News

Australia’s longest-standing responsible investment manager, Australian Ethical, has launched a new High-Conviction fund to complement its suite of existing actively managed funds. Support for AE’s Australian shares and emerging companies strategies has grown sixfold in just five years, as Australians have become more ethically minded than ever before. From being just a point of conversation,…

TRINAAA: ‘There really is no alternative at all’. What began as TINA, or “there is no alternative,” has expanded into TRINAAA. The term was coined to describe the unique situation in which investors from all around the world find themselves, as bond yields and fixed-income returns moved to zero, forcing risk-taking upon even the most…

An enduring question is whether one can identify a fund manager that can deliver outperformance relative to the index. Even before ETFs become the alternative, numerous studies have either proven or disproven the case for active management, with no real resolution. That said, the consistent after-fee underperformance of the median active manager is well known….

The Ellerston Global Mid-Small-cap fund (Class A) has received a “commended” rating by research house Evergreen Ratings. 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 its objectives and is reasonably…

Heading into uncharted territory, Lucerne Investment Partners CEO Anthony Murphy used the global pandemic as an opportunity to get in-front of the market with a unique offering. Something no one else had. And it’s paid off.  Since our days at Ord Minnett, it had been a while since Murphy and I had touched base, but…

The team at Datt Capital is punching the air in delight as the firm hits their three year goal for the Datt Capital Absolute Return fund. There has always been an initial five-year plan in mind to develop a sustainable, high-performing boutique funds management business. At the three-year mark, the team is well-positioned to deliver…

Specialist small- and micro-cap Australian equities investment manager NAOS Asset Management has taken its philosophy into the private markets, with the launch of its Private Opportunities Fund, for which it is seeking to raise at least $35 million. The fund will invest in up to 20 private companies that NAOS identifies as being profitable, having…

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…

Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr Joseph Lai, who until recently managed the Platinum Asia Fund, and Doug Huey will combine to lead this specialist strategy. The team has grown quickly to five staff since being founded, with Kate Goodwin and…

Deakin University, the largest provider of postgraduate qualifications to the financial planning sector this week announced a partnership with the SMSF Association. Along with Kaplan Professional, Deakin will allow students in their Master of Financial Planning degrees to complete SMSF Association accredited requirements. The course will include a unit that meets the educational requirement to…