Launches

Barwon Investment Partners this week announced that their long-standing Healthcare Property Fund had received a ‘recommended’ rating from independent research house Zenith Investment Partners. The group, named after the Barwon River in Sydney and founded in 2006, has built a niche assisting wholesale and institutional investors and now manages over AU$1.5 billion in assets. The…

Are your clients asking you why they don’t hold Tesla? If they have an exposure to lithium? Are they looking for an exposure to the renewable energy boom? ETF Securities’ Battery Technology and Lithium ETF, carrying the ASX ticker ACDC, has been seeing significant inflows from investors, as interest in Tesla and all things sustainable…

The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most important long-term thematic for investors. The scale of growth in the middle-class is unprecedented, and will have far-reaching impacts on consumption patterns ranging from luxury goods, to staples, banking, financial…

It has been a busy start to the year for JP Morgan Asset Management (JPMAM), with the recently launched Global Macro Sustainable Fund seeking to capitalise on a profound structural shift in global investor preferences toward sustainability. Investors and advisers are increasingly seeking out less-correlated alternative asset classes and to ensure their investments are having…

Australian multi-affiliate shop, Apostle Funds Management, will roll-out an exchange-traded fund (ETF) version of a well-established active global equities strategy. According to a release, the soon-to-be-launched Apostle Dundas listed fund will carry a total management fee of 0.9%, “well below the category median” of 1.35%. Karyn West, Apostle managing director, said in the statement that…

BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading global equity strategies. Aptly named the “Future” funds, they will seek to offer investors exposure to the tailwinds associated with climate change, the revolution in food production and importantly, the…

WLTH is a brand-new financial services neo-platform providing Australians with a smarter, sustainability-focused solution to financial products but particular residential and commercial loans. WLTH is the latest ‘non-bank’ digital lending and payments platform seeking to disrupt the financial services industry in Australia. The launch follows the recent shutdown of neo-bank Xinja after it failed to…

With interest rates at all-time lows, and term deposits lucky to be paying 0.5%, investors have simply been forced to look for alternative income-generating investments. The share market has obliged, but not only in the form of normal equity dividends – but in newer listed income-bearing investments. One of the most recent offerings came last…

Due to its open-source ethos, bitcoin has travelled an unconventional growth path. For starters, no-one seems to know who invented it (rumoured to be a Sydneysider, possible pseudonym Satoshi Nakamoto) but what we know is when it will all end – in 104 years when the last bitcoin will be mined. Putting its start behind…

The Kiwi counterpart of US online direct investment platform Robinhood is sounding out the Australian market for possible expansion. Brooke Roberts, co-founder of the Wellington-based Sharesies, said the firm was recruiting an Australian country manager. “We are looking at launching Sharesies in Australia,” she said. “But at the moment we’re working on a product that…

Datt Capital Absolute Return Fund ranked as No.1 Australian Equity Fund by Fund Monitors The Datt Capital Absolute Return Fund has been recognised as the No. 1 Australian Equity Fund as at the end of September 2020; evaluated over a rolling 12-month period using Fund Monitors risk adjusted model. On the announcement, Fund Monitors noted…

By now, people know what impact investing is and according to RIAA, impact assets under management in Australia have grown to about $19B at the start of 2020; up 250% in the past 24 months. Those are decent numbers, but there’s every indication we’ve barely scratched the surface of impact investing’s potential. The growth is…