The Lennox Australian Microcap Fund (Fund), which in 2020 recorded an annual active return of 36.19%* after fees over its benchmark, S&P/ASX Small Ordinaries Accumulation Index, has been added to the BT Panorama and BT Wrap investment platforms, significantly increasing its accessibility to retail investors. The Lennox Capital Partners managed fund provides investors with exposure... Read more continue reading
04
Mar
2021
The DNR Capital Australian Emerging Companies Fund[1] has been upgraded to a ‘Recommended’ rating from leading ratings house Zenith Investment Partners, which says the Fund “is well placed to deliver on its investment objectives.” The Fund offers investors a concentrated exposure to high quality listed Australian small companies, reporting returns of 15.41% p.a.2 since its inception in August 2018,... Read more continue reading
03
Mar
2021
Fairlight Asset Management (Fairlight, FAM), a specialist firm investing exclusively in global small and mid-cap (Global SMID) equities and part of the Perennial Group, has been awarded a ‘Recommended’ rating by Lonsec for its flagship fund. The Fairlight Global Small and Mid-Cap Fund (‘the Fund’) invests in a concentrated portfolio of 30-40 businesses with market... Read more continue reading
29
Jan
2021
Ausbil has been named the winner of the Responsible Investments award category in the Zenith Fund Awards 2020 for the Ausbil Active Sustainable Equity Fund (Fund). “We are delighted to be recognised by Zenith with this award,” says Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil. “We feel so strongly... Read more continue reading
18
Nov
2020
Datt Capital, a boutique investment manager, has announced that the Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. Prominently, this was achieved with an average cash weighting of 12%... Read more continue reading
16
Nov
2020
Daintree Capital (Daintree), a specialist Australian active fixed income manager and part of the Perennial Group, has been upgraded to a “Recommended” rating by Lonsec for its Core Income Fund (the Fund). The Fund employs an absolute return investment approach, aiming to outperform the RBA cash rate by a net margin of 1.5% p.a. to... Read more continue reading
12
Nov
2020
Global asset manager GQG Partners has won the ‘International Equities – Emerging Markets and Regional’ category at the Zenith Fund Awards 2020. Hosted by Zenith Investment Partners, the Awards are designed to recognise and encourage excellence in funds management across all asset classes and disciplines in raising the standard of funds management for the ultimate... Read more continue reading
05
Nov
2020
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