Zenith introduces dedicated index fund rating

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Investment research consultancy Zenith Investment Partners has launched a framework specifically for rating index funds, with the first ratings now available through its adviser site. The new ratings will be applied as Zenith moves through its annual review cycle, commencing with the June 2021 release of its Australian fixed interest, Australian equities and property sector... Read more continue reading

Hybrids remain attractive alternative for income generation

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Hybrids have been a popular choice for many investors over the last decade, producing returns that have been slightly less than equity markets, but with much lower risk. Hybrids are typically issued by financial institutions, including the big banks. They are issued at floating rates and are popular with retail investors because they offer higher... Read more continue reading

More Australians are considering ESG factors in their investing decisions

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Leading research firm Investment Trends has released its inaugural ESG Investor Report, the largest scale and deepest dive into the attitudes towards ESG investing among Australian investors. The consideration of environmental, social and governance (ESG) factors when selecting investments is gaining widespread appeal. According to the latest research from Investment Trends, the majority of Australian... Read more continue reading

Russell Investments’ Managed Portfolios awarded ‘superior’ rating by SQM Research

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The Russell Investments Managed Portfolios have been awarded a ‘superior’ rating by independent research house SQM Research, recognising the high calibre of its investment management capabilities. Russell Investments’ Managed Portfolios are a dynamic cost-effective multi-asset suite of four portfolios designed to provide investors with long-term returns and manage investment risks over time. Launched in June... Read more continue reading

AIIB appoints Equity Trustees as debt issuance agent and issues inaugural Kangaroo bond

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The Asian Infrastructure Investment Bank (AIIB) has appointed EQT Australia Pty Ltd (Equity Trustees) as its registrar, issuing and paying agent to service A$-denominated notes issued by AIIB under its A$ and NZ$ Debt Issuance Programme. AIIB issued its inaugural A$500 million Sustainable Development Kangaroo bond under its A$ and NZ$ Debt Issuance Programme on... Read more continue reading

Evergreen grants “Commended” rating for Elanor Healthcare Real Estate Fund 

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Elanor Healthcare Real Estate Fund which is forecasting a distribution yield of 7.4% pa in FY2021. The unlisted property fund currently comprises four multi-tenanted healthcare focused properties, with total value of $183.45 million (as at November 2020). The fund is managed by... Read more continue reading

Total property listings rise in April

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Figures released by SQM Research reveal national residential property listings rose in April 2021 by 2.4% to 262,617 from 256,568 in March 2021, while asking houses prices jumped 6.1% in Sydney as the property market gathers momentum. The largest monthly rises in property listing were in Canberra, Perth and Sydney, while Hobart listings fell 4.8%... Read more continue reading

Disruption to the advice tech stack is happening at pace

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Leading research firm Investment Trends has launched its 2020 Advice Technology Benchmark Report, which provides an in-depth review of developments in technology used by financial advisers to deliver advice, covering the impact of Best Interest Duty requirements, innovations in the client discovery process, delivery of scaled advice and new competition in the space. The Report... Read more continue reading

Private debt sector back in focus, Evergreen Ratings assigns ‘Commended’ rating to Wentworth Williamson Stable Income Fund

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Specialist alternatives research firm Evergreen Ratings has assigned a “Commended” rating to the Wentworth Williamson Stable Income Fund, saying it has a “very high degree of conviction” that the Fund will deliver on its 6%-plus income target. Wentworth Williamson is a relatively new player in the growing private debt market, with a fund that specialises in funding... Read more continue reading

Lonsec awards ‘Recommended’ rating to Apostle Dundas Global Equity Fund

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Independent investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund (the Fund). The Fund is focused on sustainable dividends from long-term investment in global equities across developed and emerging markets. Investment manager Dundas Global Investors (Dundas) aims to build a diversified portfolio of between 60-80 stocks with sustained... Read more continue reading