Lonsec awards ‘Recommended’ rating to Apostle Dundas Global Equity Fund

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Independent investment research house, Lonsec, has awarded a ‘Recommended’ rating to the Apostle Dundas Global Equity Fund (the Fund). The Fund is focused on sustainable dividends from long-term investment in global equities across developed and emerging markets. Investment manager Dundas Global Investors (Dundas) aims to build a diversified portfolio of between 60-80 stocks with sustained

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CPD: Understanding the differences between ETFs, LICs and Unlisted Funds

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Exchange Traded Funds (ETFs), Listed Investment Companies (LICs) and Unlisted Managed Funds are all popular vehicle structures amongst investment managers to deliver portfolios to their clients. While there are similarities between each structure, there are also a number of key differences that clients must be aware of, as these differences ultimately determine the most suitable

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The Australian Dividend Landscape versus Global Dividends

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This paper will discuss the outlook for the Australian equity market with regards to dividends and the subsequent impact this will have on total returns. Despite having a history of consistent dividends and high payout ratios, and the added benefit of the imputation tax system, the outlook for Australian companies looks susceptible to the market

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The value of sustainable dividends

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Companies that exhibit sustainably growing dividends do not seek to generate a high income stream, nor do they try to be the fastest growing businesses. Sustainable dividend growth is a total return focused equity strategy with defensive characteristics. Dividend growers tend to preserve capital relatively well in downturns and this low volatility approach can lead

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