Lonsec releases its Global Equity Fund Sector Review

From

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

S&P Fund Services Rates North Protected Retirement Guarantee As 'Strong'

From

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

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

From

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... Read more continue reading

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

From

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... Read more continue reading

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

From

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.... Read more continue reading

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

From

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

Lonsec releases its Small Cap Australian Equity Sector Review

From

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

Lonsec releases its Large Cap Australian Equity Sector Review

From

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... Read more continue reading

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

From

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

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

From

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... Read more continue reading