Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said Mr Price. “With an active dividend approach we are able to generate monthly distributions rather than half-yearly,” he said. “This benefits investors seeking regular income who used to hesitate at the traditional half-yearly structure of distributions.” “The dividend income market is transforming,” noted Mark Knight, Head of Distribution at Ausbil. “Income investors like SMSFs, retirees, […]

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GSFM and Cambridge announce strategic partnership

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GSFM and Canadian-based Cambridge Global Asset Management have formed a partnership, with GSFM distributing the Cambridge Global Smaller Companies fund in the Australian and New Zealand markets. The partnership will leverage Cambridge’s extensive investment management capabilities and GSFM’s substantial distribution network in the region. Toronto and Boston based Cambridge Global Asset Management was founded in […]

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Schroder Global Recovery Fund upgraded to ‘Recommended’ by Lonsec

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Schroders’ global equity strategy, which was launched in 2017 and adopts a pure value-driven approach, has been upgraded to ‘Recommended’ by research firm, Lonsec. Lonsec identified the “differentiated, highly unconstrained, contrarian investment philosophy that employs a patient, disciplined investment process” as a key strength. The Schroder Global Recovery Fund is a benchmark-unconstrained strategy, focusing on global companies […]

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Lonsec awards ‘Recommended’ rating to Allianz Retire+ Future Safe

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Independent investment research house, Lonsec, has awarded Allianz Retire+ ‘Future Safe’ a ‘Recommended’ rating*.  Future Safe is the first in a new breed of retirement solutions that will transform how advisers and their clients think about the key challenges of retirement.   Future Safe was purpose-designed from the point of view of the customer, following detailed market […]

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Smaller companies are higher beta, but they need not be

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From time to time, the market reminds us of the inherent volatility of equities as an asset class. The December quarter of 2018 was a clear example of this, with the S&P/ASX 300 Index falling 8.4%; its largest quarterly decline since September 2011. However, the quarter was even tougher for smaller capitalisation stocks, with the […]

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Digital engagement channels show continued growth: Online Broking Report

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Specialist researcher Investment Trends has released its 2018 2H Online Broking Report, an in-depth study of the attitudes and behaviours of online equities and ETF investors in Australia. Trends highlighted in the report: More Australians are investing despite choppy market conditions. Digital engagement channels continue to grow in importance. Investors embrace advancements in consumer technology. […]

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“Outstanding” SQM rating for Quay Global Investors

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SQM has upgraded Quay Global Investors, a Bennelong boutique, to its highest rating category of “Outstanding” (4½ stars). The rating indicates that SQM believes the Quay Global Real Estate Fund “most often outperforms its peers and benchmark” and that “management is extremely experienced and skilled and has access to significant resources”. SQM stated it considers the […]

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Market Neutral still a diversifier despite a tough 2018, says Zenith

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With Australian equities performing solidly and consistently in recent years, the negative 2018 calendar year served as a sharp reminder that alternative sources of returns can be an important diversifier of a portfolio. However, alternatives in the form of Australian market neutral funds largely turned in a relatively disappointing performance over 2018, with Zenith’s rated […]

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Financial planners are repositioning from stock pickers to asset allocators: Margin Lending Adviser Report

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Leading research firm Investment Trends has released its 2018 Margin Lending Adviser Report, where we examine the evolving use of gearing among Australia’s stockbrokers and financial planners. The study is based on a survey of 766 financial planners and 223 stockbrokers who provide financial advice concluded in November 2018. This year’s study highlights a number […]

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Hyperion Asset Management’s Global Growth Companies Fund awarded Highly Recommended rating by Lonsec

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Hyperion Asset Management (Hyperion) has announced that its Global Growth Companies Fund has received the coveted “Highly Recommended” rating from Lonsec. This is the highest possible rating. Mark Arnold, Chief Investment Officer at Hyperion said the “Highly Recommended” rating from Lonsec is a tick of approval for Hyperion’s disciplined, well developed and repeatable investment process as well as […]

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