Lonsec Awards 2016 nominees announced

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Lonsec Awards to Recognise Leaders in Australia’s Wealth Creation Sector Lonsec has announced the finalists for the Lonsec Awards 2016, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. The Lonsec Awards go beyond the pure quantitative, looking at the people behind the investment decisions, the

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Investors pass up A-REITs despite outperformance

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Lonsec Research Releases Australian Listed Property Securities Sector Review Australian Real Estate Investment Trusts (A-REITs) have failed to attract the same level of investor interest as other asset classes, despite a run of outperformance that stands in stark contrast to recent negative returns from Australian and global shares. According to the latest Australian Listed Property

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Next gen iRate to power financial advice industry

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Lonsec Research has now launched the next generation of its market-leading iRate platform, providing financial advisers with a powerful array of new tools and capabilities to drive their investment analysis. The new iRate features enhanced portfolio construction, research and reporting tools, all of which will enable financial advisers to generate more in-depth analysis, as well

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Income shares trip up investors

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Australian equity fund managers with an income objective have delivered below-market returns in recent years, providing a cautionary tale to investors planning for retirement. Lonsec’s Australian Equities Sector Review, released this week, shows that income sector funds covered by Lonsec returned 1.6% after fees in 2015, below the S&P/ASX 200 Accumulation Index return of 2.6%.

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Lonsec Research appoints new CEO

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Leading research provider, Lonsec Research, yesterday announced Matt Olsen has been appointed as its new CEO, effective immediately, to replace David Erdonmez, who departed the business in June this year. In his new role, Mr Olsen will be responsible for managing the research team of 25 investment professionals, overseeing the implementation of Lonsec’s robust investment research

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Emerging markets returns not for the faint hearted, says Lonsec

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Lonsec releases 2015 Global Emerging Markets and Regional Equity Sector Review Brave-hearted investors can still expect reasonable returns from emerging markets investment but should adopt a measured long term approach and be prepared for periodic selloffs, according to a new report from research house Lonsec. Lonsec has released its annual Global Emerging Markets and Regional Equities

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Global equities continue to outperform

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Research house Lonsec has released its annual Global Equities Sector Review, revealing continued strong returns from the sector are driving a continued strength in interest surrounding global equities investments and a surge in the choice of products offered by fund managers. Lonsec’s review of the global equities sector covered both actively managed and passive or

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Traditional investment models pushing investors away

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Lonsec Multi-Asset Sector Review 2015 Retail investors are increasingly rejecting traditional investment models, instead turning to more dynamic and tailored products, including goals-based investing and lifestage funds. “The failure of existing models to meet investor expectations has already seen a significant push to self managed superannuation funds and do-it-yourself investing,” Lonsec Research Senior Analyst Deanne

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Property fund receives ‘Recommended’ rating

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Research house Lonsec has upgraded the Australian Unity Property Income Fund (“Fund”) to a ‘Recommended’ rating. “The ‘Recommended’ rating indicates Lonsec has a strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy,” Lonsec said.

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Lonsec issues ‘Recommended’ rating on BetaShares’ Nasdaq 100 ETF

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BetaShares, a leading Australian manager of exchange traded funds, has been awarded a ‘Recommended (Index)’ rating from Lonsec for its Nasdaq 100 ETF (ASX code ‘NDQ’). Launched in May, NDQ is the first ETF traded on the ASX to track the Nasdaq-100 Index®, providing investors with exposure to the performance of the 100 largest non-financial

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