Market Neutral funds have significantly outperformed equities market, says Zenith

From

Equity market neutral funds significantly outperformed the Australian equity market for the 12 months ending February 2016 according to Zenith Investment Partners latest Market Neutral Sector Review. Commenting on the... Read more continue reading

Key findings of the inaugural Investment Trends 2015 Direct Client Report

From

Key findings of the Investment Trends 2015 Direct Client Report: Australians understand the benefits of financial advice, but many do not intend to turn to a financial planner for help... Read more continue reading

Funds rush to gain multi-asset edge

From

Lonsec releases Multi-Asset Sector Review A rapid expansion in the number of multi-asset funds and products is generating a new wave of competition, as fund managers rush to position themselves... Read more continue reading

Australia’s first independently rated P2P offering

From

La Trobe Financial is pleased to announce that the Peer-to-Peer (P2P) investment option in the La Trobe Australian Credit Fund has been recognised with a “Superior 4 Star” rating by... Read more continue reading

PIMCO bond strategies get further upgrades from Zenith to “Highly Recommended”

From

Zenith Investment Partners has upgraded the PIMCO Global Bond Fund, PIMCO Global Credit Fund and PIMCO Diversified Fixed Interest Fund, from “Recommended” to “Highly Recommended,” the highest possible rating. Four... Read more continue reading

Another strong year for small cap funds – but are the days of double digit excess returns behind us?

From

2015 was another strong year for Small cap funds according to Zenith Investment Partners Australian Shares Small Companies Sector Review released last week. Quan Nguyen, Zenith’s lead analyst on the... Read more continue reading

Investment Trends 2015 Margin Lending Planner Report released

From

In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners’ usage of and attitudes towards margin lending. The study is based on a... Read more continue reading

Unconstrained Bond Funds Face Their First Test

From

For unconstrained bond funds, 2015 was a year of reckoning, with many failing to meet their benchmarks. Lonsec’s Fixed Interest Sector Review, which tracks the performance of individual fixed interest... Read more continue reading

Lonsec gives Centuria investment bonds the seal of approval

From

Ratings house Lonsec Research has rated four of Centuria Life Limited’s investment bonds ‘Investment Grade’. Based on rigorous analysis, this rating means that Lonsec has conviction the financial product can... Read more continue reading

2015 Margin Lending Investor Report key findings

From

In its eleventh year, the 2015 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