In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
Claremont tops global equity performance tables
Morningstar has released its “top-performing global equity fund managers in 2021” report. This year, the funds that performed the best contained a...
The top-performing Australian equities funds for 2021
2022 was a pivotal year for managed discretionary accounts (MDAs). Funds under management surpassed the magical $100 billion mark for the first time, as the...
Australian Ethical leads multisector fund upgrades by Morningstar
Morningstar conducted a review of the 2021 Australian Multi-sector funds based on qualitative research conducted on 125 strategies. Seven strategies achieved...
Getting in sync with the mega-trends
One of the more unique offerings in the active global equity sector is the Insync Global Quality Equity Fund, run by the fund manager of the same name....
Abrdn launches "black swan" strategy
UK-based global investment firm abrdn is looking to expand its footprint by launching its Global Risk Strategy fund to Australian investors. The company,...
Australian Ethical launches high-conviction strategy
Australia’s longest-standing responsible investment manager, Australian Ethical, has launched a new High-Conviction fund to complement its suite of...
Evergreen upgrades Ellerston global mid cap strategy
The Ellerston Global Mid-Small-cap fund (Class A) has received a “commended” rating by research house Evergreen Ratings. This rating means...
Datt Capital hits its 3-year milestone with its Absolute Return Fund
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...
Lonsec upgrades global credit strategy
The US$4331 billion ($593 billion) global manager Neuberger Berman recently saw its diversified fixed income fund upgraded by Lonsec. Widely known for its...
Australian Ethical broadens mandate
Australian Ethical, one of the leaders in ethical superannuation and investments both domestically and around the world this week flagged a change to their...
Ox Capital launch emerging markets fund
Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr...