SuperRatings top 10 performing funds for 2016

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According to SuperRatings, Catholic Super and HOSTPLUS were the top returning super funds in 2016, delivering a 10.1% gain for their members, compared to the median Balanced option return of... Read more continue reading

4D infrastructure fund rated ‘Favourable’ by SQM

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SQM Research has rated the 4D Global Infrastructure Fund, which was launched in March 2016, as ‘Favourable’. The Fund is managed by 4D Infrastructure, headed up by Sarah Shaw and... Read more continue reading

Investment Trends Report: Robo-advice can be a game changer for many Australians

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One of the hottest topics in the industry is the proliferation of automated investment services, or so called robo-advice tools. Leading research firm Investment Trends yesterday publicly released its inaugural Robo-advice... Read more continue reading

Zenith upgrades Lifeplan Investment Bond to “highly recommended”

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The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review. In its report, Zenith said it... Read more continue reading

Emerging Market Equities back in vogue

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Global Emerging Market equity funds are staging a comeback according to Justin Tay, Zenith’s lead analyst on the Emerging Markets and Asian Equities sector. Zenith Investment Partners has just released... Read more continue reading

Australian Absolute Return Equity Manager Monash Investors receives “Recommended” Rating from Lonsec

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Independent research firm Lonsec has awarded a “Recommended” Rating to the Monash Absolute Investment Fund (Fund). The Lonsec rating follows a Superior Rating received by the Fund from SQM in... Read more continue reading

Multi-asset managers further reducing investment expectations, says Zenith

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With cash rates globally at, or near, historic lows, investment managers are reducing their return expectations across a broad range of asset classes, says Zenith Investment Partners in their latest... Read more continue reading

Investors see Alternatives as key diversifier

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Lonsec Research Releases Alternatives Sector Review According to Lonsec Research’s recently released Alternatives Sector Review, alternative funds have significantly underperformed both equity and bond benchmarks over the last five years,... Read more continue reading

Lonsec upgrades DNR Capital’s Australian Equities Income Portfolio to ‘Recommended’

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Boutique Australian equity investment manager DNR Capital has been awarded a “RECOMMEND” status by Lonsec Research Pty Ltd (Lonsec) for the DNR Capital Australian Equities Income Portfolio. The portfolio’s performance... Read more continue reading

Lonsec says new IOOF MultiSeries funds are value for money

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IOOF has announced that the new IOOF MultiSeries funds have been awarded a ‘Recommended’ rating from independent ratings house Lonsec Research Pty Ltd. IOOF MultiSeries is a new range of low... Read more continue reading