Investment Trends 2017 First Half Online Broking Report

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Key highlights from the Investment Trends 2017 Australia First Half Online Broking Report: A strong All Ords run carries online investor numbers to five year high Industry switching activity remains low, but is rising among frequent traders Clients recognise the strengths of Bell Direct, CMC Markets and CommSec In its thirteenth year, the Online Broking […]

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Zenith assigns ‘Recommended’ rating to Lennox Australian Small Companies Fund

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Active boutique equities fund manager, Lennox Capital Partners has received a ‘Recommended’ rating for its recently launched flag-ship Australian Small Companies Fund from investment research provider Zenith Investment Partners. Lennox was established in March this year by James Dougherty and Liam Donohue, who are the majority owners, in conjunction with Fidante Partners, a boutique funds […]

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Aussie super funds changing FX management to manage growth, regulation and costs

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National Australia Bank (NAB) yesterday released its 2017 Superannuation FX Hedging Survey, revealing Australia’s biggest super funds are changing their approaches to managing currency risk to adapt to the growing market, increasing transaction costs and new regulation. Emma Lawson, Director Fixed Income Currencies & Commodities, said this survey provides a valuable insight in to how […]

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SQM Research expands adviser services

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SQM Research has expanded its platform for advisers to include the most comprehensive investing information in Australia, including analysis of thousands of managed funds, direct equity investments and for the first time, residential real estate risk profiling. The expanded platform, officially launched today, provides analytics on over 9,000 managed funds, ASX-listed equities and encompasses SQM’s […]

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Highly recommended rating for three BAEP funds

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Zenith has awarded a ‘highly recommended’ rating to three funds managed by Bennelong Australian Equity Partners (BAEP) – the Bennelong Australian Equities Fund, the Bennelong Concentrated Australian Equities Fund, and the Bennelong Twenty20 Australian Equities Fund. It is the sixth year in a row that the Australian Equities fund and the Concentrated Australian Equities fund, […]

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Active Share and Property Performance – Zenith 2017 Property Sector Review

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Zenith’s 2017 Property Sector Review incorporates both global and domestic Real Estate Investment Trusts (REITs) and other listed property related companies, and spans both active and passive managed funds. A common theme across the broader sector over the past year has been subdued performance; while the relative performance of active fund managers is influenced by […]

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SQM Research releases 2017 Infrastructure Securities Sector Review

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SQM Research has released the 2017 Global Infrastructure Securities Fund Review. Six infrastructure funds participated in the sector review taking into account some key factors including management, corporate governance, process, fees and returns. SQM Research awarded between 4-stars and 4.25-stars; a reflection of the high calibre of investment management teams, with track records in infrastructure […]

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Are all infrastructure exposures equal?

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Zenith Infrastructure Sector Review 2017 Global listed infrastructure continues to gain traction in client portfolios, as well as enjoying strong returns in investment markets. The aggregate funds under management (FUM) within Zenith’s rated funds increased from $A32.5 billion to $A41.8 billion over the 12 months to 30 April 2017, a growth of 28.6%. At the […]

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IML awarded Small Caps model portfolio inclusion by Alpha Fund Managers

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Australian equities specialist, Investors Mutual Limited (IML), has been awarded a Small Caps allocation / model portfolio inclusion by multi-manager, Alpha Fund Managers. The IML Small Cap Fund aims to deliver investors with consistent and long term returns by investing in quality small cap companies aligned to their investment philosophy, that is; companies pertaining a […]

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Investment Trends 2017 Planner Technology Report – the door is open for tech savvy providers to stake their claim

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Key highlights from the Investment Trends 2017 Planner Technology Report: Financial planners’ needs are evolving, but technology providers are struggling to keep pace. The door is open for tech savvy providers to stake their claim The newer platforms are mounting a strong challenge against the established players – existing planner relationships will be put to […]

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