Perpetual Equity Investment Company (PIC) receives ratings from Lonsec and Zenith 

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PIC now officially open to investors As it officially opens to investors, Perpetual Investments’ first listed investment company – the Perpetual Equity Investment Company Limited (ASX: PIC) – has received a ‘Recommended’ rating from research house Lonsec and ‘Recommended’ rating from Zenith. Lonsec identified Perpetual’s “long-standing investment philosophy and process” as “one of the key […]

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Research houses and platforms follow strong investor interest in QV Equities Limited

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Investors Mutual’s new LIC gains positive traction in first week of offer period opening Investors Mutual’s listed investment company QV Equities (ASX: QVE) has gained strong interest from advisers and investors since its offer period opened on Monday 14 July. Some of Australia’s leading platforms including BT, Colonial First State, MLC and Macquarie have all announced QVE’s […]

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Lonsec reviews Market Vectors Australian Equal Weight ETF

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Market Vectors ETFs (Market Vectors), the exchange traded fund (ETF) business of US-based investment manager Van Eck Global, today announced it has received an ‘Investment GradeIndex’ rating from research house, Lonsec, for its recently listed Market Vectors Australian Equal Weight ETF (ASX code: MVW). Market Vectors Australian Equal Weight ETF is designed to track a purpose-built […]

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ETF model portfolios lend a helping hand to financial advisers

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Lonsec’s new ETF portfolio offering targets accumulator clients Lonsec Stockbroking (Lonsec) has launched a set of strategic exchange traded funds (ETF) model portfolios designed to provide financial advisers and their clients access to a low cost, diversified portfolio solution through a range of passive ETFs across traditional asset classes. Lonsec’s ETF Strategic Portfolios taps into […]

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Is this the end of the bond market?

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Despite predictions that the end of the bond market is nigh, Lonsec’s income sector has expanded considerably over the past few years. This growth has been driven by increased demand for financial products that pay regular distributions, the launch of the bond ETF market and an evolution of absolute return focused strategies that tend to […]

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MPPM recognised with Lonsec ‘RecommendedSMA’ ratings for three model portfolios

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Macquarie Private Portfolio Management Limited’s (MPPM) three Australian equity model portfolios: MPPM Growth, MPPM Core and MPPM Income, have each received ‘RecommendedSMA’ ratings from Lonsec. Through initiating coverage of the separately managed account (SMA) portfolios with these positive ratings, Lonsec is indicating its “strong conviction the products can generate risk-adjusted returns in-line with relevant objectives”. Head of […]

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Lonsec expands institutional broking capabilities with three new hires

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Former Investec Equities team to spearhead push into Australian resources sector Lonsec Fiscal (Lonsec), a leading provider of financial services research and investment execution,  announced the expansion of its existing Sydney-based institutional broking division with the appointment of three senior resources specialists. The new appointments, Rod Clarkson, Tim Gerrard and Colin McLelland, were formerly the […]

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Lonsec approves Market Vectors Australian ETFs

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Market Vectors ETFs (Market Vectors), the exchange traded fund (ETF) business of US-based investment manager Van Eck Global, yesterday announced it has received ‘Investment GradeIndex’ ratings from research house, Lonsec, for all four of its new Australian ETFs. The rating indicates that Lonsec has conviction that the ETFs can achieve their objectives and the report […]

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Dalton Nicol Reid receives accessibility boost

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Lonsec “Recommended SMA ” rating and inclusion on Praemium SMA platform gives greater access to high-performing Australian equities manager. Independent Australian investment management company Dalton Nicol Reid today announced that its Australian Equities High Conviction Portfolio has received a “Recommended SMA ”rating from investment research house Lonsec. The rating is an upgrade from the previous ‘Investment Grade’ rating received in […]

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Demographic tidal wave effects felt throughout financial services

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Lonsec and Milliman launch retirement website to provide practical solutions for advisers  Investment research house Lonsec Research (Lonsec), in partnership with global actuarial and consulting firm Milliman, yesterday unveiled a retirement website designed to provide practical and implementable solutions for financial advisers providing advice to retiree clients. As Australia’s population ages, the funding of retiree […]

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