LONSEC

Financial planning

Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...

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People & Products

Zenith Investment Partners has recruited two new team members, with Bronwen Moncrieff joining the company as senior investment analyst within the asset class research tea...

Rate the raters

The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...

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Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

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Financial planning

Lonsec has been sold to a group linked to SuperRatings and Mark Carnegie....

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Financial planning

The front-running bidders to acquire Lonsec from Zurich are understood to have indicated they will not be moving to alter the dynamics of Lonsec's research and ratings di...

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Editorial

Pioneering the cause for ethical investing following its inception in 1994, it is no surprise that Hunter Hall was the clear front-runner and the first winner of this yea...

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Financial planning

Hedge funds have been knocked around in recent times, but there’s nothing like a return of 13.2 per cent after fees to make someone sit up and pay attention....

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Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

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Financial planning

A relative newcomer has been named the winner of the Rising Star category at the Money Management/Lonsec Fund Manager of the Year Awards this year....

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Financial planning

Three-time award winner PIMCO has again won first place in the Fixed Interest, Global and Diversified category in the Money Management/Lonsec Fund Manager of the year awa...

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Financial planning

A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...

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Financial planning

They may have a world of stocks to choose from, but being concentrated and risk-aware has helped the Five Oceans Asset Management team over the line with the 'World Fund'...

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Financial planning

Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...

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Financial planning

Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...

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