Lonsec releases 2010 Australian Equity Income Sector Review

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Lonsec has released its 2010 Australian Equity Income Sector Review, which encompassed nine funds. Two of those received a Highly Recommended rating, the CFS Wholesale Equity Income Fund and the Zurich Investments Equity Income Fund. An Australian equity income focused fund will typically have an emphasis on: Level of overall yield Franking level Capital gains […]

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QE2 not fazing investors

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“Print, baby, print” echoes the chorus of economists, investors and currency speculators worldwide. The strong possibility the US will create more money out of thin air has led to a significant depreciation of the US dollar and an appreciation of asset prices, including equities and bonds. Investors do not seem to be concerned by the […]

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Lonsec releases 2010 Alternative Income Sector Review

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Lonsec has released its 2010 Australian Alternative Income Sector Review, which consisted of 21 funds encompassing Alternative Income and Alternative Income (High). Of these, two Alternative Income funds received a Highly Recommended rating, the CFS Global Credit Income Fund and the Macquarie Income Opportunities Fund. No Alternative Income (High) funds received Lonsec’s highest rating. Libby […]

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The Multiport SMSF Investment Patterns Survey

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Better performing markets see Trustees taking profits To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSFs investments to look at the up to date asset allocation and investment trends which have or may be emerging. The survey covers around 1,300 SMSFs that we administer and the […]

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Emerging markets, emerging opportunities

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Lonsec recently completed its 2010 review of the Global Emerging Markets and Regional Equities sector following review meetings held in March and April. Duncan Knight, Senior Investment Analyst, recounts some of the key themes and observations from this review. The Global Emerging Markets (GEMs) and Regional Equities sector now encompasses 20 funds, an expanding universe […]

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Update – Australian unlisted direct property funds

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The Australian unlisted direct property market has not escaped the credit squeeze, impact of rising interest rates, corrections in the global property markets and sharemarket volatility. These adverse factors have ultimately contributed to a reduction in property investment values over the past two years. Peter Flynn, Senior Investment Analyst, provides an update of direct property […]

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Sector ETFs Take ETF Strategies to a More Active Level Including Core/Satellite and Sector Rotation Strategies

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With a sector ETF, investors can take ETF strategies to a more active level. Sector ETFs buy the sector, rather than the individual stocks, and gain an appropriately weighted interest in all the securities within that particular index. Australian Index Investments (Aii) is the first to offer sector ETFs in Australia and has six sector […]

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SMSF Use of Sector ETFs Likely to Follow the Success of Broader Passive Investments

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For the first time in Australia, investors can take a view on a particular market sector such as Resources, Financials or Energy. With a sector ETF, investors can simply buy the sector, rather than the individual stocks, and gain an appropriately weighted interest in all the securities within that particular index.  ‘By investing in a […]

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Lonsec releases Australian and Global Equity Responsible Investment sector review

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Lonsec’s annual Review of Responsible Investment Funds covered seven Australian equity and three global equity funds. Lonsec awarded its premier ‘Highly Recommended’ rating to two Australian Equity Funds – BT Wholesale Ethical Share Fund and the ING Wholesale Sustainable Investment Australian Shares Trust. Observations on the Responsible Investment Sector While it was a fairly unremarkable […]

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Ignore the confusion in global markets to find outstanding opportunities

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One could be excused for feeling that recent global equity market activity is overly confusing. The bipolar combination of market euphoria today, and despair tomorrow, repeats itself over and over. Whilst a source of frustration to investors, these wild fluctuations are quite understandable when their underlying drivers are assessed and therefore should not influence investors […]

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