Highly recommended rating for three BAEP funds

From

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, […]

continue reading

Active Share and Property Performance – Zenith 2017 Property Sector Review

From

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 […]

continue reading

SQM Research releases 2017 Infrastructure Securities Sector Review

From

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 […]

continue reading

Are all infrastructure exposures equal?

From

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 […]

continue reading

IML awarded Small Caps model portfolio inclusion by Alpha Fund Managers

From

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 […]

continue reading

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

From

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 […]

continue reading

Zenith awards leading Legg Mason Western Asset Australian Bond Trust a ‘Highly Recommended’ rating

From

Legg Mason, one of world’s largest funds management groups, announced that the Legg Mason Western Asset Australian Bond Trust has received the highest rating from Zenith Investment Partners – ‘Highly Recommended’. The Legg Mason Western Asset Australian Bond Trust, managed by Legg Mason’s leading fixed interest specialist affiliate, Western Asset, provides investors with exposure to […]

continue reading

The great rotation – the cyclicality of Australian equities

From

Zenith Australian Shares – Large Companies Sector Review There are occasions when the Australian equity market reminds investors of its cyclical nature, that it is dynamic, with the prospects of sectors or industries going up and down over time. Zenith believes the sharp rotation in market leadership over the past 12 months has highlighted this. […]

continue reading

High performing retirement income strategy gets top rating from Morningstar

From

Legg Mason, a global multi-affiliate investment manager, yesterday announced that the Legg Mason Martin Currie Diversified Income Trust, which has completed three years since inception in May 2014, has achieved the highest five-star Morningstar Rating™ * as at 31 May 2017 for its performance over the time period. Actively investing across a diversified range of Australian […]

continue reading

Lonsec upgrades Quay Global Real Estate Fund to ‘Recommended’

From

Lonsec has awarded a ‘Recommended’ rating to the Quay Global Real Estate Fund. The fund is an unhedged global property securities strategy managed by Quay Global Investors which aims to deliver a return of CPI plus 5 per cent a year over five plus years. Since inception[1] the Fund has delivered a total annualised return […]

continue reading