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Showing 241 - 250 of 641 results for "LONSEC"

Mercer funds added to two platforms

MARK SMITH  |  WEDNESDAY, 10 AUG 2016
... Mercer Income Plus. With the exception of Mercer Inocme Plus, all these funds currently hold a 'Recommended' rating from Lonsec. Mercer said the addition of the funds to these platforms brings financial advisers and their super and pension clients the ...

Maple-Brown Abbott fund gets ratings tick

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... Zenith, and is reinforced by a retained '4 Star Superior' rating from SQM Research as well as a retained 'Recommended' from Lonsec. The ratings were awarded to both the currency hedged and unhedged versions of the GLI Fund. Ironbark Asset Management ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Lonsec research has launched an upgraded version of its iRate platform, providing financial advisers with a new selection of tools and capabilities to aid their investment analysis. The new iRate platform is designed to provide advisers with significant ...

Greencape wins top Zenith rating

MARK SMITH  |  MONDAY, 8 AUG 2016
... Recommended to Highly Recommended. The ratings join existing 'Highly Recommended' and 'Gold' ratings for the funds from Lonsec (awarded in October 2015) and Morningstar (September 2015). Based in Melbourne, Greencape is an active manager of Australian ...

AQR fund receives Lonsec upgrade

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
AQR Australia's AQR Wholesale DELTA fund has been upgraded by Lonsec to Highly Recommended. The Australian domiciled unit trust provides diversified, cost-effective exposure to the core return drivers of classic hedge fund strategies with low correlation ...

Synchron debuts adviser investment solution

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
... portfolios representing global equities, Australian equities - income, fixed interest and listed property and infrastructure. Lonsec Investment Solutions is the asset consultant to the Valant Capital investment committee for the model portfolios. The ...

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
Lonsec has awarded Capital Fund Management's (CFM) Institutional Systematic Diversified Trust (CFM ISDiversified) a "Recommended" rating. The fund has been designed to offer investors a diversified portfolio of well-known and persistent alternative ...

BlackRock, Aviva receive ratings nod

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
... rating from Zenith, while the Aviva Investors Multi-Strategy Target Return Fund has received a 'Recommended' rating from Lonsec. The BlackRock Concentrated Industrial Share Fund was also added to the BT Wrap and Asgard eWrap platforms on 8 July 2016. ...

Zenith awards Bennelong fund highest rating

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
... Recommended' rating by Zenith. The fund which has only been in operation since December 2015 also has a 'Recommended' rating from Lonsec and is available on a number of platforms including Macquarie Wrap, FirstWrap and Federation. Managed by Bennelong ...

Longevity driving interest in risk pooled products

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
... also need to ensure that the insurance they choose is appropriate for them and their life circumstances." According to Lonsec research, while mortality credits can be an effective means of mitigating longevity risk and avoiding underinsurance, it is ...