Sandhurst IML Industrial Share Fund named best performing Australian Large-Cap Share Fund

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Sandhurst Trustees Limited (Sandhurst) is pleased to announce that the Sandhurst IML Industrial Share Fund was recently named winner of the Financial Review Smart Investor Blue Ribbon Award in the category of Australian Large-Cap Shares for 2012.  “This award caps off a strong year for Sandhurst and our long standing partner, Investors Mutual Limited (IML),

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AFA – Community key in tough times

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The Association of Financial Advisers (AFA)’s National Roadshow (the Roadshow) which recently visited Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart was a sell-out success, attracting a record 1,580 delegates and scoring an overall feedback rating of 83%. AFA CEO Richard Klipin said the Roadshow’s unprecedented success is evidence that the adviser community is looking for

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Five ways investors can ride the QE3 stimulus

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“This is a watershed moment for markets,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “The third slug of monetary stimulus from the US Federal Reserve Bank came just days after the European Central Bank (ECB) delivered on its promise in July to do ‘whatever it takes’ and after outgoing Chinese premier, Wen Jiabao,

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ASIC releases guidance on hedge fund disclosure

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ASIC has finalised guidance on new disclosure benchmarks and principles for hedge funds to improve investor awareness of the risks associated with these products. ASIC’s guide, Regulatory Guide 240 Hedge funds: Improving disclosure (RG 240), follows industry consultation earlier this year (refer: 12-30MR) and the Parliamentary Joint Committee on Corporations and Financial Services (PJC) report

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Richard Borysiewicz joins Swita Investment Management

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Swita Investment Management has appointed Richard Borysiewicz to the newly created position of Director of Strategy and Distribution.  Founded in 2009, Swita Investment Management is a boutique investment manager that seeks to capture macro themes and gives investors exposure to international markets when they see value.  CIO Andrew Switajewski said Swita was making strong traction

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RBA “no change” decision more finely balanced

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The latest Reserve Bank Board minutes confirms that the decision to leave rates on hold in September was more finely balanced than in prior months, due to the “significant downside risks” to the global economy and the sharp decline in bulk commodity prices. The Reserve Bank focus on the global economy – “Information that became

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Oliver’s Insights – Q&A on QE3

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This edition of Oliver’s Insight looks at the latest round of quantitative easing announced last week in the US. The key points are as follows: Open ended quantitative easing (QE3) in the US is likely to continue into 2014. While it can’t solve all America’s problems it should help economic growth recover to 2.5% in 2013.

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What does Female Excellence look like in 2012? Like this…

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Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need – often to survive. For female excellence in advice, the role doesn’t end as the client walks out the door, it’s an ongoing relationship of advice,

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Australian hedge & boutique funds control 17% of entire investment industry – study

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The inaugural Triple A Partners/ Basis Point Consulting Australian Hedge and Boutique Fund Directory launched on 17 September. Highlights 165 hedge and boutique investment management firms control $208.4 billion, equivalent to 17% of the $1.19 trillion managed by all investment managers in Australia. The directory identifies 102 independently-owned boutiques (predominantly long-only, benchmark-unaware strategies) with $165.6 billion

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AMP Future2 Wheel Classic

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With three days on the road the financial planners and friends have covered 500km and raised $84,000. Thirty one of the 40 cyclists who are participating left Circular Quay early on Saturday morning. They were farewelled by AMP Financial Planning’s Michael Guggenheimer and Future2 Chair Steven Helmich. The puncture tally during the first two days

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