Nikko AM Global Share Fund upgraded to ‘recommended’ by Lonsec

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Nikko Asset Management Australia (Nikko AM) has announced that it has been upgraded by Lonsec to ‘Recommended’. Lonsec has strong conviction the financial product can generate risk-adjusted returns in line... Read more continue reading

Small increases in super contributions has a significant impact on retirement peace of mind: Retirement Income Report

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Leading research firm Investment Trends has released its latest Retirement Income Report, an in-depth study of Australians’ attitudes towards retirement and post-retirement issues. The report, now in its tenth year,... Read more continue reading

Platforms have improved to help advisers demonstrate value to clients: Platform Benchmarking and Competitive Analysis Report

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Leading researcher Investment Trends has released its 2019 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners and their clients. Key... Read more continue reading

Super funds immunised against short-term volatility

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According to estimates from leading research house SuperRatings, super funds had a positive start to 2020, with the median balanced option returning 1.9% in January, driven predominately by gains from... Read more continue reading

2019 Margin Lending Adviser Report: Innovative products are key to rejuvenating the margin lending space

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Leading research firm Investment Trends has released its 2019 Margin Lending Adviser Report, which examines the evolving use of gearing to invest among Australian stockbrokers and financial planners. Key highlights:... Read more continue reading

A growing trend to add Real Assets to a Fund’s targeted asset mix

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Amidst an investment environment where asset class returns are forecast to be lower with greater volatility, Zenith Investment Partners has observed a greater willingness of Multi-Asset managers to incorporate non-traditional... Read more continue reading

Australia Ratings upgrades La Trobe Financial to ‘Superior’

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The $9.6 billion diversified wealth manager La Trobe Financial announced that it has been upgraded to ‘Superior’ – the highest available ranking – in its most recent independent operational capability... Read more continue reading

Zenith upgrades PM Capital Global Companies Fund

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Investment research house Zenith Investment Partners has upgraded its rating of the PM Capital Global Companies Fund from ‘Recommended’ to ‘Highly Recommended’. The PM Capital Global Companies Fund (‘Fund’) is... Read more continue reading

Trilogy Trusts assigned ‘STRONG’ Investment Rating by Australia Ratings

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Australia Ratings Analytics (Australia Ratings) has reviewed two Trilogy Funds; the Trilogy Monthly Income Trust and the Trilogy Enhanced Cash (Trust). Both funds have been rated as STRONG. A rating of... Read more continue reading

Ausbil Fund recognised at Lonsec awards for ESG investing and engagement

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Lonsec has awarded the Ausbil Active Sustainable Equity Fund as the winner of its Sustainable Investment Award. The Lonsec Sustainable Investment Award seeks to recognise and highlight the work of... Read more continue reading