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Perennial Better Future Trust performance review

Perennial Partners’ sustainable small cap equities fund, the Perennial Better Future Trust, was up 2.4% net of fees in December, beating the S&P/ASX Small Ordinaries Accumulation Index’s return of 1.4%. The trust has been in operation for almost four years, since inception in February 2018, and has grown to exceed $100 million in assets. The…
Ishan Dan | 24th Jan 2022 | More
Advisers ‘spoiled for choice’ with alternative assets, correlation key

If we are truly honest about the state of the Australian investment industry when it comes to alternatives, we were very much a backwater for many years. That is, at least, at the mass market, retail, or wholesale level. For many years, the best alternative assets advisers could access were the so-called “black boxes” of…
Drew Meredith | 24th Jan 2022 | More
    • Claremont tops global equity performance tables

    Morningstar has released its “top-performing global equity fund managers in 2021” report. This year, the funds that performed the best contained a well-disciplined approach to investing, together with an experienced team capable of producing high-performance numbers. The research report found that the top three global fund managers also had outstanding longer-term performance numbers. What this…
    Ishan Dan | 24th Jan 2022 | More
    Hub 24 collecting $1 billion per month

    HUB24 (ASX:HUB) – Shares in the leading wealth management platform are rallying on the back of record second-quarter net inflows of $3.6 billion. This includes $349 million moved to the new Rhythm Super product, a private-label wealth management platform owned by Insignia Financial (ASX: IFL), the former IOOF. The strong quarter means the group is…
    Ishan Dan | 20th Jan 2022 | More
    • Investor’s risk making the ‘cardinal sin of investing’ – Howard Marks

    It shouldn’t take one of the most successful self-made hedge fund billionaires to remind us, but the warning may well be timely. In Howard Marks’ latest missive, titled ‘Selling Out’, the author highlights the biggest mistake or ‘cardinal sin’ of investing. That being to ‘sell out’ of otherwise quality assets on little more than a…
    Drew Meredith | 20th Jan 2022 | More
    Negative real yields positive for gold

    Sentiment is shifting in the discussion about the outlook for gold. The view that the gold price will continue to weaken, as it has done for much of this year, has given way to more positive forecasts. The reason is rising inflation, and the fact that inflation-adjusted bond yields are in negative territory – a…
    Contributor | 16th Dec 2021 | More
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