Professional Planner|Zenith Fund Awards: Exchange-traded funds (ETFs)
Vinnie Wadhera and Ilan Israelstam, BetaShares. Photo: Matt Fatches Category: Exchange-traded funds (ETFs) Winner: BetaShares Capital Analyst: Dug Higgins Sector overview: The increasing popularity and evolution of these vehicles has seen the market grow strongly over the past five years. The sector continues to expand in terms of product range and assets under management. The sector
November 08, 2016
Professional Planner|Zenith Fund Awards: Australian fixed interest
Anthony Kirkham, Legg Mason/Western Asset Management; Andrew Yap, Zenith. Photo: Matt Fatches Category: Australian fixed interest Winner: Legg Mason/Western Asset Management Company Analyst: Andrew Yap Sector overview: Active returns generated across the Australian fixed interest sector have been subdued over the past 12 months, with the peer group delivering a wide range of investment outcomes.
November 08, 2016
Professional Planner|Zenith Fund Awards: Global and diversified fixed interest
Adam Bowe. Photo: Matt Fatches Category: Global and diversified fixed interest Winner: PIMCO Analyst: Andrew Yap Sector overview: Investment outcomes produced across the Global Fixed Interest asset class have been mixed in recent times. A recurrent theme noted across the peer group has been an inability of managers to consistently generate positive returns from interest
November 08, 2016
Professional Planner|Zenith Fund Awards: Infrastructure
Sophie Gibbons, Zenith; Ben McVicar, Magellan. Photo: Matt Fatches Category: Infrastructure Winner: Magellan Asset Management Analyst: Sophie Gibbons Sector overview: The infrastructure sector remains a highly competitive space, with many well regarded active managers. The sector produced more subdued returns over the past 12 months, when assessed relative to the strong returns observed over the
November 08, 2016
Professional Planner|Zenith Fund Awards: Direct property
Steven Bennett, Charter Hall; Dug Higgins, Zenith. Photo: Matt Fatches Category: Direct property Winner: Charter Hall Group Analyst: Dug Higgins Sector overview: Direct property markets continue to benefit from strong capital inflows driven by historically cheap debt and yield spreads remaining elevated. Despite this, broad real estate fundamentals remain challenged in many areas. As always,
November 08, 2016
Professional Planner|Zenith Fund Awards: Global REITs
Andrew Parsons. Photo: Matt Fatches Category: Global REITS Winner: Resolution Analyst: Sophie Gibbons Sector overview: The Global REIT sector comprises both hedged and unhedged strategies and both active and benchmark aware managers. The Global Property Sector has displayed another period of solid performance on an absolute basis and relative to broader equity markets. Owing to
November 08, 2016
Professional Planner|Zenith Fund Awards: Australian REITs
Scott Bradley. Photo: Matt Fatches Category: Australian REITS Winner: Cromwell Funds Management Analyst: Sophie Gibbons Sector overview: The Australian REIT sector has continued to demonstrate strong performance over the past 12 months, which is in contrast to broader Australian equities that have produced a more subdued outcome. Notwithstanding the level of absolute returns generated across
November 08, 2016
Equity markets to recover after the US Presidential Election result: Instreet
George Lucas, managing director Instreet Investment, says Asian markets will be the first to react to the US Presidential election result, although they may close before a result is known depending on how tight the election is. So how will the market respond to the election? He notes: · If Trump wins, the market is
November 07, 2016
Better together: power of husband and wife and husband and wife
The financial planning practice SAM Group, based in NSW's Hunter Valley, demonstrates the fundamental business power of a husband and wife team - times two. Jo Leggatt writes.
November 07, 2016
Your brand: it’s hard to build and easy to destroy
Anthony O’Brien says that knowing ‘why’ you’re in business is important, and once you know that, you can build it into something great. And something great doesn’t just mean fancy colours.
November 07, 2016
Should a pension from an SMSF be automatically reversionary?
In regards to succession planning, there are “fors” and “againsts” when it comes to whether a self-managed super fund pension should be reversionary or not. Bryce Figot explains.
November 07, 2016
Small and mid cap LICs outperform with 18.3 per cent return in year to September quarter
Leading investment research house, Independent Investment Research (“IIR”), has today released their Listed Managed Investments update for the September 2016 quarter. During the quarter, the S&P/ASX 200 Accumulation Index was up 5.1%, this constitutes 13.2% growth for the 12 months to September 2016. The Small Ordinaries Accumulation index rallied 8.5% and 29.2% for the 12
November 04, 2016
