Brandywine Global Opportunistic Equity Fund awarded second ‘Recommended’ rating

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Brandywine Global, a specialist investment manager of Franklin Templeton, is pleased to announce the receipt of a ‘Recommended’ rating by Zenith for the Brandywine Global Opportunistic Equity Fund (GOE). Zenith... Read more continue reading

Muzinich MLoan Private Credit Fund receives ‘Recommended’ rating from Lonsec

Muzinich & Co. (“Muzinich”), the global corporate credit specialist, today announced that Lonsec, one of Australia’s most respected investment research firms, has awarded its Muzinich MLoan Private Credit Fund (the... Read more continue reading

Four State Street Global Advisors Funds Receive “Highly Recommended” or “Recommended” Ratings by Lonsec

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Australian investment research and ratings provider Lonsec has upgraded three State Street Global Advisors’ ETFs, one of which has received their top ‘Highly Recommended’ rating. These ETFs are SPDR® S&P®/ASX 200 Fund (STW), SPDR® S&P®/ASX... Read more continue reading

Inflation pushes retirement preparedness to 10-year low as retiree concerns mount

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Retirement preparedness among Australians has reached its lowest point in 10 years, according to the Brighter Super & Investment Trends 2024 Retirement Income Report[1]. The report, is a comprehensive snapshot... Read more continue reading

Lonsec upgrades DNR Capital Australian Emerging Companies Fund to ‘Highly Recommended’

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Leading research house, Lonsec Research, has upgraded the DNR Capital Australian Emerging Companies Fund to ‘Highly Recommended’ indicating Lonsec has very strong conviction the product can meet its investment objectives.... Read more continue reading

Class launches 2024 Annual Benchmark Report

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Leading cloud-based accounting and SMSF administration software provider Class has released the 2024 Annual Benchmark Report, revealing more than 16,500 Class SMSF members face being adversely impacted by the Government’s... Read more continue reading

Mind the gap: Super funds key pillar of support in both retirement expectations and reality

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Two years on from the Retirement Income Covenant coming into force, research from leading financial insights firm Investment Trends highlights the stark disconnect between the income sources pre-retirees expect to... Read more continue reading

High-net-worth investor landscape evolves with rising numbers, growing wealth, and expanding needs for expert advice

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The high-net-worth (HNW) investor landscape is undergoing significant transformation, driven by unprecedented growth in both the number of investors and the total wealth they control. Praemium in conjunction with Investment... Read more continue reading

Financial advisers enhance value for clients, Russell Investments report finds 

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Russell Investments, a leading global investment solutions partner committed to improving peoples’ financial security, released its seventh annual Value of an Adviser Report. The report reveals financial advisers added at... Read more continue reading

Pzena Investment Management’s Australian Funds receive “Highly Recommended” ratings from Genium

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Pzena Investment Management is proud to announce that both the Pzena Emerging Markets Value Fund and the Pzena Global Focused Value Fund have received the “Highly Recommended” rating from Genium... Read more continue reading