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Everything from Monash Investors

Monash Investors restructures LIC to launch an exchange traded managed fund

From Monash Investors

Leading Long/Short Australian Equities Fund Manager, Monash Investors, has undertaken Australia’s first restructure of a Listed Investment Company (LIC) to launch an exchange traded managed fund on the ASX to offer investors

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10 Jun 2021

Monash Investors offer share buy-back to solve market problem of LICs trading at discount

From Monash Investors

Monash Absolute Investment Company Limited (ASX Code: MA1) has announced that it will offer shareholders the opportunity to participate in an equal access share buy-back of up to 10% of

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25 Jun 2018

Australian wealth hits record high, but investors need to protect it better

From Monash Investors

Australian household net worth climbed to new record in the December quarter of 2016, almost hitting $10 trillion, but investors need to protect this wealth through a better management of

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12 Apr 2017

Monash Absolute Investment Fund added to BT Wrap’s approved product list

From Monash Investors

Absolute return, Australian equity specialists Monash Investors’ has added its flagship fund, Monash Absolute Investment Fund (Fund), to BT Wrap’s menus. Monash Investors co-portfolio manager Simon Shields, said the firm

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21 Feb 2017

Monash Investors encourages investors to focus and G.I.V.E. when pricing stocks

From Monash Investors

In the relatively complex world of company valuations, share price fluctuations and forecasts, leading outcomes based equity managers Monash Investors has encouraged investors to think about smarter ways to price

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29 Nov 2016

Australian Absolute Return Equity Manager Monash Investors receives “Recommended” Rating from Lonsec

From Monash Investors

Independent research firm Lonsec has awarded a “Recommended” Rating to the Monash Absolute Investment Fund (Fund). The Lonsec rating follows a Superior Rating received by the Fund from SQM in

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10 Nov 2016

Australian Absolute Return Equity Manager Monash Investors, celebrates four years of true to label performance and SQM Superior rating

From Monash Investors

In a low return, high volatility environment that may threaten the lifestyle hopes of a generation of Australian’s and where outperforming an equity index may still fail to deliver on

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25 Jul 2016

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]