New money drives industry growth to record high of $29 billion FUM

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Despite declines in the broader Australian market, net inflows lifted the Australian exchange traded fund (ETF) industry by 2.6% (or $733.7 million) to hit a new record high of $29... Read more continue reading

Tribeca: domestic growth outlook is deteriorating

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The Tribeca Alpha Plus Fund Monthly Report for May 2017 has been released and in it, portfolio manager Sean Fenton says the domestic growth outlook is deteriorating. In his commentary... Read more continue reading

What’s driven the stellar growth in LIC listings? Zenith Listed Investment Company Sector Review

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Listed Investment Companies (LICs) have been in vogue in recent years, with a whopping 98% increase in listings between June 2013 and March 2017. In its 2017 Listed Investment Companies... Read more continue reading

Is short money the smart money?

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Zenith Australian Shares – Long/ Short Sector Review Is short money the ‘smart money’? Do investors who short sell possess an information advantage or higher skill than traditional, long-only investors?... Read more continue reading

Perpetual Pure Credit Alpha Fund receives ‘Recommended’ rating from Zenith

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The Perpetual Pure Credit Alpha Fund (Fund) has received a ratings upgrade to ‘Recommended’[1] from Zenith Investment Partners (Zenith) in recognition of its strong strategy and experienced team[2],[3]. Zenith’s confidence... Read more continue reading

Lonsec rates recently launched Sestante Australian Small Companies Fund “Recommended”

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As part of its broader asset management strategy AZ Sestante has launched the Sestante Australian Small Companies Fund (the Fund) on 1 March 2017, in conjunction with fellow Azimut subsidiary... Read more continue reading

Lonsec awards Recommended Rating to Perennial Microcap Opportunities Trust

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Independent investment research house Lonsec has awarded the Perennial Microcap Opportunities Trust (the Trust) a Recommended rating, complementing Perennial’s investor-centric launch of its micro-stock capability. Perennial portfolio managers are each... Read more continue reading

Generating income is advisors’ top priority

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In anticipation of widely expected rate increases by the Fed, financial advisors in the U.S. are increasingly focused on generating income for their clients, according to the Q2 2017 Eaton... Read more continue reading

Lonsec awards the RARE Infrastructure Income Fund a ‘Recommended’ rating

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Focused solely on global listed infrastructure, and designed to help meet the income needs of an ageing population, the RARE Infrastructure Income Fund leverages RARE’s proven infrastructure expertise and long-term... Read more continue reading

Super funds gain as risk outlook eases

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Fundamentals steady, but investors question reflation story Superannuation fund returns were driven higher in March, boosted by continued gains from the Australian share market. The median balanced option posted a... Read more continue reading