Bell Asset Management receives two ‘Recommended’ ratings from Zenith

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Global equities boutique manager, Bell Asset Management (BAM), has received two ‘Recommended’ ratings in its inaugural reviews of the Bell Global Emerging Companies Fund and Bell Global Equities Fund (Platform). Commenting on the ratings, Chief Investment Officer, Ned Bell, said the two ‘Recommended’ ratings from Zenith was a great result which was indicative of Bell […]

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Fund managers rank Zenith as top research house: Peter Lee Associates Survey 

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A survey of 28 Australian equity fund managers conducted by independent research consultant Peter Lee Associates has ranked Zenith at number one with the highest ‘Research Relationship Strength Index’. The 2018 survey asked participants to rank their perceptions and capabilities of the manager research firms they interact with. The ‘Research Relationship Strength Index’ is a […]

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Ardea’s Real Outcome Fund receives ‘Recommended’ rating from Lonsec

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Fixed income specialist Ardea Investment Management has received a first time ‘Recommended’ rating for its Real Outcome Fund from Lonsec, based on the deep experience of the investment team, its differentiated ‘relative value’ investment approach (which is not reliant on introducing credit or duration risk like many fixed income peers) and strong historic performance. Ardea’s […]

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Investment Trends 2018 Financial Advice Report

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Investment Trends has released its 2018 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australian adults. The report, now in its eleventh year, draws on the responses of 7,639 Australian adults that was concluded in September 2018. This year’s study highlights a number of important trends: 1. The […]

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Actuaries Institute launches climate index

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The Actuaries Institute has launched a climate index, an objective measure of extreme weather conditions and changes to sea levels, to help policymakers and Australia’s businesses assess how the frequency of weather extremes is changing over time. The Australian Actuaries Climate Index, which includes a number of sub-indices, tracks changes in the frequency of extreme […]

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Private Credit industry on track to reach $1trillion by 2020: global borrower and institutional investor bases expand

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According to research published by the Alternative Credit Council (ACC) – the private credit affiliate of the Alternative Investment Management Association (AIMA) – and global law firm, Dechert, private credit is now a globally established source of mainstream finance for borrowers around the world, with the industry on-track to grow to $1 trillion of assets […]

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Property listings slip modestly in October

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Figures released yesterday by SQM Research reveal national residential listings fell slightly in October 2018 to 335,014 from 335,854 in September. Compared to a year ago, national listings rose 3.3%, boosted by a big increase in Melbourne, where listings also bucked the national trend and increased 5.9% in October. Over the year, the stock available […]

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Australians concerned about economic outcomes of the current White House administration: Investment Trends

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Leading research firm Investment Trends has released its October 2018 Investor Intentions Index, a monthly study that tracks investors’ market outlook and intended investments. The study draws on monthly surveys which were answered by 2,095 Australian investors over the last 12 months. Australian investors’ share market return expectations turn negative for the first time since […]

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Real return funds go defensive and reduce equities exposure

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Real return funds that can flex their asset allocations to suit market conditions have significantly reduced their equities exposure, according to Zenith. Among Zenith’s rated universe of real return funds, the average allocation to Australian equities has progressively declined from 13.6% in December 2016 to 4.5% as at June 2018. By comparison, the Australian equities […]

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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 88 rated funds, Zenith compared the performance and drawdown of a low cost group in the growth category with a management fee below 0.58% per […]

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