Low cost multi-asset funds more volatile in down markets

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Investors in low cost multi-asset funds are more likely to experience higher volatility when markets decline, according to new research by Zenith. In its 2018 Multi Asset Diversified Review of... Read more continue reading

Lonsec upgrades K2 Australian Absolute Return Fund

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Research House Lonsec has upgraded its rating of the K2 Australian Absolute Return Fund to ‘Recommended’ as part of its most recent Australian Equities – Australian Long Short Sector Review.... Read more continue reading

Candriam Sustainable Global Equity Fund wins top rating

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The Candriam Sustainable Global Equity Fund has received a ‘Highly Recommended’ rating from Lonsec Research. In making its assessment, Lonsec cited the depth of the Fund’s ESG analysis that forms... Read more continue reading

Customer-owned banking sector outpaces major banks

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APRA’s quarterly banking figures indicate that customers have faith in the customer-owned banking sector. “Given the damage to the reputation of the broader banking sector due to misconduct exposed by... Read more continue reading

Planners are relying on insurance providers more than ever: 2018 Planner Risk Report

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Investment Trends has released its 2018 Planner Risk Report, an in-depth survey of Australian financial planners who provide advice on life insurance. The report, now in its tenth year, draws... Read more continue reading

Super funds boosted by global share streak

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Australia’s superannuation funds are participating in the global share market rally, with big gains from US and European markets showing up in members’ accounts and providing a promising start to... Read more continue reading

International equities drive Australian ETF industry to an all-time high: BetaShares July 2018 Australian ETF Review

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The growth of the Australian ETF industry has continued into the new financial year, driven by large inflows into International Equities, according to the BetaShares Australian ETF Review – July 2018.... Read more continue reading

Legg Mason Western Asset Macro Opportunities Bond Fund upgraded by Lonsec

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Leading research house Lonsec has upgraded its rating for the Legg Mason Western Asset Macro Opportunities Bond Fund (Fund) to “Recommended” and has reclassified the Fund to Lonsec’s Growth Alternatives... Read more continue reading

Satisfaction with super funds is increasing, but members still want more: Investment Trends

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Investment Trends has released its flagship 2018 Super Fund Member Sentiment and Communications Report, an in-depth study of super fund members’ attitudes, behaviours, needs and priorities. The report, now in... Read more continue reading

Super members can expect a better second half to 2018

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Australia’s superannuation fund members have reason to expect a pickup in performance in the second half of 2018, following a volatile first half that saw super funds scrambling to recover... Read more continue reading