Highly recommended rating for BAEP fund from Zenith
The Bennelong Twenty20 Australian Equities Fund, which has only been in operation since December 2015, has received a Highly Recommended rating by Zenith Investment Partners. The fund, which also has a Recommended rating by Lonsec Research*, is now available on a number of platforms, having been listed on Macquarie Wrap, FirstWrap and Federation. The Bennelong
July 05, 2016
Leading robo-adviser cuts advice fees to zero and outperforms market
Stockspot, Australia’s leading automated investment adviser and fund manager, today announced a further reduction to its fees. The ‘robo-adviser’ has reduced fees for all clients and eliminated advice fees for investment portfolios under $50,000. Robo-advice is the new breed of automated investment services growing in popularity in the US and UK with over US$50 billion
July 05, 2016
Zenith assigns ‘recommended’ rating to AB Managed Volatility Equities Fund
Global asset manager AllianceBernstein (AB) said today that its AB Managed Volatility Equities Fund had received a ‘Recommended’ rating from investment research provider Zenith Investment Partners. “We’re very pleased to receive Zenith’s support for the Fund through this inaugural rating, particularly given its significance for clients who rely upon Zenith’s views,” said Jen Driscoll, AB’s
July 05, 2016
Australian-first managed portfolio service for bonds hits $100 million as returns approach 6 per cent per annum
Australia’s first of its type managed portfolio service for bonds has now exceeded $100 million in investments, with a range of individual, institutional and not-for-profits (NFPs) embracing the service for its high level of control, transparency and performance. FIIG launched the Managed Income Portfolio Service (MIPS) in mid 2015 as a way for investors to
July 04, 2016
Netwealth awards $400m multi-asset mandate to Russell Investments
Combination of award winning technology platform and global multi-asset expertise makes for compelling proposition. Netwealth, Australia’s largest non-institutional platform provider, today announced they have appointed Russell Investments as the new manager for their Actively Managed Diversified Funds. The Funds, which have combined assets in excess of $400m, form part of the Netwealth Global Specialist Series
July 04, 2016
Kardinia Fund awarded ‘Highly Recommended’ rating from Zenith
For the fifth consecutive year, Kardinia Capital has retained a ‘Highly Recommended’ rating for the Bennelong Kardinia Absolute Return Fund from research house Zenith Investment Partners. Kardinia was formed in 2011 by Mark Burgess and Kristiaan Rehder in partnership with Bennelong Funds Management to manage the Fund’s strategy. The Bennelong Kardinia Absolute Return Fund aims
July 04, 2016
From farmer’s daughter to brilliant career as a financial planner
This early pineapple chucker and shot putter moved through accountancy and stockbroking to find her perfect fit in planning, which she considers a great career for women. Jo Leggatt reports.
July 04, 2016
Got to keep the customer satisfied – and measure it, too
Tracking customer satisfaction can translate to sales and satisfied customers are vital to the sustainability of all businesses, particularly financial planners. Anthony O’Brien writes.
July 04, 2016
Avoiding regret: When decisions mean life, or death
When the options are do something or do nothing, it’s easy to think about picking one or the other. Dixon learns that what happens next, though, is where thought should be placed.
July 04, 2016
AMP Capital continues to deliver on US property strategy
AMP Capital’s Global Direct Property Fund (GDPF) has taken advantage of the select investment opportunities in the US property market, offloading a multifamily development land parcel in Tampa, Florida for US$11.5 million. The site was acquired for US$2.5 million in February 2013, delivering a 58.1 per cent per annum total return over the holding period.
July 01, 2016
AdviserLogic is delightd to ‘win the trifecta’ of key software awards in the Investment Trends 2016 Planner Technology Report
AdviserLogic is pleased to have achieved such strong results in the Investment Trends 2016 Planner Technology Report that were announced today. “The positive response from IFAs to our software has been growing steadily over eight years of operation. We are delighted to win the trifecta of Overall satisfaction, Ease of Use and Value for Money.
July 01, 2016
Australian Ethical’s Emerging Companies Fund added to HUB24 platforms
Australian Ethical has today announced that in response to adviser and investor demand for more ethical options, its Emerging Companies Fund has been added to the HUB24 platforms: HUB24 Super and HUB24 Invest. The Emerging Companies Fund provides investors with access to a diversified portfolio of Australian shares in small cap companies on the basis
July 01, 2016
