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LONSEC
Financial planning
In a harbinger of what is expected to be a bumper year for timber schemes, Northern Tropical Timbers expects to launch a new project in September after achieving its sale...
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Perpetual Investments’ Dublin-based international equity team has received a lukewarm welcome from Lonsec, which has assigned it a third-level ‘Investment Grade’ rating i...
Financial planning
Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
Financial planning
The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...
Financial planning
Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...
Financial planning
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
Financial planning
ING’s OptiMix multimanager funds have scored a ‘recommended’ rating from research house Lonsec, mainly in light of top quartile returns and successful tactical asset allo...
Financial planning
MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...
Financial planning
With most of the ‘shocker’ products weeded out, and interest among investors surging, the agribusiness sector is heralding in a new Spring, writes JOHN WILKINSON...
Financial planning
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
Financial planning
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
Funds management
The Perennial/IOOF Value Shares Fund, Investors Mutual Industrial Share Fund, Deutsche Australian Equities Alpha Fund and Citigroup equity Trust have maintained their pos...
Funds management
Research group Lonsec is remaining relatively up-beat about the future prospects of hedge fund investments, despite what it identifies as looming challenges for the secto...
Financial planning
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...