In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
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...
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...