AFI managers challenged by COVID-19 but opportunities for outperformance remain

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The Australian Fixed Interest sector was not immune from the effects of the COVID-19 crisis with the median manager in Zenith Investment Partners’ Australian Fixed Interest (AFI) category producing a net return of 5.46%, for the 12 months to 30 April 2020 trailing  the Bloomberg AusBond Composite Index (0+ Years) by 0.96% According to Zenith’s... Read more continue reading

SQM awards Superior ‘High investment grade’ rating for Cor Capital Fund

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The Melbourne-based boutique fund manager Cor Capital have received a positive upgrade by investment research firm, SQM Research, to Superior ‘high investment grade’ rating for its flagship fund, the Cor Capital Fund, which has $110 million in FUM.[1] The Cor Capital Fund (the “Fund”) is a multi-asset real return fund with an absolute return objective.... Read more continue reading

Janus Henderson Global Multi-Strategy Fund rated ‘Recommended’ by Zenith

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Janus Henderson Global Multi-Strategy Fund (APIR: HGI4648AU), a 15-year old strategy launched to Australian investors via a managed investment scheme structure in early June, has been awarded a “Recommended” rating by Zenith Investment Partners. The Fund offers exposure to a diversified portfolio of internally managed hedge fund strategies, while seeking to deliver absolute returns with... Read more continue reading

Accountants want to expand their role in the SMSF space: 2020 SMSF Accountant Report

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Investment Trends has released its 2020 SMSF Accountant Report, an in-depth survey of Australian accountants in public practice who service the Self-Managed Super Fund (SMSF) sector. Key highlights: Accountants want to expand their role in the SMSF space There is a significant pool of potential SMSFs BGL leads satisfaction ratings Accountants want to expand their... Read more continue reading

Daintree Capital Core Income Fund rated “Recommended” by Zenith

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Daintree Capital (Daintree), a specialist Australian active fixed income manager and part of the Perennial Group, has been upgraded to a “Recommended” rating by Zenith Investment Partners for its Core Income Fund (the Fund). The Fund employs an absolute return investment approach, aiming to outperform the RBA cash rate by a net margin of 1.5%... Read more continue reading

First Zenith rating for ECP Growth Companies Fund is ‘Recommended’

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Copia Investment Partners has announced the ECP Growth Companies Fund has received a “Recommended” rating, in its first review by Zenith. The Fund offers investors a concentrated and benchmark-unaware exposure to Australian shares (typically 25 – 30 stocks) and is managed by Sydney-based ECP Asset Management. Copia distributes the Fund through an agreement signed in... Read more continue reading

Lonsec awards ‘Highly Recommended’ Rating to the Legg Mason Martin Currie Real Income Fund and Active ETF

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In its most recent sector review, Lonsec has upgraded the Legg Mason Martin Currie Real Income Fund rating to ‘Highly Recommended’. Launched in 2010, Legg Mason Martin Currie Real Income Fund has built a long-term record of success in delivering high, sustainable and growing income alongside capital growth. In pursuing its objectives, the Fund invests in a... Read more continue reading

Super members must take long-term view

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In the wake of the most challenging quarter for financial markets in living memory, super members are scrambling to check their account balances to see what effect the sell-off is having on their retirement savings. While members are undoubtedly nervous and wondering what the market has in store for them next, leading research house SuperRatings... Read more continue reading

T. Rowe Price Global Equity Fund awarded Morningstar analyst rating of Gold

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The T. Rowe Price Global Equity Fund (I Class) has received the highest Morningstar Analyst Rating™ of ‘Gold’. Managed by U.S.-based portfolio manager, Scott Berg, and London-based associate portfolio manager, Hari Balkrishna, the Fund has A$3.4 billion under management and a 1-year annualised return of 19.71%. Morningstar highlighted in its Global Fund Report that “T.... Read more continue reading

Australian retail investors remain resilient in the face of enormous volatility

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Leading research firm Investment Trends provides a brief on the latest views of Australia’s retail investors in the midst of the COVID-19 pandemic and market volatility. Key highlights Australian retail investors remain resilient in the face of enormous volatility Return and dividend expectations have fallen sharply, but remain in the black Retail believe the market... Read more continue reading