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....

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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?...

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People & Products

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

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Funds management

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

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Funds management

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

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Funds management

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

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

4 months 4 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 1 day ago