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Showing 1011 - 1020 of 1613 results for "Recommended"

DNR gets $200m IOOF mandate

ALICE URIBE  |  THURSDAY, 31 OCT 2013
... multi-manager fund, IOOF Multi-Mix. The flagship Australian Equities High Conviction Portfolio recently received a 'Recommended' rating from research house Lonsec. "Dalton Nicol Reid's consistently strong performance over a long period, its efficient ...

La Trobe calls to end home loan risk fees

MARK SMITH  |  TUESDAY, 22 OCT 2013
... equalisation fees should be removed and that consumers would be better served by lifting the complete ban on exit fees as recommended by the Senate Economics Committee back in 2011. "The reintroduction of loan exit fees for early repayment within the ...

Dalton Nicol Reid consistency rewarded with Lonsec upgrade

MARK SMITH  |  MONDAY, 21 OCT 2013
Dalton Nicol Reid (DNR)'s flagship Australian Equities High Conviction Portfolio has received a 'Recommended' rating from research house Lonsec. The model portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 4% per annum over rolling three ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... advice. The client became disabled after a car accident and was paid $800,000 by an insurance company. Her adviser recommended her to set up a self-managed super fund (SMSF) and put all her money in high risk investments. "The first thing that horrified ...

Fund members still resisting super engagement

ALEX DUNNIN  |  THURSDAY, 17 OCT 2013
... only achieve -23%. Reinforcing other research in this regard, Roberts said, "non-retail funds are more likely to be recommended by their customers to others than their retail counterparts". Roberts said while investment performance was a major factor ...

Zenith rates NSW Annuity Bonds 'recommended'

ALEX DUNNIN  |  MONDAY, 14 OCT 2013
Managed funds research house Zenith has rated NSW Waratah Annuity Bonds - Series 7 'recommended'. The product is designed to provide a regular annuity style income stream over a defined nine year term via a debenture issued by the NSW Treasury Corporation ...

AQR managed futures funds receives recommended ratings

STAFF REPORTER  |  THURSDAY, 10 OCT 2013
AQR Capital Management (AQR) has been awarded a 'Recommended' rating from research houses Lonsec and Zenith Investment Research Partners for its AQR Wholesale Managed Futures Fund. Commenting on the ratings, AQR principal Gregor Andrade, who was recently ...

Government must lift annuities impediments: ASFA

JAMES FERNYHOUGH  |  WEDNESDAY, 9 OCT 2013
... address longevity risk is crucial," Clare said. Among the list of suggested legislative and regulatory changes, Clare recommended that the SIS regulations be amended to "provide equivalent treatment of post-retirement products offered by life insurance ...

Russell multi-manager funds get top Zenith rating

MARK SMITH  |  FRIDAY, 4 OCT 2013
Russell Investment's suite of diversified multi-manager funds have been upgraded to 'highly recommended' in Zenith Investment Partners' review of the category. In total, 16 funds received a rating but Russell's Conservative, Diversified 50, Balanced ...

Asset consultants "useless": Oxford University study

LAURA MILLAN  |  MONDAY, 30 SEP 2013
Asset consultants' advice on a particular fund does not guarantee better investment returns and, in fact, recommended funds tend to perform worse than those which have not been recommended, a research by the Oxford University SaA-d Business School found. ...