Launches

Financier and alternative investment manager Alceon has received a ‘Commended” rating by investment research house Evergreen Ratings for its Debt Income Fund. This rating means Evergreen has confidence in the investment product, which has scored consistently well across most areas of Evergreen Ratings’ research and analysis framework. The fund has a high probability of meeting…

The US$4331 billion ($593 billion) global manager Neuberger Berman recently saw its diversified fixed income fund upgraded by Lonsec. Widely known for its $9052 million listed investment trust, the NB Global Corporate Income Trust (ASX:NBI), the group’s unlisted vehicle has seen strong demand from the advice industry. The Neuberger Berman Strategic Income Fund, which is…

Australian Ethical, one of the leaders in ethical superannuation and investments both domestically and around the world this week flagged a change to their ‘Advocacy’ fund. Launched in 2010, the purpose of the Advocacy Fund was to invest into a diverse portfolio of Australian and overseas listed companies that met the requirements of the Australian…

Global asset manager Janus Henderson (ASX:JHG) this week announced the launch of its three-decades-old sustainable equity strategy. With about $569 billion in assets under management, the group is among the global leaders in fixed income and equity markets. The Janus Henderson Global Sustainable Equity Strategy, which currently has $4.9 billion in assets under management, will…

Daintree Capital, the boutique investment management firm that specialises in building fixed income portfolios, has launched a new global bank hybrid fund at an opportune time. In a world of low interest, finding attractive investments with a decent yield without taking equity-like risk is hard to come by. Especially when global interest rates are likely…

ETF Securities has released a new ETF, the ETFs Semiconductor ETF (ASX Code: SEMI), which offers investors exposure to the hottest sector at the moment, the global semiconductor market. The semiconductor market is largely controlled by the US and Taiwan, with most manufacturing centred in Taiwan. Semiconductors or chips are a vital component in most…

Alceon Group’s Debt Income Fund, which targets high, risk-adjusted returns from real estate lending, has been awarded a ‘Superior’ high investment grade rating in a new report by SQM Research, an independent investment research house. SQM says the commercial banks have reduced their exposure to real estate development and commercial real estate in recent years, providing…

Evergreen Ratings who are a specialist alternative asset ratings firm have released a report on a venture capital fund for investors looking exposure to an early-stage tech firm. Early stage investing via a venture capital fund provides funding for start-ups desperate for cash to fund their projects. They typically are projects just at beginning of…

Fund Manager Franklin Templeton Australia has been recognised for their award-winning global equities SMA. It’s the second year running that the manager has taken out the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses…

Multi-strategy alternative investment manager Alceon is offering its unique debt-focused strategies to retail investors for the first time, with the launch of the Alceon Debt Income Fund. Investors and advisers alike are confronted with a very difficult proposition, with the current low interest rate environment coinciding with the threat of higher inflation. This places pressure…

Claremont Global founder Bob Desmond may well have one of the most interesting CVs among Australia’s leading portfolio managers. Born in Zimbabwe, he cut his teeth in investment markets in both Africa and the UK before settling in Australia and building what is now a $1 billion global equity business. Formerly the Evans and Partners…

Despite being among the top performing asset classes over the last 12 months, and longer term for that matter, the ability for financial advisers to access the global smaller companies’ sector has been limited at best. The options are, however, beginning to improve, with the launch of New York-based Royce Investment Partners by Franklin Templeton,…