The rise of the retail investor shows little sign of abating

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Key points: 1.43 million unique individuals placed at least one online trade in listed securities in the 12 months to May’21, up 35% year on year, and nearly double pre-pandemic... Read more continue reading

Active fund managers outperform during reporting seasons

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Over the past 10 years active fund managers in Australia have outperformed the S&P/ASX 300 Accumulation Index benchmark by 2.7 per cent during reporting seasons, according to the latest Australian... Read more continue reading

Managed accounts pass Best Interest test, delivering efficiencies to advice firms during disruptive times

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Leading research firm Investment Trends has released its annual Managed Accounts Report, and in-depth study of financial planners’ use of managed accounts in Australia. The twelfth annual edition of the... Read more continue reading

Adviser satisfaction with platforms has fallen, but improved support services will be key to lifting ratings

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Leading research firm Investment Trends has released its latest Adviser Technology Needs Report, an in-depth look at the evolving technology needs of financial advisers, as well as their usage of... Read more continue reading

Zenith upgrades Tribeca Alpha Plus Fund to ‘Recommended’ as funds under management approach $1 billion

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The Tribeca Alpha Plus Fund has been upgraded to a ‘Recommended’ rating from research house Zenith, as its funds under management approach the $1 billion mark. The fund, managed by Sydney-based... Read more continue reading

TPT Fixed Term Fund awarded ‘superior’ rating by SQM Research

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TPT Wealth, the trustee and funds management business of MyState Limited, has announced that the TPT Fixed Term Fund (the fund) has been awarded a ‘superior’ rating by independent research... Read more continue reading

Significant opportunities remain for investors in the Australian private debt sector

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Specialist alternatives research firm Evergreen Ratings, has highlighted the increased adoption of private debt as an attractive investment asset class in its latest Ratings Report. “However, this market is increasingly diverse and growing... Read more continue reading

Zenith introduces dedicated index fund rating

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Investment research consultancy Zenith Investment Partners has launched a framework specifically for rating index funds, with the first ratings now available through its adviser site. The new ratings will be... Read more continue reading

Hybrids remain attractive alternative for income generation

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Hybrids have been a popular choice for many investors over the last decade, producing returns that have been slightly less than equity markets, but with much lower risk. Hybrids are... Read more continue reading

More Australians are considering ESG factors in their investing decisions

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Leading research firm Investment Trends has released its inaugural ESG Investor Report, the largest scale and deepest dive into the attitudes towards ESG investing among Australian investors. The consideration of... Read more continue reading