Small caps rebound with 6.6% return

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Research house Lonsec said small companies posted modest gains of 6.6% during 2012, a welcome improvement on the negative 21% returns of the 2011 year. The majority of managers in the Lonsec small cap peer group considerably outperformed the benchmark in 2012. The Lonsec Small Cap Australian Equity Sector Review observed that while small caps

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Global listed property outperforms global equities by 8.6%

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Research house Lonsec said global listed property had outperformed the majority of major asset classes during 2012, driven largely by investors seeking yield and a general preference for defensive sectors. The Lonsec Global Property Securities Fund Sector Review said while fund performance has been impressive in an absolute sense, relative performance has been somewhat disappointing.

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Lonsec tool helps advisers to evaluate super offerings

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Specialist investment research provider Lonsec, in partnership with superannuation research company SuperRatings, has released the Lonsec super comparator tool. The tool is the first offering from a range of integrated solutions that will leverage the expertise of both organisations to meet the evolving needs of financial advisers. The Lonsec super comparator is an online tool that

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The search for yield from high dividend ETFs is on

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Specialist investment research house Lonsec said the search for yield has fast made its way into the ETF space, but warns investors to be aware of what they are really gaining exposure to. Michael Elsworth, General Manager – Specialised Research, Lonsec, said that the current subdued global growth prospects meant the search for yield is

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Lonsec welcomes ASIC’s updated policy guidance

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Research house Lonsec believes the release of ASIC’s updated Regulatory Guide 79 Research report providers: Improving the quality of investment research will further support efforts to ‘raise the bar’ on professionalism, manage conflicts of interest and improve confidence in the independence and quality of research. Amanda Gillespie, CEO Lonsec Research, welcomed the release of the

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Absolute return funds show innovation and growth

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Research house Lonsec said the area of greatest innovation and growth within the Australian equity sector over the past 12 months has been absolute return funds. The Lonsec Australian Equity Sector Review, released today, said disappointment with the performance of more traditional benchmark tracking Australian equity product designs had led to the development of more

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Multi-asset real return funds prove popular for transition to retirement

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Research house Lonsec said multi-asset class funds are in the midst of a revolution, with regulation and investor demand driving product development and a heightened focus on investors’ needs. The Lonsec Multi-Asset Class Sector Review 2012, released today, found the last few years have seen a dramatic transformation in the multi-asset landscape. Once regarded as

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