Investment focus at AFA National Conference – AFA partners with PortfolioConstruction Forum

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The Association of Financial Advisers (AFA) has partnered with PortfolioConstruction Forum to offer practitioner-focused investment content at the 2014 AFA National Adviser Conference to be held in Cairns, 12-14 October.

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Perpetual Investments wins Morningstar Fund Manager of the Year Award

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Morningstar Australasia Pty Limited has announced the winners of the Australian Morningstar Awards 2013. Perpetual Investments took the top award as Morningstar’s Austalian Fund Manager of the Year. “The winners

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Zenith rates the Perpetual Pure Equity Alpha Fund RECOMMENDED

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The Perpetual Pure Equity Fund is a new Australian equity long/short product that has an internal target of 10% p.a. (net of fees).  The fund aims to achieve this objective

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S&P: Fund ratings unaffected as John Sevior leaves Perpetual

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Standard & Poor’s Fund Services has announced that ratings of Perpetual’s Australian equities funds are unaffected after the announcement that John Sevior will not return to his role as head

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S&P downgrades Perpetual Wholesale Concentrated Equity Fund

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Standard & Poor’s Fund Services has removed from ‘On Hold’ and lowered to four stars from five stars its rating on the Perpetual Wholesale Concentrated Equity fund (CEF). We placed the

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Guiding SMSF trustees through borrowing and residential property investing

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An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their

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