RARE Infrastructure gains highest Zenith rating
Ratings house Zenith has rewarded just one infrastructure fund its ‘highly recommended’ rating — the RARE Infrastructure Value Fund.
The ratings house provided three other funds — the Macquarie International Infrastructure Securities Fund, the Magellan Infrastructure Fund, the CFS W Global Listed Infrastructure Securities Fund and the RARE Series Emerging Markets Fund with a ‘recommended’ rating.
Commenting on the infrastructure funds sector, Zenith Investment analyst Andrew Cassar said the ratings house believed infrastructure securities provided a long-term reliable income stream, which was resilient to changing economic conditions and largely protected from inflation.
He said infrastructure exposure within the international share allocation of a well-diversified portfolio had the potential to improve the risk/return profile of an investor’s portfolio.
Recommended for you
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
WIth only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.
As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL's collapse.
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial adviser if they want to futureproof their business.