S&P Assigns Three-Star Rating To MLC Global Property Securities Fund

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Standard & Poor’s Fund Services today removed from ‘On Hold’ and assigned its three-star rating to the MLC Global Property Securities Trust. We placed the fund ‘On Hold’ last year when portfolio manager Paul Duncan resigned from MLC Investment Management Ltd. The three-star rating represents a downgrade from the fund’s previous four-star rating. x We […]

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S&P Three-Star ‘NEW’ Rating for Glennon Capital Small Companies Portfolio

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Glennon Capital Small Companies Portfolio, a SMA model portfolio which is managed by Glennon Capital and available on the HUB24 platform. x Glennon Capital is a recently established independent boutique firm specialising in the management of listed Australian-equity portfolios with a focus […]

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All Star Maple-Brown Abbott Listed Property Fund earns “Investment Grade” rating by Lonsec*.

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Kate Mulligan, Managing Director of All Star Funds has announced today a rating of “Investment Grade” by Lonsec for the All Star MBA Listed Property Fund. X Maple-Brown Abbott (MBA) portfolio manager, Charles Dalziell leads the Listed Property team managing the Fund, a capability which has been part of the MBA portfolio for 24 years. […]

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Principal Real Estate Investors Ranked Among “Greenest Companies” in the U.S.

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Commercial Property Executive recognizes company’s green commercial real estate initiatives Principal Real Estate Investors, the fourth largest institutional real estate manager in the United States, is among the greenest commercial real estate companies in the United States, according to Commercial Property Executive. The real estate publication’s annual ranking puts Principal Real Estate Investors in a class of […]

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Lonsec releases its Small Cap Australian Equity Sector Review

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Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds across traditional small cap, mid cap and micro cap funds. Lin Ngin, Senior Investment Analyst responsible for this review explains the difference between these funds. “A traditional small cap fund invests primarily in the S&P/ASX Small Ordinaries Index, where a mid […]

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Lonsec releases its Large Cap Australian Equity Sector Review

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Lonsec’s review of the Large Cap Australian Equity Fund sector encompassed 36 active funds within the peer group considered “mainstream” funds. Of these, 10 attained Lonsec’s top rating, Highly Recommended, including the Integrity Australian Share Fund, Ausbil Australian Active Equity Fund and Solaris Core Australian Equity Fund. Five new funds were added to Lonsec’s Large […]

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Australia’s millionaires lose their appetite for growth but gain a healthy hunger for advice

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Over half of Australia’s 310,000 millionaires want more financial advice, and are prepared to pay for it, according to the latest Centric Wealth / Investment Trends High Net Worth Investor Report. Survey respondents said key areas in which they needed more advice were estate planning, reviewing current investment portfolios, investment strategy, asset protection strategies, borrowing […]

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Experience & Long-term Results Underpins Zenith’s ISAM Systematic Fund ‘Recommended’ Rating

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Zenith Investment Partners Pty Ltd (Zenith) Head of Alternatives Research Daniel Liptak has announced that International Standard Asset Management (ISAM) Systematic Fund has received a RECOMMENDED rating. With offices in London and New York, ISAM was founded by Stanley Fink, former CEO of the Man Group, in July 2008 to provide alternative investment strategies to […]

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Confidence returns as traders get active and more adventurous, CMC Markets survey says

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Traders get savvy with social media tools – websites, forums and blogs top the list SGX gets thumbs down while Chi-X more warmly received; almost one in four think the ASX is government owned CMC Herd Index shows traders continue to grapple with timing the market Traders are showing greater signs of confidence and are […]

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More than lowest brokerage: CMC Markets Stockbroking wins prominent awards from Investment Trends

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CMC Markets, the leading independent financial services provider, has been awarded ‘Highest overall client satisfaction’, ‘Best website functionality’, ‘Best customer service’, and ‘Best charting’ in the Investment Trends Dec 2010 Australia Online Broking Report. The multiple awards won demonstrate the quality and depth of CMC Markets’ stockbroking business after CMC Markets launched Australia’s lowest online […]

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