Trends + Ratings

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Vacancy rates dips in October

Data released by SQM Research this week has revealed the national residential vacancy rate was 2.1% in October 2017, with the number of vacancies Australia-wide falling to 67,781 – a slight drop on the month of September. Hobart’s vacancy rate fell to a record low of 0.3%. Hobart’s vacancy rate is now the lowest on […]

15 Nov 2017

Demand for advice from financial planners is at a record high: Investment Trends

From Investment Trends

Key highlights from the Investment Trends 2017 Financial Advice Report: The demand for advice from financial planners is at a record high Financial planners face challenges in expanding their client base, but are taking steps in the right direction Alternative delivery channels are key to converting the advice opportunity In its tenth year, the 2017 […]

02 Nov 2017

Franklin Australian Absolute Return Bond Fund gets an upgrade

From Franklin Templeton Investments

The Franklin Australian Absolute Return Bond Fund has been upgraded by Lonsec Research to a ‘Recommended’ rating, reflecting the research firm’s strong conviction in the fund following its recent fixed income sector review. Closing in on a three-year performance track record and managed by local co-portfolio managers, Chris Siniakov and Andrew Canobi, the fund is […]

27 Oct 2017

Vacancy rates steady in September for most cities

From SQM Research

Data released by SQM Research this week has revealed the national residential vacancy rate was 2.2% in September 2017, with the number of vacancies Australia-wide at 72,955 – a slight rise on the month of August. Hobart’s vacancy rate remained at the lowest level ever recorded by SQM at 0.4%. In the bigger cities, vacancies rose […]

18 Oct 2017

Insight Global Absolute Return Bond Fund secures ‘recommended’ rating from Lonsec

From Insight Investment

Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its flagship Australian funds – the Insight Global Absolute Return Bond Fund – from Lonsec Research. The A$609.8m1 Fund aims to provide a positive absolute return in all market conditions over a rolling 12 month period, and 3% pa in excess of the Bloomberg AusBond […]

13 Oct 2017

Lazard Australian Diversified Income fund receives highest Lonsec rating

From Lazard Asset Management

The Lazard Australian Diversified Income (LADI) fund has been awarded a ‘Highly Recommended’ rating from leading independent research house Lonsec, which is the firm’s highest rating category*. The actively managed Fund, launched in 2012, is currently invested in 24 companies that meet the criteria of having a dividend yield above the cash rate, capital appreciation […]

12 Oct 2017

Zenith ETF Sector Review reveals strong growth with downward pressure on fees

From Zenith Investment Partners

Zenith Investment Partners’ 2017 Exchange Trade Funds Sector Review has resulted in 59 ETFs being rated Approved or higher, with four funds being rated Highly Recommended. There was only change in the Highly Recommended category, with Magellan Infrastructure Fund, one of the increasing number of active ETFs in the marketplace, being upgraded and now rated […]

06 Oct 2017

Ardea’s Real Outcome Fund wins praise and ‘Recommended’ rating from Zenith

From Ardea Investment Management

Fixed income fund manager Ardea Investment Management has received a ‘Recommended’ rating for its Real Outcome Fund from Zenith Investment Partners and strong endorsement of the quality of its investment team. Ardea’s Real Outcome Fund is a defensive fixed income solution that targets a stable return in excess of inflation. The Fund primarily uses government […]

26 Sep 2017

Investment Trends 2017 First Half Online Broking Report

From Investment Trends

Key highlights from the Investment Trends 2017 Australia First Half Online Broking Report: A strong All Ords run carries online investor numbers to five year high Industry switching activity remains low, but is rising among frequent traders Clients recognise the strengths of Bell Direct, CMC Markets and CommSec In its thirteenth year, the Online Broking […]

15 Sep 2017

Zenith assigns ‘Recommended’ rating to Lennox Australian Small Companies Fund

From Lennox Capital Partners

Active boutique equities fund manager, Lennox Capital Partners has received a ‘Recommended’ rating for its recently launched flag-ship Australian Small Companies Fund from investment research provider Zenith Investment Partners. Lennox was established in March this year by James Dougherty and Liam Donohue, who are the majority owners, in conjunction with Fidante Partners, a boutique funds […]

07 Sep 2017