DNR Capital Australian Emerging Companies Fund upgraded to ‘Highly Recommended’ by Zenith

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Leading investment research house Zenith Investment Partners has assigned a ‘Highly Recommended’ rating to DNR Capital’s Australian Emerging Companies Fund, describing it as a “highly attractive investment option within the... Read more continue reading

2022 Adviser and Advice Technology Report – Falling adviser numbers and a move to an IFA driven marketplace is fuelling innovation by tech providers

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Leading research firm Investment Trends has released its 2022 Adviser and Advice Technology Report, the most comprehensive study of Advice Tech Providers in Australia. The benchmark survey of five ‘end-to-end’... Read more continue reading

RAM Australian Credit Fund rated ‘Superior’ by SQM Research

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Real Asset Management (RAM) Australia Has announced that its Credit Fund has received a ‘Superior’ four-star rating by SQM Research, making it suitable for inclusion on most Approved Product Lists... Read more continue reading

2022 Platform Benchmarking and Competitive Analysis Report: Platforms have this year explicitly focused on cybersecurity

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Leading research firm Investment Trends has released its 2022 Platform Benchmarking and Competitive Analysis Report, now in its 19th year. For overall platform functionality ranking, HUB24 just edged out Netwealth to reclaim the top... Read more continue reading

Zenith approves Federation Alternative Investments II (F2)

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Leading investment research house Zenith Investment Partners has awarded Federation Asset Management’s private equity fund, Federation Alternative Investments II, an ‘approved’ rating, citing the high calibre and extensive experience of the... Read more continue reading

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