Reversal of fortunes for Small Cap managers, says Zenith

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2016 was a year of unexpected outcomes. Leicester City won the English Premier League, the UK Brexit vote the US Trump election and … actively managed Australian small cap managers... Read more continue reading

2016 Platform Benchmarking & Competitive Analysis Report: Platform innovation booming following years of focus on compliance

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Leading research firm Investment Trends yesterday released its 2016 Platform Benchmarking & Competitive Analysis Report, an in-depth study of the investment platforms used by Australia’s financial planners. The report covers... Read more continue reading

Market Neutral Capacity to increase: Zenith

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The number of market neutral strategies available to retail investors in Australia has historically been limited according to Justin Tay, Zenith’s lead analyst on the Market Neutral sector. Commenting on... Read more continue reading

iShares minimum volatility Smart Beta ETFs receive “Recommended(Index)*” ratings

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In its first review of the funds, research house Lonsec has awarded “Recommended(Index)” ratings to the iShares Edge Smart Beta Minimum Volatility exchange traded funds (ETFs). The two ETFs are... Read more continue reading

Aviva Investors multi-strategy funds receive positive ratings from Zenith and Lonsec

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Aviva Investors, the global asset management business of Aviva plc (‘Aviva’) yesterday announced that its Aviva Investors Multi-Strategy Target Return Fund (AIMS TRF) and Aviva Investors Multi-Strategy Target Income Fund (AIMS... Read more continue reading

SQM Research has upgraded its Rating on the Australian Unity Health Care Property Trust to FIVE Stars

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SQM Research has upgraded its rating on the Australian Unity Health Care Property Fund from a rating of 4.75 stars to 5.00 stars – the first such time that SQM... Read more continue reading

Margin lending investors have become more savvy risk managers: 2016 Margin Lending Investor Report

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In its twelfth year, the 2016 Margin Lending Investor Report is an in-depth study of Australian margin lending users’ attitudes and behaviours. The study is based on a survey of... Read more continue reading

Perpetual Diversified Real Return Fund receives rating upgrades

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The Perpetual Diversified Real Return Fund (Fund) has received a ‘Recommended’[1] rating from rating agencies Zenith Investment Partners (Zenith), and Lonsec Research (Lonsec), in recognition of its strong performance and... Read more continue reading

Zenith “Recommended” rating caps strong year for CFM in Australia

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Independent research firm Zenith Investment Partners (Zenith) has awarded a “Recommended” Rating to the CFM ISDiversified Trust (the Fund). CFM Alternative Beta has pioneered an award-winning approach to financial markets.... Read more continue reading

Quay rated Superior by SQM

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SQM Research has awarded a ‘Superior’ rating to the Quay Global Real Estate Fund, managed by Quay Global Investors. Quay is a boutique investment manager focused on the preservation and... Read more continue reading