Principal Global REITs wins mandates and is upgraded by Zenith to ‘Highly Recommended’ rating

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Principal Global Investors Australia (Principal) has announced their Global Real Estate Securities strategy has recently been awarded a number of mandates including BT New Zealand and the Australian Construction Industry Redundancy Trust (ACIRT). In further endorsement of Principal’s strength as a global real estate manager, the Principal Global REIT Fund (the fund) has also received […]

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Two Alphinity Australian share funds receive ‘Highly Recommended’ rating

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Two of Alphinity Investment Management’s Australian share funds have been rated ‘Highly Recommended’ by Zenith Investment Partners. The leading Australian and global equities boutique fund manager has had its Alphinity Concentrated Australian Share Fund upgraded to the highest available rating, while the Alphinity Australian Share Fund has retained its ‘Highly Recommended’ rating for the fifth-consecutive […]

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Who’s using automated investment services and why: Robo-adviser shares customer insights

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A customer insights study by automated investment service Six Park has found that more than half its clients are using the robo-investment service to grow wealth outside of super (36.5%) and for retirement savings (28.6%). These long-term goals ranked higher than the desire to save for property or saving for short-term goals such as holidays […]

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Funds are still learning to manage their digital member facing channels: Investment Trends Member Engagement Report

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Leading research firm Investment Trends has released its latest Member Engagement Report – an in-depth survey of the engagement channels, activities, transaction and advice services provided by Australian superannuation funds to their members. The report, now in its fifth year, is based on a survey of 44 of Australia’s largest super funds concluded in December […]

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Digital client engagement will be the norm for the next generation of financial planners: 2018 Planner Technology Report

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Leading research firm Investment Trends has released its 2018 Planner Technology Report, an in-depth study of Australian financial planners and their technology needs. The report, now in its fifteenth year, is based on a survey of 804 financial planners concluded in May 2018. This year’s study highlights a number of important trends: Digital client engagement […]

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LIC investors getting more choice, but reducing benefit from discount to fair value in longer term

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Investors have more choice than ever in the asset class strategies offered through Listed Investment Companies (LICs), according to Zenith’s latest research report on the sector. The expanding investment menu has been fuelled by a dramatic shift in the composition of the LIC market, which has grown 16% per annum over the past six years […]

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Zurich’s AREITs Fund upgraded to Gold with Morningstar

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Following their most recent fund review, Morningstar have upgraded the Zurich Investments Australian Property Securities Fund (Fund) to a Gold Morningstar Analyst Rating™ as of 21 May 2018. Having also maintained its “Highly Recommended” rating with both Lonsec and Zenith in their most recent reviews, this sees the Fund now hold the highest possible rating […]

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Australian Equities Absolute Return Manager ARCO Investment Management receives Recommended Rating from Zenith

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Research firm Zenith Investment Partners has initiated coverage of the ARCO Investment Management (ARCO) Absolute Return Fund with a Recommended rating. The fund aims to consistently compound investor returns over time through a fundamental approach to stock selection, combined with an overarching focus on preserving their capital through the market cycle. ARCO has been managing […]

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PAN-Tribal Global Equity Fund takes the award

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018. The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select […]

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Munro Partners wins Emerging Manager award

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Munro Partners has been awarded the 2018 Money Management/Lonsec Fund Manager of the Year Emerging Manager Award for its Munro Global Growth Fund. Munro Partners was formed in 2016 by chief investment officer Nick Griffin, chief executive officer Ronald Calvert, and chief operating officer Jonathan Spensley. Its distribution capabilities were boosted in 2017 after forming […]

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