review period. The Fund was also upgraded from ‘Bronze’ to ‘Silver’ by Morningstar in their latest review of the Fund. The Morningstar Analyst Rating™ for Western Asset Global... Read more continue reading

Zenith awards the ClearBridge listed infrastructure funds top ratings

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Leading investment research firm Zenith Investment Partners has upgraded its ratings of four ClearBridge managed funds, saying ClearBridge has “one of the strongest teams” in the listed infrastructure sector. In the updated assessments issued this month, Zenith changed its ratings from ‘Recommended’ to ‘Highly Recommended’ – its top rating – on the following funds: ClearBridge RARE Infrastructure... Read more continue reading

Resolution Capital Real Assets Fund upgraded by Lonsec

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Resolution Capital is pleased to announce the Resolution Capital Real Assets Fund (the Fund) has been upgraded to a ‘Highly Recommended’ rating by Lonsec. It is the second year in a row the Fund has been upgraded by the research firm. Portfolio Manager, Jan de Vos said he believes the rating is strong recognition for... Read more continue reading

Time to go alternative to beat inflationary woes

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Investors, retirees, and financial planners in the current market need to look beyond the standard asset allocation choices of chasing share market beta through passive equity funds and relying on bonds for diversification, a leading investment consultant advises. Angela Ashton, Founder and Director of investment consulting firm Evergreen Consultants, says it is time for investors... Read more continue reading

Chant West launches responsible investment classifications

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Chant West has incorporated responsible investment (RI) classifications into its ratings for super fund investment options, providing investors with detailed RI insights that allow them to make more informed investment decisions. The RI classifications mirror those of Zenith Investment Partners and comprise traditional, aware, integrated, thematic and impact categories, with each one designating the extent... Read more continue reading

Early-stage venture capital opportunity nabs Evergreen ‘Commended’ rating

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Specialist alternatives investment research firm Evergreen Ratings has assigned a “Commended” rating to the OurCrowd 50 Fund, saying it would meet the requirements of investors looking for exposure to a technology-focused early-stage venture capital portfolio. The Fund is open to wholesale sophisticated investors, with a minimum investment of $50,000, providing access to venture capital for... Read more continue reading