Ausbil Active Sustainable Equity Fund ‘recommended’ by Lonsec

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Research house Lonsec has given a ‘recommended’ rating for the Ausbil Active Sustainable Equity Fund. The rating indicates that Lonsec believes the fund has substantial potential to outperform over the medium to long term and that management is of a high calibre. Lonsec stated it considered the fund to be suitable for inclusion on most […]

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Finding an edge in global markets

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Ausbil Investment Management (Ausbil) is bringing together select global investment funds that offer investors an edge in global equity markets. “Clients are looking for opportunities to diversify their portfolios, globally,” said Ross Youngman, CEO of Ausbil. “We are well positioned to do this from Australia given our relationship with New York Life and affiliates MacKay […]

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Ausbil appoints Chief Financial Officer

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Ausbil Investment Management has announced the appointment of Vicki Gemisis to the role of Chief Financial Officer. Ms Gemisis was previously Head of Group Finance Operations at Pendal Group and prior to that was Head of Business Management and Financial Controller at Fidante/ Challenger. She is a Chartered Accountant with over 20 years of experience […]

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Why equities for income?

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Income is traditionally associated with term deposits and fixed income among more defensive assets, and with real estate and the traditional concept of high dividend shares among growth assets. In the last 20-years, there has been a fundamental change in the relationship between dividend yields and the cash rate, a proxy for short-term deposit rates (as shown below). The secular […]

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Ausbil appoints National Manager, Institutional Business

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In response to increasing demand both domestically and internationally, Ausbil Investment Management (Ausbil) has appointed Camila Skalberg as National Manager, Institutional Business. Ms Skalberg will be responsible for existing and new relationships with institutional clients and consultant relations. Ausbil, which has $11.7 billion in assets under management[1], has a mix of retail and institutional investors, including industry super funds, government funds and not-for- profits. Ms Skalberg was most recently a Portfolio Manager in Tailored Investment Solutions at AMP Capital working with institutional clients. Prior to that she was at the institutional investment manager, Wellington […]

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Recommended rating awarded to Ausbil Active Dividend Income Fund

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As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely ‘Recommended’ rating. Zenith said “Ausbil’s focus on the sustainability of dividends, rather than high dividends, is a key attraction of the Fund.” “Ausbil’s investment process is robust, incorporating macro-economic indicators, a sound valuation process and intuitive qualitative inputs.” The ratings agency added that the fund’s portfolio manager, Michael Price, was well qualified to manage the Fund, given his expertise and experience managing equity income portfolios. Ausbil said the Ausbil Active Dividend Income Fund combines a core and tactical allocation approach to generating higher dividend income paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for capital to grow,” said Mr Price. “With an active dividend approach we are able to generate monthly distributions rather than half-yearly,” he said. “This benefits investors seeking regular income who used to hesitate at the traditional half-yearly structure of distributions.” “The dividend income market is transforming,” noted Mark Knight, Head of Distribution at Ausbil. “Income investors like SMSFs, retirees, […]

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ESG engagement driving major change in corporate practices

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Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments for Australian businesses. “Over the year we saw the Royal Commission on Misconduct in the Banking, Superannuation and Financial Services Industry, a Government Inquiry into the franchise industry, various shareholder resolutions on ESG issues […]

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Ausbil launches active, tactical dividend income fund

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Leading Australian investment house, Ausbil, has launched an Active Dividend Income Fund combining a core and tactical allocation approach to generating higher dividend income, paid to investors in monthly distributions. “In this low rate environment, and with people living longer in retirement, investors need diversified and higher income sources, with the potential over the long term for […]

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