retail investors

Financial planning

Van Eyk Research has completed its first ever review of the burgeoning fund of hedge fund sector, awarding just one fund its top AA rating....

Financial planning

Macquarie fund goes retail after breaking $1bn barrier

Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...

Financial planning

Platform war moves to new battlegrounds

ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...

Financial planning

Select to kick off with duo of funds

Newly launched boutique funds management group Select Asset Management is looking to release two funds as part of its strategy to establish itself as an ‘absolute return’...

Funds management

Hedge fund report allays retail investors’ fears

Australia’s hedge fund industry continues to grow at an astonishing pace, but how such investments fit into an overall investment portfolio, the latest report into the se...

Editorial

No need to ‘get’ hedge funds to get into them

The complex nature of hedge funds should not stop advisers from recommending them, says DOMINIC McCORMICK....

Funds management

Macquarie rolls out retail private equity fund

Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....

Funds management

Macquarie wraps up private equity for retail clients

MACQUARIE Financial Services is rolling out a fund of private equity funds for the retail market in what it says is a watershed for investors wanting to access alternativ...

Financial planning

Boutique group rolls out Next IMA

NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...

Funds management

Absolute Capital to list first hedge ETFs

Absolute Capital will list three retail hedge funds it launched in July on the Australian Stock Exchange (ASX), to be available to master trusts, wraps and retail investo...

Financial planning

Not all IMAs are created equal

THERE currently exists a level of euphoria surrounding individually managed accounts (IMAs) in the Australian investment marketplace that is highly questionable....

Editorial

When small funds get too big

Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....

Editorial

Do fund of funds serve the retail investor?

Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...

Financial planning

Morningstar rates IOOF as mid range

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

Private equity to grow with master trusts

Retail investors are set to gain more exposure to private equity as master trusts increasingly embrace these investments, predicts Marcus Darville, head of Private Equity...