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Showing 131 - 140 of 318 results for "High conviction"

Legg Mason bond funds receive Zenith tick

ALEX BURKE  |  TUESDAY, 14 MAR 2017
... benchmarks," Zenith said. Finally, Zenith recommended the Brandywine Opportunistic Fixed Income Trust due to its "high conviction, value-driven approach that predominantly seeks to generate returns from global sovereign bonds, as well as currency and ...

Fidante executes growth strategy

DARREN SNYDER  |  FRIDAY, 10 FEB 2017
... value investing. "Since founding the firm our primary focus has been on fundamental, bottom-up investment with high conviction. Having successfully built our investment approach over that period, I am excited by the opportunity to partner with Fidante," ...

DNR Capital adds two investment platforms

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Fund manager DNR Capital today announced that its Australian Equities High Conviction Fund will be available to financial advisers via two platforms. DNR Capital will make the fund available via investment platform Macquarie Wrap and super platform ...

Montgomery funds rated by Zenith

JAMIE WILLIAMSON  |  FRIDAY, 16 DEC 2016
... noted in its rating report the Montgomery Global Fund provides investors with a concentrated, currency unhedged, high conviction exposure to global equities; while the Montaka Global Access Fund is equipped to preserve capital through its flexible mandate ...

Bennelong fund added to two platforms

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
... achieved an average annual return of 17.49% since inception. The Concentrated Fund aims to provide investors with a high conviction portfolio of listed shares and is willing to diverge significantly from the index's composition to focus on the best risk-return ...

Perpetual awards global equity mandates

ALEX BURKE  |  TUESDAY, 15 NOV 2016
... business. BHMS' global equity strategy has a value style and a fundamental bottom-up approach; Carnegie manages a high conviction, active global growth equity portfolio. "We are delighted to partner with Perpetual and provide them with best of breed ...

Henderson EM fund rated

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2016
... seeking greater exposure to emerging markets," the report said. The fund offers exposure to emerging markets via a high conviction portfolio of 40 to 80 companies operating in a diverse range of countries and sectors, which are assessed on their history ...

Alphinity funds added to mFund

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
... and has so far returned 8.9% since its 2010 inception, while the Concentrated Australian Share Fund provides a high conviction portfolio of Australian stocks and has returned 10.3% since 2004. The Socially Responsible Share Fund is suited to those looking ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
... their ability to outperform by capping investment in the Opportunities fund. While that fund is closed, the Ophir High Conviction fund - launched in August 2015 - combines the most liquid small cap ideas within the Opportunities fund with the most attractive ...

A-REIT added to Asgard platform

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. The Folkestone Maxim A-REIT Securities Fund is the newest addition, known for its disciplined ...