Lonsec changes research process for index funds

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Lonsec will now rate index funds – including index managed funds and index-based Exchange Traded Funds – using a separate research process from that used to assess actively managed funds.

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Lonsec awards ‘Recommended’ to Bennelong Avoca Emerging Leaders Fund

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The Bennelong Avoca Emerging Leaders Fund has been awarded a ‘Recommended’ rating by Lonsec. The Fund is managed by Bennelong’s small caps team, Avoca Investment Management, which is headed-up by

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Continued evolution in the Equity Income fund sector

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Lonsec’s annual review of the Equity Income sector has found that there has been a continued evolution of strategies to deliver income from equities. Senior Investment Analyst Lin Ngin commented,

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Groundhog day?

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The Australian market retreated 15% in mid-2010 and 20% in mid-2011, predominantly on European issues. So far the Australian market is down 9% in May. Is this a case of

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Lighthouse Partners fund awarded top place in its category

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Lighthouse Partners’ HFA International Shares Fund (ISF) took out the top spot in the long/short category at the 2012 Money Management/Lonsec Fund Manager of the Year awards. Commended for its

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Australian equity market preparing for lift off

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Lonsec’s Head of Equity Research, Bill Keenan, believes the Australian equity market is ready to rebound. “Lonsec has had a target of 5,000 for the All Ordinaries Index by the

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‘Boutiques with backing’ gain favour in Australian small cap universe

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Lonsec’s annual review of the Small Cap Australian Equity Fund sector found that boutiques – or, more accurately, ‘boutiques with backing’ – have continued to gain increased prominence as the

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Innovation in the Multi-Asset fund sector

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Lonsec’s annual review of the Multi-Asset Class Fund sector has found that a number of developments have occurred in this sector over the past 12-18 months. Senior Investment Analyst Deanne

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Lonsec continues to build its research team

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Lonsec has made further appointments to its research team in the past few months, including a specialist quantitative analyst and a senior consultant within the Investment Consulting team. Anh Nguyen

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A welcome return to Lonsec

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Richard Everingham has returned to Lonsec in the newly created role of Manager – Research Strategy. In this role, Richard is charged with developing and implementing a strategic framework for

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