Morningstar Australian Superannuation Survey – February 2013

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

Zenith: 2013 Australian Small Companies sector review

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Small cap managers with an approved or above rating from Zenith Investment Partners returned an average 20.6% in the 2012 calendar year, according to the research house’s Small Companies sector... Read more continue reading

Global listed property outperforms global equities by 8.6%

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Research house Lonsec said global listed property had outperformed the majority of major asset classes during 2012, driven largely by investors seeking yield and a general preference for defensive sectors.... Read more continue reading

Investor return expectations finally leap through the fear barrier

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Falls in investor fear throughout 2012 were not translating into higher return expectations and the intention to invest until now, according to new research by Investment Trends. The January 2013... Read more continue reading

Zenith releases 2013 Equity Market Neutral Sector Review

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Zenith has completed its 2013 Equity Market Neutral Sector Review. From an initial universe of 13 Market Neutral products, six funds were rated “Highly Recommended” and one fund was rated... Read more continue reading

Zenith rates Blue Sky Water Fund Recommended

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The Blue Sky Water Fund is an unlisted fund operating in the alternatives space which focuses on investing and trading in physical water assets via Australian Water Entitlements. The Fund... Read more continue reading

Alternative funds delivering on their promise

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The better Alternative investment funds are successfully delivering on their promise to improve portfolio diversification and protect investors from falls in equity markets says investment research house van Eyk.  van... Read more continue reading

Adviser product and marketing needs report

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Recently released, the 2012 Investment Trends Adviser Product & Marketing Needs Report examines Australian financial planners and their investment product needs, including cash, managed funds and ETFs. Weak capital gain... Read more continue reading

Lonsec tool helps advisers to evaluate super offerings

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Specialist investment research provider Lonsec, in partnership with superannuation research company SuperRatings, has released the Lonsec super comparator tool. The tool is the first offering from a range of integrated solutions... Read more continue reading

Zenith rates Firstmac High Livez Fund

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The Firstmac High Livez Fund provides investors with exposure to a diversified pool of investment grade, medium term, Asset Backed Securities (ABS) supplemented with short term money market securities for... Read more continue reading