News

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…

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…

Insiders at the Zenith Investment Partners annual awards know that you can improve your chances of guessing the winner of the major Fund Manager of the Year category by studying history. For instance, in the past 10 years since the annual awards have been held – this is the 10th year – no winner of…

Having left the ambitious specialist retirement start-up of the Allianz Insurance group, Allianz Retire+, in July, Matt Rady was this week named as CEO of BT Financial Group. Rady became the inaugural CEO of Allianz Retire+ in June 2018, after a long search during which the firm’s founder and driving force, Adrian Stewart, a former…

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…

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…

The 10th annual Zenith Investment Partners funds management awards will be live-streamed this year, on October 15, with the list of 22 awards having been fine-tuned for the occasion. A new award has been added – global small-cap equities – but two previously separate awards – Best Exchange Traded Fund and Best Listed Investment Company…

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…