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Showing 131 - 140 of 591 results for "Lonsec"

Perennial micro-cap fund gets Lonsec tick

ALEX BURKE  |  MONDAY, 22 MAY 2017
Lonsec gave Perennial's new micro-cap trust a "Recommended" rating. The Perennial Microcap Opportunities Trust aims to outperform the S&P/ASX Small Ordinaries Accumulation Index after fees over rolling three-year periods by investing in 30 to 70 listed ...

VanEck partners to launch ETF model portfolios

ALEX BURKE  |  MONDAY, 8 MAY 2017
... range of model portfolios to advisers using exchange-traded funds, in partnership with an investment researcher. Using Lonsec's portfolio construction research, the VanEck ETF Model Portfolio series comprises balanced, growth and high growth options. ...

Orbis launches fund for retail investors

EMMA RAPAPORT  |  FRIDAY, 28 APR 2017
... of the fund, advisers should invest with a minimum five year horizon. The fund has received a 'Recommended' rating from Lonsec and Zenith Investment Partners and a Silver analyst rating from Morningstar.

BT Panorama lists sovereign bond fund

KARREN VERGARA  |  THURSDAY, 27 APR 2017
... bond fund on its platform. The Colchester Global Government Bond Fund, which was recently rated as 'highly recommended' by Lonsec, is attractive for advisers seeking a defensive fixed income alternative for client portfolios. Colchester Global Investors ...

RARE fund receives Lonsec tick

EMMA RAPAPORT  |  WEDNESDAY, 26 APR 2017
RARE's global listed infrastructure fund has been awarded a "recommended" rating from ratings house Lonsec. The RARE Infrastructure Income Fund (formerly the RARE Yield Fund), which is designed to help meet the income needs of an ageing population ...

Micro-cap fund recommended on debut

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
Lonsec endorsed OC Funds Management's micro-cap fund, awarding it a 'Recommended' rating on debut. In its report, the ratings house noted the strength of OC's investment process, available capacity and alignment of interest with investors. It also acknowledged ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

Lonsec upgrades NovaPort fund

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... received a ratings upgrade in recognition of the funds' ability to deliver robust long-term returns. During its latest review, Lonsec upgraded the microcap fund from 'recommended' to 'highly recommended'. The Wholesale Smaller Companies Fund also retained ...

Fund added to Macquarie Wrap

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
... and super wrap menu. The fund, which recently received a "Recommended" rating from both Zenith Investment Partners and Lonsec Research, was launched in 2014 and has returned 38.9% pa, placing it in the top 20 long short funds globally in both 2015 and ...

Wingate strengthens team

EMMA RAPAPORT  |  THURSDAY, 6 APR 2017
... specialist with Antares Equities. The earlier part of his career was spent in senior research and consulting positions with Lonsec, Willis Towers Watson and Mercer. Earlier this year, private health insurer Australian Unity ceased to be a direct shareholder ...