Praemium and Infocus extend partnership
Praemium (ASX: PPS) and Infocus Wealth Management are pleased to announce that they will integrate Infocus’s Platformplus financial planning system with the Praemium SMA platform to create the industry’s first end-to-end advice and investment solution. Infocus recently launched the Infocus Managed Accounts solution on the Praemium SMA platform. That offering is receiving strong support from
November 12, 2015
New XTBs (Exchange Traded Bond Units) – ‘Floaters’ now available on ASX
The Australian Corporate Bond Company (ACBC) has today expanded its range of ASX-listed XTBs with the launch of six XTBs over Senior Floating Rate Notes (FRNs, or ‘Floaters’), offering retail investors access to a largely inaccessible part of the corporate bond market. The six Floaters are the first XTBs to be launched over bank bonds.
November 12, 2015
BetaShares October Australian ETF Review – ETF industry breaks the $20b barrier
The Australian exchange traded fund industry has recorded rapid growth in October, breaking through the $20 billion mark in total funds under management (FUM), according to the BetaShares Australian ETF Review – October 2015. As global share markets rallied, the industry ended the month at a new record high of $20.4 billion, growing approximately 7%,
November 12, 2015
New fund aims to maintain exposure to growth assets while limiting downside risk
Grant Samuel Funds Management (GSFM) has launched a new fund combining the expertise of Epoch Investment Partners’ shareholder yield strategy and Triple3 Partners’ volatility management strategy. Called the Grant Samuel Global Equity Advantage Fund, it is designed to enable investors, particularly those close to or in retirement, to retain an exposure to global equities while
November 11, 2015
Full coverage: Professional Planner|Zenith Fund Awards 2015
Last month Magellan Asset Management ran a national adviser roadshow. Over the course of two weeks in eight cities, the manager attracted 2230 advisers – up from 1280 the year before. Whatever it is that advisers want from a fund manager, it appears Magellan has it. On October 9, Magellan was named Fund Manager of
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Fund Manager of the Year
Professional Planner|Zenith Fund Awards 2015 – Fund Manager of the Year Winner: Magellan Asset Management Zenith says: Magellan Asset Management was an award nominee in three categories: global equities, ETFs and infrastructure, where it was the award winner. Magellan continues to be an investor’s favourite for global equities, where it continues to produce strong performance.
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Distributor of the Year
Professional Planner|Zenith Fund Awards 2015 – Distributor of the Year Winner: Fidante Partners Zenith says: As a first-time winner in this category, Zenith recognises Fidante Partners’ distribution capabilities for its suite of high-quality investment boutiques across a range of asset classes. Information provision, access to investment professionals, effective education and communication of manager strategies, and ongoing
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian real estate investment trusts (AREITs)
Professional Planner|Zenith Fund Awards 2015 – Australian real estate investment trusts (AREITs) Winner: Cromwell Funds Management Zenith says: Zenith’s conviction continues to be predicated on the long-standing working relationship between the two key investment personnel, Stuart Cartledge and Richard Fakhry, who employ a robust and detailed investment process. Cromwell utilises an active, value-biased investment approach,
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – global real estate investment trusts (global REITs)
Professional Planner|Zenith Fund Awards 2015 – global real estate investment trusts (global REITs) Winner: Resolution Capital Zenith says: Zenith continues to believe Resolution is a standout manager owing to the highly regarded and stable portfolio management team. While Resolution operates under a multi-sleeved portfolio structure, each manager possesses depth of knowledge and experience. Portfolio construction
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – direct property
Professional Planner|Zenith Fund Awards 2015 – direct property Winner: AMP Capital Zenith says: AMP Capital benefits from the significant expertise and resources of the wider AMP group. The business operates an internalised model, keeping both property management and asset management in-house. When executed well, Zenith favours such models strongly as this typically allows for a
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – infrastructure
Professional Planner|Zenith Fund Awards 2015 – infrastructure Winner: Magellan Asset Management Zenith says: Magellan’s high-calibre investment team and detailed investment process have contributed strongly to its success. Magellan employs an investment process that is founded on robust principles and that seeks to stringently define infrastructure to ensure a true-to-label offering. Zenith continues to have a
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – global and diversified fixed interest
Winner Legg Mason Brandywine Global Asset Management Zenith says: Zenith’s elevated levels of conviction in the Legg Mason Brandywine fund continue to be underpinned by our regard for its most senior investment personnel and co-portfolio managers, Stephen Smith and David Hoffman. Collectively, this duo has extensive market experience and an established track record. Adhering to
November 11, 2015
