All Articles tagged with 'liquidity'

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All Star Funds makes Top Ten Net Flows first time in survey

From All Star Funds

Kate Mulligan, Managing Director of All Star Funds, has announced today that All Star Funds has achieved a Top 10 ranking in the net retail flows for the March 2011 quarter (Plan For Life survey, Analysis Of Retail Managed Funds as at March 2011 – Marketer view (ex CMTs). With a 3% share of net

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24 Jun 2011

Managers Take Different Approaches To Address Mortgage Fund Liquidity With Mixed Outcomes, says S&P

From Standard & Poor's

Standard & Poor’s Fund Services’ rated nine mortgage fund products as part of its Australian Fixed Interest -Mortgages sector review. The funds included six conventional mortgage funds, two hybrid funds, and one high-yield mortgage fund in the rated peer group, released today. More than half the fund ratings remained stable at three stars, but there

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14 May 2011

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

From Standard & Poor's

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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12 May 2011

Household wealth levels nears 3-year high; Company cash holdings at a 11-year high

From Savanth Sebastian - Economist - CommSec

Financial accounts The financial wealth of Australians rose in the December quarter – largely due to 4.5 per cent rise in equity markets. Net financial assets of households rose by 3.4 per cent after rising by 8.1 per cent in the September quarter. Per capita financial wealth rose by almost $1,400 to $46,330 in the

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25 Mar 2011

The Great Sendai Earthquake of 2011

From Craig James - Chief Economist - CommSec

Perspectives At 2.46pm on Friday March 11, an earthquake measuring 9.0 on the Richter scale occurred off the north east coast of Japan near Sendai, triggering a 10 metre tsunami that was felt across the Pacific Ocean. The earthquake has been ranked as the fifth largest in modern history and the biggest in Japan. Main

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15 Mar 2011

White Paper: How important is Currency?

From Lonsec Limited

Currency Background Currency markets are one of the largest and most liquid in the world. Economic variables like interest rates, economic growth, inflation and productivity are some of the drivers of currency movements making predicting currency difficult. Extreme fluctuations in currency can have a meaningful impact on client returns and can also impact the ability

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09 Mar 2011

Wealth rebounds; Aussie companies cashed up

From Savanth Sebastian - Economist - CommSec

Financial accounts; Imports Australian companies are maintaining very liquid balance sheets. Corporate Australia held a record $271.4 billion in cash and deposits as at September. As a proportion of total financial assets, companies held 30.7 per cent of financial assets in cash – the highest in 11 years Super fund holdings of cash assets rose

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16 Dec 2010

Investors returning to listed property for attractive income streams

A recovery that’s supported by a ‘back to basics’ approach is offering listed property investors the traditional returns they’ve been denied in the recent past, according to Brett McNeill, Investment Manager at Aviva Investors. According to Mr McNeill, Aviva Investors has seen strong signs that the listed property sector is recovering from its ‘self inflicted

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08 Dec 2010

Threadneedle’s outlook and investment themes for 2011

From Threadneedle Asset Management Limited

Reasonable global growth led by emerging economies, but markets remain fragile and shocks will trigger volatility Mark Burgess, incoming Chief Investment Officer at Threadneedle, looks ahead to 2011: “Our central case for 2011 is one of reasonable global growth led by emerging markets. Against this backdrop world equity markets look good value, particularly against government

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03 Dec 2010

Russell enhances diversified products to include new strategies and tailored asset allocations

From Russell Investments

Russell Investments has today announced a series of enhancements to the strategic asset allocation (SAA) of its suite of diversified managed funds and pooled superannuation trusts (superannuation investment vehicles). They include three new sector strategies for its diversified portfolios and mean products that are more tailored to clients in areas such as liquidity and tax

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29 Nov 2010

Earn CPD Points

CPD: What doesn’t kill us makes us poorer - the cost of care in Australia
Life, looking good in the ‘lucky country’? As the self-proclaimed ‘lucky country’, Australia’s impressive achievements across sport, science, and cultural [...]
CPD: Life Insurance 2030 - the products of the future
Introduction Competitive forces within the Australian life insurance market have long underpinned a strong culture of innovation amongst insurers. Recognising [...]
CPD: Global small caps - An underappreciated and underutilised alpha sleeve
Many investors and advisers recognise that a diversified portfolio should include an allocation to equities across the market capitalisation spectrum. [...]
CPD: Factor investing in action, across regions, cycles and asset classes
In article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring [...]
CPD: Surviving the dividend drought
Introduction The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, [...]