In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
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...
Perennial proves a point with Better Future
If investors ever had any concerns about whether the Perennial ‘Better Future’ strategy was giving up any potential returns through its ESG...
Beware the losers among thematic fund winners
Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows....
New Evergreen, Generation investment bond
Evergreen Consultants has teamed with Generation Life for the launch of an ESG-orientated multi-manager investment bond, believed to be an industry first. The...
Perennial goes long on ESG
Specialist equity manager Perennial Value Management last week announced the launch of a dedicated investment unit or ’boutique’ within their...