Lonsec’s latest Global Equity Fund Sector Review included 36 large cap and three small cap funds. x Of these, nine large cap funds attained Lonsec’s top rating, Highly Recommended, including T. Rowe Price Global Equity Fund, Arrowstreet Global Equity Fund, Templeton Global Equities Fund, Aberdeen International Equity Fund (upgraded) and new entrant to Lonsec‟s universe,... Read more continue reading
29
Apr
2011
S&P Fund Services has assigned its ‘Strong’ rating to the North Protected Retirement Guarantee (PRG). The rating reflects our view that the product is the superior guaranteed minimum withdrawal benefit for life (GMWB for Life) product in the market. “In our view, PRG is superior to competing GMWB for Life products in the domestic market.... Read more continue reading
14
Apr
2011
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... Read more continue reading
07
Apr
2011
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... Read more continue reading
04
Apr
2011
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... Read more continue reading
23
Mar
2011
Earn CPD Points
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CPD: Surviving the dividend droughtIntroduction The Australian market declined sharply from the 20 February [...]
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