Australia Ratings upgrades La Trobe Financial to ‘Superior’

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The $9.6 billion diversified wealth manager La Trobe Financial announced that it has been upgraded to ‘Superior’ – the highest available ranking – in its most recent independent operational capability assessment by research house, Australia Ratings. La Trobe Financial Chief Investment Officer Chris Andrews said he was delighted to receive this top ranking from the […]

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Zenith upgrades PM Capital Global Companies Fund

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Investment research house Zenith Investment Partners has upgraded its rating of the PM Capital Global Companies Fund from ‘Recommended’ to ‘Highly Recommended’. The PM Capital Global Companies Fund (‘Fund’) is now only one of two out of 28 investment products in its Zenith category to be rated ‘Highly Recommended’. The rating upgrade equates to Zenith […]

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Trilogy Trusts assigned ‘STRONG’ Investment Rating by Australia Ratings

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Australia Ratings Analytics (Australia Ratings) has reviewed two Trilogy Funds; the Trilogy Monthly Income Trust and the Trilogy Enhanced Cash (Trust). Both funds have been rated as STRONG. A rating of STRONG indicates a strong conviction that the Fund can deliver a risk-adjusted return in line with the Fund’s investment objective. The Trilogy Monthly Income Trust has been […]

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Ausbil Fund recognised at Lonsec awards for ESG investing and engagement

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Lonsec has awarded the Ausbil Active Sustainable Equity Fund as the winner of its Sustainable Investment Award. The Lonsec Sustainable Investment Award seeks to recognise and highlight the work of asset managers and key players incorporating ESG into their investment approach to add value to investors. An ESG (environment, sustainable and governance) approach, is integrated in Ausbil’s investment […]

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Super funds rebuild momentum in December quarter

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Super funds are off to a positive start in the December quarter, regaining momentum following a rocky September and paving the way for double-digit returns for the 2019 calendar year. While markets have come under pressure in recent months, super funds have once again proved they are up to the task of navigating the significant […]

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Neuberger Berman’s EME Select Fund awarded a ‘Recommended’ Zenith rating

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Neuberger Berman’s Emerging Markets Equity Select Fund (EME Select Fund) has been awarded a ‘Recommended’ rating from independently-owned investment research house Zenith. The Fund, which was launched in August, aims to achieve long-term capital growth by investing in emerging market equities issued by companies that are listed or traded globally, have sustainable cash flow growth […]

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Infrastructure Partners Investment Fund – Core rated Very Strong

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Australia Ratings Analytics (Australia Ratings) has assigned an investment rating of ‘Very Strong’ to the Infrastructure Partners Investment Fund – Core (the Fund). A Product Complexity Indicator of ‘Yellow’ has also been assigned to designate the view that the Fund is a complex financial product indicating that the Fund has an absolute return objective and […]

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Perpetual Investments recognised at Zenith Fund Awards

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Perpetual Investment Management Limited recently won the Multi Asset – Real Return category at the 2019 Zenith Fund Awards for the Perpetual Diversified Real Return Fund (the Fund). The award was accepted by Perpetual Investments’ Head of Multi Asset, Michael O’Dea. Mr O’Dea said, “It’s fantastic to receive this acknowledgement from Zenith, and we very […]

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Zenith initiates coverage of the Legg Mason Martin Currie Global Long-Term Unconstrained Fund with a ‘Recommended’ rating

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The Legg Mason Martin Currie Global Long-Term Unconstrained Fund has received a ‘Recommended’ rating from Zenith Investment Partners. Launched in December 2015, the Fund is managed by the wholly owned Legg Mason affiliate Martin Currie and offers investors a concentrated, fundamental, quality growth styled international equities exposure. Zenith believes “The Fund is an attractive offering […]

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Clean sweep – all three Alphinity Australian share funds receive ‘Highly Recommended’ rating

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All three of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Lonsec. The leading Australian and global equities boutique fund manager has had its Alphinity Australian Share Fund and its Alphinity Concentrated Australian Share Fund upgraded to the highest available Lonsec rating, while the Alphinity Sustainable Share Fund has retained its […]

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