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Showing 51 - 60 of 92 results for "Multi-Asset"

BT multi asset fund gets top Lonsec rating

MARK SMITH  |  TUESDAY, 1 MAR 2016
Lonsec has upgraded the BT Active Balanced Wholesale Fund to 'Highly Recommended' - its highest possible rating. In its latest research report on the fund managed by Martyn Wild, Lonsec said the fund is "considered to be reasonably well resourced and ...

Unconstrained bond funds disappoint in 2015

MARK SMITH  |  WEDNESDAY, 24 FEB 2016
... flexibility to use different strategies to seek returns and manage risk," said Lonsec general manager for income and multi asset, Libby Newman. "This is especially relevant given uncertainty around interest rate movements. With mixed signals globally ...

Multi-asset funds rated high but risk disappointment

LAURA MILLAN  |  WEDNESDAY, 11 NOV 2015
... could consider strategies we believe demonstrate skill in TAA," the researcher added. Zenith also released its 2015 Multi Asset Sector review but warned that "many rated managers have suggested it will become increasingly difficult to replicate the lofty ...

mFund take-up slower than expected

LAURA MILLAN  |  TUESDAY, 10 NOV 2015
... of the cake of the broader ASX basket of products." The most popular funds transacted on mFund during October were multi asset or mixed funds (21.4%), followed by global fixed income (20.4%), Australian equities (20.1%) and global equities (16.5%). The ...

Instos seeking co-designed mandates

STAFF WRITER  |  FRIDAY, 25 SEP 2015
... investment managers and large funds are talking directly to solve and co-create outcomes based solutions, often across multi asset class and risk parameters," Vassos said. "This investment co-design trend speaks to a number of systemic industry responses ...

FEATURE: Inflation plus investing

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
... world is flat, that the world is actually round." At the moment, AMP has three dynamic asset allocation funds: the Multi Asset Fund, the Dynamic Fund and the Income Generator Fund. Outcomes-based investing "doesn't fit under the current process, under ...

Aberdeen beefs up local distribution team

MARK SMITH  |  WEDNESDAY, 23 SEP 2015
... companies including S&P, Challenger, Perpetual, Genesys and PwC. In his new role Hall will work closely with Aberdeen's multi asset team and with global, Asian and emerging market equity fund managers to promote these capabilities to Australian investors. ...

Macquarie exec leaves to join boutique fund manager

LAURA MILLAN  |  MONDAY, 31 AUG 2015
... Investments, a division he helped establish in 2009. NWQ is a boutique investment firm that manages the Fiduciary Fund, a multi asset fund with exposure to fixed income, equities and property. The firm was founded by managing partner Jonathan Horton ...

Perpetual's acquisition of The Trust Company pays off

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
... brand and reputation we have in Australian equities into other asset classes, including global equities, credit and multi asset classes," Lloyd said. Perpetual also confirmed that board members Elizabeth Proust and Paul Brasher are retiring and being ...

State Street boosts managed fund sales team

MARK SMITH  |  TUESDAY, 11 AUG 2015
... actively managed funds - two benchmark unaware Australian and global equity strategies as well as three objective-based multi asset class funds. We regard these as solutions for advisers and their investors who are looking to achieve explicit investment ...