Datt Capital Absolute Return Fund ranked top performing Equity Long Only Fund for 2022

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Boutique investment manager Datt Capital’s Absolute Return Fund has been ranked the top performing Equity Long Only Fund in Australia by US based alternative investment data and indices specialist BarclayHedge.... Read more continue reading

PAN-Tribal Asset Management fund scores Highly Recommended from Zenith for 5 years running

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PAN-Tribal Asset Management has announced its PAN-Tribal Global Equity Fund has once again maintained its Highly Recommended rating following Zenith’s recent review of the global equity fund sector. The Fund... Read more continue reading

Australian High Net Worth (HNW) Investor population steadies as both property and equity markets face headwinds

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Leading research firm Investment Trends has publicly released its 2022 High Net Worth Investor Report, an in-depth study of Australian HNW’s investing behaviour, product needs and advice needs. The latest... Read more continue reading

Mutuals’ assets grow but profits fall amidst macro-economic challenges: KPMG Mutuals Industry Review 2022

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Australia’s mutual banks, building societies and credit unions (the “Mutuals“) increased net assets by 7.8 percent to AU$11.2 billion in the 2022 financial year, up from 5.5 percent growth the... Read more continue reading

SQM Research rates Australian Ethical Balanced Fund ‘Superior’

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Australian Ethical Investment Limited (Australia Ethical) has announced that its Balanced Fund has received a ‘Superior’ four-star rating by SQM Research, meaning it is suitable for inclusion on most Approved... Read more continue reading

Advice costs continue to rise as affordability remains main barrier to Australians seeking financial advice

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Leading research firm Investment Trends has released its latest 2022 Financial Advice Report. The study explores the changing advice needs of Australian adults, their main concerns, and how advisers and... Read more continue reading

Man GLG Asia Equity Opportunities Fund launched in response to market demand rated ‘RECOMMENDED’ by Zenith

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Man GLG, the discretionary investment management engine of Man Group, has launched the Man GLG Asia Opportunities Fund in response to increasing adviser demand for, and opportunities in, Asian equities.... Read more continue reading

Consumer confidence in a ‘comfortable’ retirement at near historic low levels

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Leading research firm Investment Trends has released its latest 2022 Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The latest report highlights confidence levels have plummeted to ten... Read more continue reading

Australian banking – the last calm before the storm: KPMG Major Australian Banks Full Year Analysis 2022

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KPMG’s Major Australian Banks Full Year Analysis Report 2022 finds that the Majors reported a combined cash profit after tax from continuing operations of $28.5 billion, up 7.2% on FY21.... Read more continue reading

Martin Currie Ethical Income Fund wins ‘Lonsec Sustainable Fund of the Year Award’

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Leading investment research house Lonsec has named the Martin Currie Ethical Income Fund as the 2022 Sustainable Fund of the Year. Martin Currie Australia is the active equity specialist investment manager of Franklin... Read more continue reading