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 […]
continue readingLonsec’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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27
Sep
2010
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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16
Sep
2010
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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13
Sep
2010
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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01
Sep
2010
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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30
Jul
2010
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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28
Jul
2010
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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22
Jul
2010
Lonsec’s 2010 Diversified Funds Sector Review resulted in the assignment of two Highly Recommended ratings, to BlackRock and Schroders. The ratings assigned to each manager generally apply across the various risk profiles and fund structures. Key themes to emerge from the Sector Review Stable resourcing Managers have remained relatively steady in the diversified funds space, […]
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20
Jul
2010
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