ZENITH

Funds management

Concentrated international share funds had outperformed their diversified counterparts over the last 12 months, according to research from ratings agency, Zenith. ...

image
Rate the raters

Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....

image
Funds management

Henderson’s emerging markets equity fund has been awarded a ‘recommended’ rating for its investment processes by Zenith. ...

image
Funds management

Zenith has delivered a ‘recommended’ rating to Morningtar’s objective-based multi-asset offerings....

image
Rate the raters

Part one of this year’s Rate the Raters survey found that, unlike last year, Zenith was ahead of the pack, followed closely by Mercer, while Lonsec saw a comparative drop...

image
Funds management

Lonsec was pushed down to second spot in favour of Zenith, which was the most frequently used research house, according to Money Management’s 2016 Rate the Raters survey....

image
Funds management

DNR Capital has received a recommended rating for its high conviction Australia equity fund, previously only available through its SMAs and IMAs. ...

image
Funds management

Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...

image
Funds management

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

image
Funds management

Bennelong’s ‘strong investment team and performance driven culture’ earn it two ‘highly recommended’ ratings from research house, Zenith. ...

image
Funds management

BlackRock’s concentrated industrial share fund with its 20 to 40 ASX stocks has been added to the BT Wrap and Asgard eWrap platforms. ...

image
Funds management

Zenith’s outperformance of the S&P/ASX 300 index was driven by stock selection with less exposure to blue chips, a study found....

image
Funds management

AB’s managed volatility equities fund was given a ‘recommended’ rating by Zenith as it said it is uniquely positioned and has low fees....

image
Funds management

A rating house has upgraded Legg Mason’s Australia Bond Trust to ‘highly recommended’ as it has one of the strongest offerings among its peers. ...

image
Funds management

Zenith has given Kardinia’s absolute return fund a ‘highly recommended’ tick for the fifth year in a row. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago