In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
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...
The inside running for Zenith's fund awards
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...
Top of the pops
The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high...
Sustainable funds boom surges to another record
Flows into ESG-focused managed funds hit a record $2.9 billion during the June quarter, as total assets in that group jumped 66 per cent for the full 12...
Singularity: where innovation meets sustainability
In the beginning, was the word and the word was ‘ethical’. Now we have lots of words: ‘responsible’, ‘sustainable’,...
Risk-adjusted equity returns critical: Evergreen Ratings
Evergreen Ratings recently awarded the Alceon High Conviction Absolute Return Fund a “Commended” rating for its “tried and tested processes,...
Claremont expands high-conviction equity offering
Claremont Global founder Bob Desmond may well have one of the most interesting CVs among Australia’s leading portfolio managers. Born in Zimbabwe, he cut...
Clouded outlooks merit cautious approach: Platinum
Platinum Asset Management delivered its latest quarterly report last week, which was largely a mixed bag of results. Five of the eight funds beat their...