Fund managers heavily exposed to “quality” stocks

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The portfolios of Australian share fund managers are heavily biased towards the “quality” end of the share market, with only six out of 89 Australian share market strategies tracked by... Read more continue reading

Managed Funds start 2013 with mainly healthy returns

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Morningstar has released managed fund performance league tables for the first quarter of 2013. “The growth rally that started mid-way through last year continued into the first quarter of 2013,... Read more continue reading

Morningstar Australian Superannuation Survey – April 2013

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Morningstar has published interim results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 31 March 2013. The Survey includes both commercial... Read more continue reading

CTA/Macro Funds imperative for portfolio diversification

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Zenith has just released its 2013 CTA / Macro Sector findings. According to Daniel Liptak, Head of Alternatives, “With the performance of many CTA’s struggling over the last 18 – 24... Read more continue reading

Zenith retains RFM StockBank Recommended rating

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RFM StockBank (SBK) is a unique way to gain exposure to Australian red meat markets (cattle and sheep) in a managed fund environment and aims to provide investors with a... Read more continue reading

Investor numbers in hybrid securities rose 21% over 2012

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Investors remained cautious over 2012, with many parts of the industry languishing while select pockets grew strongly, according to a new report released last week from leading wealth researcher Investment... Read more continue reading

Investment Trends: Investor fear level returns in March

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After investor concern levels fell to a forty-one month low of 5.9 out of 10 in February, fear levels have bounced back to 6.3 in March against a backdrop of... Read more continue reading

Morningstar wraps up Emerging Markets research

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Morningstar has released its Sector Wrap-Up for Asian equities and emerging markets equities funds, covering 18 strategies, nine in each asset class.  Key Findings We gave only one of the 18... Read more continue reading

Zenith rates NSW Waratah Annuity Bonds

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NSW Waratah Annuity Bonds – Series 5 (WAB) is designed to provide a regular, annuity style income stream over a defined term via a debenture issued by the NSW Treasury... Read more continue reading

Is risk just another four letter word?

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Specialist research house Lonsec has highlighted risk as a key theme emerging from its most recent review of the Global Equity Funds sector.  Since the GFC, risk – or investor... Read more continue reading