HIGH CONVICTION

People & Products

Magellan has amended the mandate of its $564 million High Conviction Trust from a maximum of 12 companies to 20, while adding a second portfolio manager....

image
Funds management

The Magellan High Conviction fund is highly concentrated with between eight to 12 ‘best idea’ holdings so how has it managed to navigate the pandemic?...

image
People & Products

Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....

image
Funds management

Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....

image
Funds management

Australian equities investors have shifted towards high conviction as core strategies come under pressure, according to Zenith....

image
Funds management

Boutique Australian equities fund manager, Greencape Capital, has received two highly recommended ratings for its high conviction and broadcap funds. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago