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Property fund receives ‘Recommended’ rating

Research house Lonsec has upgraded the Australian Unity Property Income Fund (“Fund”) to a ‘Recommended’ rating. “The ‘Recommended’ rating indicates Lonsec has a strong conviction the financial product can generate risk adjusted returns in line with relevant objectives. The financial product is considered an appropriate entry point to this asset class or strategy,” Lonsec said. […]

Why consistent research governance is critical for licensees and advisers

A breakdown in investment research protocols can spell disaster for Australian Financial Services licensees, as demonstrated by the ongoing investigations into IOOF. Conflicts of interest, including investment manager recommendations that lacked reasonable bases, are among some of the allegations leveled at IOOF, which employed its own research team. While the dealer group may have had […]

B2B retirement web service launched

Research house Lonsec and actuarial consulting firm Milliman have assembled a panel of experts to write regular investment articles for subscribers to their new retirement website. Subscribers to the new Lonsec Retire web service will have access to thought leadership on a variety of topics relevant to constructing portfolios in retirement written by BT Investment […]