PM Capital’s latest gamble is a global-equity income fund inspired by similar ones in the US that adopt options and currency strategies to help reduce downside risk. The boutique manager has partnered with Zurich and the fund, described by Donohoe as a “halfway house” for investors skittish about global equity markets, will be branded as the Zurich Investments Global Equity Income Fund.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Investment