Bennelong ex-20 Fund retains ‘highly recommended’ rating

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The Bennelong ex-20 Australian Equities Fund has retained its ‘highly recommended’ rating from research house Zenith Investment Partners*.The Fund is managed by Bennelong Australian Equity Partners (BAEP) and has been rated ‘highly recommended’ consistently since 2011. It provides investors with an Australian shares portfolio that invests in companies that lie outside of the top 20 […]

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Zenith gives three Legg Mason bond funds strong ratings

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Independent research house Zenith has given strong ratings to three bond funds being offered to the Australian retail market by the multi-affiliate global fund manager Legg Mason. The newly launched Legg Mason Western Asset Global Bond Fund was rated ‘Recommended’, the Legg Mason Western Asset Macro Opportunities Fund ‘Recommended’, and the Legg Mason Brandywine Opportunistic […]

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Insight Fund secures ‘Recommended’ rating from Zenith

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Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Global Absolute Return Bond Fund, from research house Zenith Investment Partners. Zenith described the Fund as a strong entrant to its ‘Unconstrained’ category and praised the high calibre investment team and intuitively appealing investment process. Zenith […]

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Australian SMEs predict currency volatility, yet lack of planning could leave them exposed

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New research from AFEX, one of the world’s largest non-bank providers of global payments and risk management solutions, has found close to half (49%) of Australian SMEs are not currently managing their currency risk, which could leave them unnecessarily exposed in the year ahead. This is particularly concerning as the majority (62%) of Australian SMEs […]

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Australian ETF industry matures with 31% annual growth in investors: BetaShares/Investment Trends ETF Report

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Key findings: The number of ETF investors in Australia grew at an annualised rate of 31% in the 12 months to September 2016 Younger investors are increasingly embracing ETFs – with the average age of ETF users dropping by 20 years since 2011 38% of ETF investors invest via an SMSF – with usage growing […]

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Tribeca rated number one performing hedge fund in the world

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The Tribeca Global Natural Resources Fund has been ranked the number one performing hedge fund in all strategies globally in the 2017 Preqin Global Hedge Fund report*. The fund is a long/short global natural resources fund focusing on large liquid opportunities in equities, credit and commodities. The fund’s investible universe includes hard rock commodities, energy, […]

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Reversal of fortunes for Small Cap managers, says Zenith

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2016 was a year of unexpected outcomes. Leicester City won the English Premier League, the UK Brexit vote the US Trump election and … actively managed Australian small cap managers underperformed the benchmark. Announcing the release of Zenith Investment Partners Australian Shares – Small Companies Sector report, Senior Investment Analyst, Quan Nguyen, said “Not since […]

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2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

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Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers 526 key characteristics of each platform and its service offering, providing a unique insight into their competitive standing and emerging trends across the industry. Key […]

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Market Neutral Capacity to increase: Zenith

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The number of market neutral strategies available to retail investors in Australia has historically been limited according to Justin Tay, Zenith’s lead analyst on the Market Neutral sector. Commenting on the release of Zenith’s latest Market Neutral Sector Review Tay said: “Given the strong performance and attractive, differentiated risk attributes of these strategies through time, […]

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iShares minimum volatility Smart Beta ETFs receive “Recommended(Index)*” ratings

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In its first review of the funds, research house Lonsec has awarded “Recommended(Index)” ratings to the iShares Edge Smart Beta Minimum Volatility exchange traded funds (ETFs). The two ETFs are the iShares Edge MSCI Australia Minimum Volatility ETF (ASX: MVOL) and the iShares Edge MSCI World Minimum Volatility ETF (ASX: WVOL). MVOL and WVOL seek […]

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