Centuria LifeGoals, Centuria Life’s new investment bonds product, has been awarded a rating of ‘Very Strong’ by Australia Ratings. Centuria Life is part of specialist investment manager Centuria Capital Group... Read more continue reading
03
Jul
2019
As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said... Read more continue reading
05
Jun
2019
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CPD: Growth holds, risks widenEconomic outlook: Structural forces, cyclical implications Longer-term secular forces are driving the six- to 12-month cyclical outlook. Our June 2026 Secular Outlook, “Rupture and Resilience[1],” explored the fraying of traditional [...]
CPD: Intergenerational wealth – When the responsibility transfers before the moneyPicture this: an Enduring Power of Attorney (EPOA) has sat in a filing cabinet for years. Then a sudden health event means an adult daughter is called on to act [...]
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CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AIMove over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]