Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of 88 rated funds, Zenith compared the performance and drawdown of a low cost group in the growth category with a management fee below 0.58% per […]

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Lonsec upgrades K2 Australian Absolute Return Fund

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Research House Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘Recommended’ as part of its most recent Australian Equities – Australian Long Short Sector Review. K2 Asset Management has been managing Absolute Return Strategies since 1999, with this Fund having a 19 year Track Record. Lonsec’s rating is predicated on […]

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Candriam Sustainable Global Equity Fund wins top rating

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The Candriam Sustainable Global Equity Fund has received a ‘Highly Recommended’ rating from Lonsec Research. In making its assessment, Lonsec cited the depth of the Fund’s ESG analysis that forms part of the stock selection process. This is an example of what Lonsec regards as a distinctive product within the universe of investment managers that […]

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Customer-owned banking sector outpaces major banks

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APRA’s quarterly banking figures indicate that customers have faith in the customer-owned banking sector. “Given the damage to the reputation of the broader banking sector due to misconduct exposed by the Financial Services Royal Commission, customers are looking for banking institutions they can trust,” said COBA CEO Michael Lawrence. “APRA’s latest numbers show that customer […]

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Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

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Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws on the responses of 495 financial planners concluded in June 2018. This year’s study highlights a number of important trends: Key highlights: Most planners recognise […]

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Super funds boosted by global share streak

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Australia’s superannuation funds are participating in the global share market rally, with big gains from US and European markets showing up in members’ accounts and providing a promising start to the 2018-19 financial year. According to SuperRatings’ data, the median balanced option grew at an estimated 1.1% in July, while the median growth option delivered […]

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International equities drive Australian ETF industry to an all-time high: BetaShares July 2018 Australian ETF Review

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The growth of the Australian ETF industry has continued into the new financial year, driven by large inflows into International Equities, according to the BetaShares Australian ETF Review – July 2018. The ETF industry grew by 2.1% in July (or $812m) to a new high of $39.98B with the lion’s share of inflows coming from International […]

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Legg Mason Western Asset Macro Opportunities Bond Fund upgraded by Lonsec

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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 […]

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Satisfaction with super funds is increasing, but members still want more: Investment Trends

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Investment 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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Super members can expect a better second half to 2018

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Australia’s superannuation fund members have reason to expect a pickup in performance in the second half of 2018, following a volatile first half that saw super funds scrambling to recover from a global selloff earlier in the year. SuperRatings’ data shows the median balanced option grew at an estimated 1.3% in June, bringing the June […]

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