Lennox Australian small companies fund upgraded to ‘Highly Recommended’

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The rating of the flagship Australian Small Companies Fund of boutique equities manager Lennox Capital Partners has been upgraded to ‘Highly Recommended’ by Lonsec. In addition, Lonsec has given the Lennox Australian Microcap Fund, which was launched last year, a ‘Recommended’ rating. Lennox is run and majority owned by principals and portfolio managers James Dougherty […]

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Deal breakers and deal changers in the financial planning M&A space

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The financial services industry has seen blow after blow recently with the introduction of new Financial Adviser Standards and Ethics Authority (FASEA) education standards and the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry (the Royal Commission). The flow-on effect already experienced on the way financial planning businesses are bought and sold […]

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CFM Trend Following strategy “Highly Recommended” by Lonsec

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Global quantitative asset manager Capital Fund Management (CFM) today announced that its trend following strategy, CFM IS Trends Trust Class A & B, has received a ‘’Highly Recommended” rating from Lonsec. In addition, it has maintained its “Recommended” rating from Zenith. The fund was also a finalist in the disruptor category at the 2018 Annual […]

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Telstra rings up fourth consecutive year as Australia’s most valuable brand

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Telstra remains Australia’s most valuable brand despite its brand value subsiding 7% to $14.7 billion, according to the latest report by Brand Finance, the world’s leading independent brand valuation and strategy consultancy. Woolworths (brand value up 23% to $11.2 billion) and Coles (brand value up 31% to $11.0 billion) both jumped two places to 2nd and […]

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Nanuk Sustainability Fund receives 5 Star rating

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The Nanuk New World Fund received a 5 Star rating from Morningstar, its three-year track record placing the fund 2nd out of 193 global equity managers in the Large Cap World Equity category. This follows an “Approved” rating provided from Zenith Investment Partners at the close of 2018. Nanuk CEO Eric Siegloff said he was pleased […]

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Small companies beneficial for international equity portfolio allocations

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An exposure to smaller companies has long been a common component of an investor’s Australian equities portfolio, however, this has not been the case from an international equities perspective. Zenith believes this dynamic is beginning to change with the strong growth in availability of quality international equities smaller companies offerings over the past few years. […]

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Templeton Global Growth Fund Ltd rated “Recommended” by independent investment research

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Templeton Global Growth Fund Ltd (ASX: TGG), a 31-year old Australian listed investment company (LIC) providing investors with access to world equity markets based on a value driven investment approach, has been awarded a “Recommended” rating by Independent Investment Research (IIR). TGG’s investment objective is to achieve long-term capital growth for shareholders, particularly long-term investors […]

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Data Bill will usher in human rights for the digital age

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While the introduction of the Consumer Data Right Bill into parliament has been delayed, it needs to be a priority for the government in 2019, as it is welcome first step in addressing the imbalance of bargaining power between the holders and subjects of data, says Jonathan Steffanoni, principle consultant, legal and risk, with QMV. […]

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PAN-Tribal Global Equity Fund upgraded by Zenith

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund was upgraded to Highly Recommended following Zenith’s recent review of the global equity fund sector. Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities. According to their report, […]

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Loomis Sayles Global Equity Fund awarded Zenith ‘Recommended’ rating in its inaugural review

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The recently launched Loomis Sayles Global Equity Fund has been awarded a ‘Recommended’ rating by Zenith. The Fund was opened to Australian retail investors on 1 November and is being distributed in Australia by Investors Mutual Limited (IML). Loomis, Sayles & Company manages USD $267.3 billion in assets and looks far and wide for value – across traditional […]

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