Multiport SMSF Investment Patterns Survey March 2011

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To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment trends which have or may be emerging.   The survey covers around 1, 400 SMSF’s that we administer and the investments they held at 31 […]

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S&P Three-Star ‘NEW’ Rating for Australian Unity Diversified Property Fund

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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Australian Unity Diversified Property Fund, managed by Australian Unity Property Funds Management Ltd. In September 2010, Australian Unity Investments (AUI) acquired the previous responsible entity and renamed the fund. Since then, it has clearly articulated its investment strategy and has focused on […]

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Legg Mason urges investors to rethink retirement portfolios

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Real assets can be useful tool to produce stable income Legg Mason launches funds to fill gap for retiree tailored products x A new paper released by Legg Mason today argues the burning issue of longevity risk needs to fuel a rethink of portfolio construction for retirees with a greater emphasis on income producing alternatives and equities. […]

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ASIC consults on financial requirements for issuing retail OTC derivatives

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ASIC has released a consultation paper to seek feedback on the financial requirements for issuers of over-the-counter (OTC) derivatives, such as contracts for difference or margin foreign exchange, to retail investors. As the market for retail OTC derivatives in Australia is growing, ASIC has reviewed the financial requirements of issuers of these products. This is […]

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ETF market lifts off, with more upside growth to come

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Australia’s fledgling Exchange Traded Fund (ETF) market represents a shining light in an otherwise sluggish post-GFC market for the wealth management sector. While traditional managed funds have struggled for headway in recent times, ETFs have shown strong growth of 70 per cent per annum over the past three years, albeit off a low base. New […]

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ASX Group Monthly Activity Report – April 2011

The value of ASX-listed stocks, as measured by the All Ordinaries Index, fell 0.6% during April. Other major markets rose during the month including the US up 2.8%, UK up 2.7%, Singapore up 2.2%, Japan up 1.0% and Hong Kong up 0.8%. The slight fall in Australian equity values coincided with a strong rise in […]

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BetaShares launches Australia’s first hedged gold ETF

First hedged gold ETF ASX code: QAU Investors can now access pure exposure to gold as easily as buying any share ETF physically backed by gold bullion ETF currency hedged removing currency risk from gold price BetaShares Capital Limited (BetaShares) has today listed Australia’s first Australian dollar (AUD) hedged gold bullion ETF on the Australian […]

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Are domestic Covered Bonds the solution for banks and investors?

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While Covered Bonds may offer an appealing funding option for banks and give investors alternatives, there are risks entailed, according to Tyndall’s latest research White Paper, “Are Covered Bonds the solution?” The suggestion to introduce domestic Covered Bonds was contained in the Federal Government’s proposals for a “Competitive and Sustainable Banking System”. The Federal Government […]

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Junji Okabayashi joins Threadneedle as senior advisor, based in Singapore

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Leading international asset manager Threadneedle has appointed Junji Okabayashi as Senior Advisor, based in its Singapore office. Mr Okabayashi joins the growing Threadneedle team under Asia Pacific Chairman Raymundo Yu, as the company expands its presence in Asia. x Mr Okabayashi will work closely with Mr Yu as the group develops its strategic plan for […]

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Vanguard builds on ETF base with the upcoming launch of three new funds

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Vanguard announced its intention to launch three new Australian Exchange Traded Funds (ETFs) which will all track segments of the Australian share market. The new funds will include Australian small and large companies ETFs and a high yield Australian shares ETF complementing Vanguard’s existing range of funds. The ETFs, which Vanguard has applied for quotation […]

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