Zenith gives thumbs up to PM CAPITAL Global Opportunities LIC
PM CAPITAL’s Global Opportunities Fund Limited (ASX: PGF) has been rated “Recommended” by leading research house Zenith Investment Partners following a detailed review of the listed investment company. PM CAPITAL also operates the same strategy as PGF in an unlisted format, namely the PM CAPITAL Global Companies Fund. The recommended rating puts PGF alongside the
June 21, 2016
Lonsec awards ‘Recommended Index’ Rating to VanEck Vectors FTSE Global Infrastructure (Hedged) ETF
VanEck today announced that Lonsec has assigned a ‘Recommended (Index)’ rating to its VanEck Vectors FTSE Global Infrastructure (Hedged) ETF (ASX code: IFRA). Arian Neiron, Managing Director, VanEck Australia, said, “We are pleased to receive a ‘Recommended Index’ rating from Lonsec. Lonsec’s report highlights two of IFRA’s key strengths, the sub-sector capping which ensures investors
June 21, 2016
OneVue launches a managed account that’s changing the world
A rapid increase in technologically-enabled innovation is changing the world at an accelerated rate and Australians cannot be left out of this exciting field of investment. To enable Australians to access investment sectors not readily available locally, OneVue has forged an exclusive partnership with New York City-based investment manager, ARK Investment Management LLC (ARK). Ark
June 20, 2016
QuietGrowth introduces multiple reissue of statement of advice feature
QuietGrowth, the Automated Investment Manager (AIM) has introduced a new feature that allows clients to modify their personal circumstances, receive a new Statement of Advice, and change their portfolio’s risk tolerance at no extra charge. The new feature, together with the ‘multiple portfolios’ feature introduced last month, provides investors, and potentially financial advisory firms, with
June 20, 2016
There are bigger risks than Brexit, AB warns global bond investors
Investors trying to assess the impact on their fixed-income allocations, should Britain vote to leave the European Union, need to take care not to confuse the “dog” with the “tail”, global asset manager AlllianceBernstein (AB) said today. “It’s important for investors in Australia and elsewhere to get the right perspective on the referendum so that
June 20, 2016
How Abraham Lincoln inspired an unconventional career and practice
Learning how to write via the Gettysburg Address might be an unconventional path for an Australian planner, but by working for inspiring people, this one has taken the road less travelled. Jo Leggatt reports.
June 20, 2016
Mastering the art of making better decisions
Like death and taxes, decision making is a part of life. Michelle Gibbings writes about the steps involved in the process to making better decisions.
June 20, 2016
Lifeplan launches investor portal
Lifeplan has entrenched its digital presence in the market with the launch of an online investor portal enabling investors to monitor and transact online. The development and launch of the Investor Portal follows the successful launch of the Adviser Portal in November 2014. The launch follows Lifeplan’s extensive consultation with advisers and investors, in order
June 17, 2016
Professionalising the profession that dare not speak its name
Raising the education level for financial planners to degree level is a good thing for the industry but there are many uncertainties on the path ahead. Simon Hoyle writes.
June 17, 2016
White paper: Where did baby boomers go wrong?
For the last 10 years to 8 June 2016, the S&P/ASX 100 has returned just 1.1 per cent per annum. Why has a portfolio of so called ‘blue chip’ companies delivered such poor returns? Putting aside the individual industry themes that might currently be impacting banks, resource companies and supermarkets, there is a simple arithmetic
June 16, 2016
Credit Specialist continues its impressive track record performance
La Trobe Financial’s $1.1 Billion retail Credit Fund has again been recognised with a “Recommended” rating by Zenith Investment Partners for its $613m Pooled Mortgages Option (PMO); its flagship investment option. In the report, Zenith Analyst, Dugald Higgins states that “La Trobe Financial has carved an impressive track record in this sector driven by their
June 16, 2016
Taking care of business makes sense for SMSFs
Investing SMSF funds in businesses is not the first thing most people think of, but Max Newham writes that this often unconsidered investment option can prove lucrative.
June 16, 2016
