In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
Succession and the rise of 'skin in the game' managed funds
The Inside Network's Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies...
HMC Capital leans into community connection
In its latest sustainability report HMC details the kind of comprehensive ESG strategy typical of a fund manager that appreciates the value of corporate...
Yarra Capital adds long-short strategy to stable
Leading Independent Australian fund manager Yarra Capital recently announced the addition of a new Market Neutral Australia Equities investment strategy to...
Volatility supports 'reshaping' of Magellan's global strategy
Magellan Financial Group (ASX:MFG) has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and Founder Hamish...
Alphinity the latest to lower management fee on global strategy
Reading media headlines today, advisors and investors may have missed one of the more powerful releases, for the long-term at least. It related to another...
Why Morningstar is doubling-down on Aussie fundies
The “widow-maker” in the Australian investment context has long referred to those willing or stupid enough to take a short position on the...
eToro launches Female Leadership portfolio
“During the Covid-19 crisis, we’ve heard anecdotally about women leaders doing a better job and new research backs that up.” According to...
Investors 'selling the future to buy the past': Hyperion
It’s been a torrid start to the year for 2021’s Fund Manager of the Year, Hyperion. The group is clearly feeling the “tech selloff”...
India Avenue beats all to deliver one of the highest returns for 2021
He is far from a household name in the Australian funds management industry – and definitely not one of the star stock-pickers often profiled in the...
Australian-first net-zero global equities fund launched
Well-known for its market leading, retiree-focused, franking-credit-driven Australian equity income funds, asset manager Plato Investment Management has gone...
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...