In Focus
Detailed fund profiles and manager analysis for Australian financial advisers, including strategy, positioning, and portfolio fit.
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...
Top performing funds receive ratings upgrades
It was another busy week for Australia’s rating agencies, both on a corporate and operational level. On the one hand, Australia Ratings Group was...
What are High Conviction funds?
Often used to describe a particular type of investment style – for example, the High Conviction Equities Fund – “conviction” is all...
Franklin, Hyperion lead Morningstar award finalists
Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include...
Mirae Asia Great Consumer fund upgraded to 'Recommended'
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most...
Three stocks that delivered for Sage Capital in December
Most fund managers would probably prefer smooth sailing in their first 18 months of operation, not a global pandemic and the most volatile period for equity...
GQG hits US$86 billion despite growth sell off
Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in...
BNY Mellon launches 'Future' thematic focus
BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading...