Taking advantage of volatility

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Economic forecasters, sharemarket commentators and crystal ball gazers are busily predicting the directions that sharemarkets will take in 2015. Typically, views are divergent – some see markets reaching record highs, while others take a more pessimistic view. Whatever the direction, all seem to agree on one point – there is likely to be volatility along

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“Highly Recommended”: Epoch funds receive rating upgrade from Zenith

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The Grant Samuel Epoch Global Equity Shareholder Yield Funds, hedged and unhedged, have been awarded a ratings upgrade, from “Recommended” to “Highly Recommended”, from Zenith Investment Partners. The ratings upgrade comes as the funds surpass the $1.5 billion in retail assets under management mark. In its product assessment Zenith said the funds are well-managed, providing

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Strong business growth prompts appointment of new key account manager

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Grant Samuel Funds Management (GSFM) has appointed Huw O’Grady to the newly created role of key account manager – Victoria. The role has been created as a result of the strong growth the business has experienced over the past 12 months. In this new role, Mr O’Grady will work alongside the existing state manager Victoria,

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Triple3 fund added to Macquarie Wrap

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The Triple3 Volatility Advantage Fund has been added as an investment option on Macquarie Wrap, as advisers seek to diversify client portfolios and better manage volatility. Triple 3 Partners was established in 2009 to provide volatility strategies to institutional clients, including alpha strategies, volatility overlay and volatility research. The fund, which is distributed by Grant

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Volatility fund receives ‘Recommended’ rating

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Research house Lonsec has awarded a “Recommended” rating to the Triple3 Partners Volatility Advantage Fund. The Triple3 Volatility Advantage Fund, which is distributed in the Australian market by Grant Samuel Funds Management, aims to generate long-term absolute returns with its volatility-focused strategy to capture alpha from highly liquid exchange-traded VIX options, which are negatively correlated to

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Colonial First State adds Epoch fund to FirstChoice platform as investors and SMSF trustees search for sustainable yield

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The Grant Samuel Epoch Global Equity Shareholder Yield Fund has been added as an investment option on the Colonial First State FirstChoice platform, as investors continue to search for sustainable sources of yield from their investments. The fund is managed by the New York-based equity manager, Epoch Investment Partners, and is unique in the Australian

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Investors warned against complacency as “fear index” approaches record low

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Grant Samuel Funds Management and Triple3 Partners have warned investors not to take market returns for granted, as the CBOE volatility index – the VIX – hits near record lows. The VIX index, often referred to as the Fear Index, is a measure of expected volatility on the S&P500 Index over the next 30 days.

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Australian-first VIX based volatility strategy for retail investors

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Grant Samuel Funds Management and Triple3 Partners have formed a partnership that will see Grant Samuel distribute the newly launched Triple3 Volatility Advantage Fund to the Australian market. Mr Damien McIntyre, director and head of distribution with Grant Samuel Funds Management, says Triple3 offers products and strategies that fill a genuine need in the Australian

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Grant Samuel expands as business demand doubles

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Grant Samuel Funds Management has opened a representative office in Brisbane, and made a new appointment in Sydney, following a doubling in business demand over the past 12 months, says Mr Damien McIntyre, director and head of distribution at Grant Samuel. This move follows Grant Samuel’s decision to open a representative office in Perth 12

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