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 […]
continue readingStandard & 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
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
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
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
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
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
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 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
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CPD: Beyond the conflict, we see solutionsIt has been 50 years since the start of what is locally called ‘The Troubles’—a civil war in Northern Ireland ...
CPD: Welcome aboard – the importance of nurturing new client relationships (Part two)In the first part of this series on client onboarding, Zurich Australia examined the reasons to develop and maintain a ...
CPD: Blitzscale and hope - unicorns, IPOs and the fear of repeating the late 1990sThe current hype about two-sided digital platforms, blitzscaling and winner-takes-most markets has fuelled a surge in IPO listings. It is ...
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