To get a closer insight into where SMSF trustees invest, Multiport regularly undertakes an analysis of our SMSF’s investments to look at the up to date asset allocation and investment trends which have or may be emerging. The survey covers around 1, 400 SMSF’s that we administer and the investments they held at 31 […]
continue readingTwelve months ago Zenith Investment Partners Pty Ltd (Zenith) acknowledged the need to boost its market research offering with the establishment of the Alternatives Research division to be headed by accomplished investment professional Daniel Liptak. Reflecting on rapid growth and success of the Zenith’s Alternatives Research, Director and Co founder David Smythe said the target market for alternatives research […]
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12
May
2011
Real assets can be useful tool to produce stable income Legg Mason launches funds to fill gap for retiree tailored products x A new paper released by Legg Mason today argues the burning issue of longevity risk needs to fuel a rethink of portfolio construction for retirees with a greater emphasis on income producing alternatives and equities. […]
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10
May
2011
The big picture During the year, the spotlight is rarely thrown on the Federal Government’s Budget position. Certainly there is the handing down of the annual budget statement in May and then there is the half-year check-up around November/December. But apart from that, there is little focus. That is a shame, because monthly budget statements are produced, enabling […]
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05
May
2011
First hedged gold ETF ASX code: QAU Investors can now access pure exposure to gold as easily as buying any share ETF physically backed by gold bullion ETF currency hedged removing currency risk from gold price BetaShares Capital Limited (BetaShares) has today listed Australia’s first Australian dollar (AUD) hedged gold bullion ETF on the Australian […]
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04
May
2011
Weekly petrol prices; TD Securities monthly inflation gauge Inflationary pressures ease. The TD Securities-Melbourne Institute monthly inflation gauge rose by 0.3 per cent in April or 3.6 per cent over the year. The trimmed mean (underlying rate) rose by 0.2 per cent in April with the annual rate easing to a seven-month low of 2.3 per cent. […]
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03
May
2011
Growing demand for specialised apps for super, wealth management Specialised smart phone and iPad applications (“apps”) are the next big thing in the financial services industry, according to Rice Warner Actuaries, an actuarial and research company that also creates online and other tools and calculators for use by the financial services industry and its customers. […]
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03
May
2011
Lonsec’s latest Global Equity Fund Sector Review included 36 large cap and three small cap funds. x Of these, nine large cap funds attained Lonsec’s top rating, Highly Recommended, including T. Rowe Price Global Equity Fund, Arrowstreet Global Equity Fund, Templeton Global Equities Fund, Aberdeen International Equity Fund (upgraded) and new entrant to Lonsec‟s universe, […]
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29
Apr
2011
Standard & Poor’s Fund Services today announced that its rating on the Vanguard Australian Shares High Yield fund is unaffected by changes made by the manager, Vanguard Investments Australia Ltd. x Effective April 29, the benchmark will change from the S&P/ASX 200 ex-A-REIT index to the FTSE ASFA Australia High Dividend Yield Index. The new objective will […]
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18
Apr
2011
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