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Showing 151 - 160 of 591 results for "Lonsec"

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... there are no shareholders to pay and there's no counterparty risk." LifetimePlus was recently given an "approved" rating by Lonsec.

Aviva funds receive Lonsec and Zenith tick

ALEX BURKE  |  TUESDAY, 14 FEB 2017
Two Aviva Investors funds have received strong ratings from Zenith and Lonsec. Lonsec gave an "investment grade" rating to the Aviva Investors Multi-Strategy Target Income Fund (AIMS TIF); Zenith gave AIMS TIF a "recommended" rating to the same fund ...

J.P. Morgan fund highly recommended

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
The JPMorgan Global Research Enhanced Index Equity Fund has been rated 'highly recommended' by Lonsec for the second consecutive year. In its assessment, Lonsec acknowledged J.P. Morgan's years of experience and significant research in these types of ...

L1 Capital fund recommended

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
The L1 Capital Long Short Fund received an initial 'Recommended' rating from Lonsec. The fund, which is the retail version of L1 Capital's top performing Long Short strategy, has delivered net returns of 39.78% since its 2014 inception, placing it in ...

Perpetual multi-asset fund recommended

JAMIE WILLIAMSON  |  TUESDAY, 31 JAN 2017
Lonsec and Zenith have upgraded ratings of the Perpetual Diversified Real Return Fund. The fund is now 'Recommended' by both ratings houses following its strong performance. Before tax and fees the fund achieved returns of 9% per annum as at 31 December ...

CFM trust rated by Zenith

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... Robertson added. The fund, which currently holds $47 million in funds under management, has also been rated as 'Recommended' by Lonsec, and is considered 'Superior' by SQM. The CFM ISDiversified Trust is available via Colonial First Wrap, Netwealth ...

Bond funds complete circle for Legg Mason

DARREN SNYDER  |  MONDAY, 23 JAN 2017
... trouble]." Sowerby was keen to point out that in Australia Legg Mason was the only manager "Highly Recommended" by both Lonsec and Zenith for both domestic and global bonds. Additionally the managing director said Legg Mason was continually assessing ...

Lonsec highly recommends Martin Currie ethical fund

ALEX BURKE  |  FRIDAY, 20 JAN 2017
Lonsec gave the Legg Mason Martin Currie Ethical Income Fund a "highly recommended" rating. The fund, which uses a bottom-up approach to invest in Australian shares with a responsible investment screen, excludes companies with business involvement above ...

APSEC appoints former Macquarie analyst

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
... Montague-Jones joins from Macquarie Group where he was a senior equity analyst and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award. Prior to this he worked at Morningstar for 10 years as a senior equity analyst and ...

Lonsec rates BetaShares ETF

ALEX BURKE  |  THURSDAY, 1 DEC 2016
Lonsec has given a 'Recommended' rating to BetaShares' new ASX diversifier ETF. The BetaShares Ex-20 Portfolio Diversifier ETF targets about 180 stocks listed on the S&P/ASX 200, excluding the top 20. The goal is to diversify exposure to the market ...