Lonsec research responds to increased demand for SMA platforms

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Lonsec predicts continued growth of SMA platforms in coming years Lonsec has undertaken new research into Australia’s  separately managed account (SMA) platforms in recognition of the increasingly important role SMAs... Read more continue reading

Lonsec upgrades PM CAPITAL’s Absolute Performance Fund to ‘Recommend’

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PM CAPITAL’s Absolute Performance Fund has returned to RECOMMENDED rating status following a review from leading research house Lonsec. Lonsec said its ratings upgrade reflects its increased confidence in PM... Read more continue reading

Lonsec reinforces diversification in lower return environment

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New reviews highlight portfolio changes needed to maximise portfolio outcomes Investment research house Lonsec Research (Lonsec) has announced key changes to its portfolios following the latest Strategic Asset Allocation (SAA)... Read more continue reading

Launch of new SMA service on iRate

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Investment research and investment management company van Eyk Research has launched a new separately managed account (SMA) service, as a growing number of financial advisers look to recommend direct investments.... Read more continue reading

Market neutral funds deliver on risk / adjusted returns says Zenith

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Zenith Investment Partners (Zenith) has released its 2014 Australian Equity Market Neutral Sector review with all of Zenith’s Approved and above rated funds delivering strong risk-adjusted returns for the one... Read more continue reading

Lonsec reviews Market Vectors Australian Equal Weight ETF

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Market Vectors ETFs (Market Vectors), the exchange traded fund (ETF) business of US-based investment manager Van Eck Global, today announced it has received an ‘Investment GradeIndex’ rating from research house,... Read more continue reading

Zenith rates AllianceBernstein Global High Income Fund ‘Recommended’

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Global asset manager AllianceBernstein’s diversification into the Australian retail market continued when the firm announced that its Global High Income Fund (GHI) had been rated ‘Recommended’ by independent investment research... Read more continue reading

Federation Managed Accounts added to AU PFS approved platform list

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Australian Unity Personal Financial Services (AU PFS) has added Federation Managed Accounts (Federation) to its approved platform list, a move it expects will contribute to future business growth. Steve Davis,... Read more continue reading

Macquarie Life scores sixth consecutive five-star rating from Beaton

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Macquarie Life has achieved five-star status for overall satisfaction in the Beaton Benchmarks 2013 – Life Insurance Intermediaries Study for the sixth time consecutively, making it the only insurer to... Read more continue reading

Number of margin lending approved stocks creeping closer to pre-GFC levels

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Post-GFC, margin loans have been out of favour with many investors. From a peak of 248,000 margin lending client accounts in December 2007, the most recent Reserve Bank of Australia... Read more continue reading