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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Fund Credit Quality Rating On Perennial Cash Enhanced Fund Withdrawn

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Standard & Poor’s Ratings Services announced today that it has withdrawn its ‘AAf’ fund credit quality rating on the Perennial Cash Enhanced Fund. The rating has been withdrawn at the request of the manager, Perennial Investment Partners Ltd. At the time of the withdrawal the fund was rated ‘AAf’. Rating Definition: Fund Credit Quality Ratings […]

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S&P Assigns Four-Star ‘NEW’ Rating to AXA Emerging Markets Fund

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Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the AXA Emerging Markets Fund. The fund is a long-only active equity strategy that was launched on July 1, 2010. The fund is managed by AXA’s joint venture in Australia with AllianceBernstein. The Australia-domiciled fund invests in equal proportions into two underlying FCPs, […]

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Emerging bond markets move into mainstream investment thinking

The broad asset class we think of as emerging market debt has been evolving over the last few years. The end of the global mega credit cycle, so damaging to banking systems and sovereign debt ratios in many developed economies, left many emerging and developing economies relatively unscathed. Whilst pre-emptive IMF activity following the March […]

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Lonsec releases 2010 Global Emerging Markets and Regional Equities Sector Review

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Lonsec has released its 2010 review of the Global Emerging Markets and Regional Equities sector, encompassing 20 funds. Four funds were awarded Lonsec’s highest accolade, ‘Highly Recommended’ – the Templeton Emerging Markets Fund, TAAM New Asia Fund, Aberdeen Emerging Opportunities Fund and the T Rowe Price Asia Ex-Japan Equity Fund. Six new funds were reviewed […]

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Lonsec releases 2010 Sector Review – Single Manager Hedge Funds

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Lonsec has released its 2010 Single Manager Hedge Funds Sector Review, covering 16 funds of which four received Lonsec’s highest rating of “Highly Recommended” – the BlackRock Scientific Global Markets Fund, Aspect Diversified Futures Fund, Man AHL Alpha and the Winton Global Alpha Fund. One new fund was added to the Recommended List – the […]

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Lonsec releases 2010 Australian and Global Long/Short Sector Reviews

Lonsec has released its 2010 Sector Reviews covering Australian and global long/short funds. Twelve Australian equity long/short funds were reviewed, with three attaining Lonsec’s highest rating of “Highly Recommended” – the Aviva Investors High Growth Shares Trust, Aviva Investors Long Short Equity Fund and the ING Extended Alpha Australian Share Fund. Of the global long/short […]

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