Nikko Asset Management Australia’s Global Share Fund receives ‘Bronze’ Morningstar rating

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Nikko Asset Management Australia announced that on 4 April 2018 its Nikko AM Global Share Fund received a ‘Bronze’ Morningstar Analyst Rating™ on its debut, reflecting high performance across key pillars and the fund’s forward-looking prospects. Led by William Low, the six-person portfolio management team was commended for establishing a high conviction global equity strategy, […]

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The death of the conglomerate

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Wesfarmers (ASX: WES) surprised the market in March 2018 by announcing its intention to demerge the Coles supermarket business from its portfolio. This reverses the original decision made in July 2007 to acquire Coles for $22 billion in what was then the largest takeover in Australia. For many years, WES was a shining example of […]

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Sustained volatility fails to dent long-term super returns

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Australian super fund members have suffered a second monthly decline in returns in as many months as volatility shakes global markets and creates an environment not seen by most super members in a decade. However, median balances are well ahead for the financial year to date and superannuation remains one of the best investments over […]

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Robo-advice is no longer a foreign concept in Australia: Investment Trends Report

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Robo-advice (or automated investing) is gaining traction in Australia and across the globe. The latest Investment Trends Robo-advice Report is based on a large-scale survey of over 10,000 online investors and 1,425 financial advisers conducted between February and December 2017 across Australia, the USA, the UK, Spain, Germany, France, Singapore and Hong Kong. This year’s […]

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Perpetual Global Share Fund receives Lonsec rating upgrade

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Perpetual has announced its Global Share Fund has received an upgraded ‘Recommended’ rating from Lonsec. Key strengths of the Fund recognised by Lonsec include the application of a long-standing and well-proven investment philosophy and process along with a track record of meeting investment objectives. Portfolio Manager Garry Laurence said: “Obtaining a rating takes time – […]

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Zenith Review: Hot Micro Cap demand leads to six-fold increase in capacity in Zenith rated universe

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There has been a sharp rise in investor demand within Australian Micro Caps and a corresponding increase in funds meeting this demand, according to Zenith’s most recent Sector Review. Since 2016, the number of Micro Cap funds in Zenith’s rated universe has increased 125%, while the total funds under management (FUM) in Zenith’s rated Micro Cap […]

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Zenith Awards ‘Recommended’ Rating to Ophir Asset Management’s High Conviction Fund

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Australian small and mid-cap equities manager Ophir Asset Management (Ophir) announces today that the Ophir High Conviction Fund (the Fund) has received a ‘Recommended’ investment rating from independent research house Zenith Investment Partners for the first time. Zenith recently released its 2018 Australian Shares – Small Companies Sector Review, providing an overview of the Australian […]

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Vacancy rates increase in most cities in December

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Data released by SQM Research this week has revealed the national residential vacancy rate was 2.5% in December 2017, with the number of vacancies Australia-wide increasing to 80,092 – an increase on the month of November. All capital cities have increased their vacancy rates in December however, Hobart’s vacancy rate continues to remain at a […]

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Australian HNW investor numbers on the rise: Investment Trends

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Investment Trends has released its flagship 2017 High Net Worth Investor Report, the largest annual study of Australia’s wealthiest investors. The report, now in its tenth year, concluded in September 2017 and draws on responses from 1,483 millionaires in investable assets. This year’s study highlights a number of important trends: Key highlights from the Investment […]

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Epoch retains ‘highly recommended’ rating from Zenith

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Zenith Investment Partners has retained its ‘highly recommended’ rating for the Grant Samuel Epoch Global Equity Shareholder Yield funds (both the hedged and unhedged versions). The funds are managed by New York-based equity manager, Epoch Investment Partners, and invest in a diversified equity portfolio of listed global companies that have a history of attractive dividend yields […]

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