Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 179 results for "Highly Recommended"

PPS Mutual hires from BT

ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... with stakeholders and advisers. "Sophie has a well-known reputation for care and diligence, and she has been highly recommended by many in the advice community. I am thrilled that Sophie has agreed to join the PPS Mutual family," Walmsley said. The appointment ...

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... 2007, has delivered annual gross yield of 6.6% over the period at July end. It got the highest Lonsec rating "highly recommended" after a review earlier this month. "The fund targets quality companies at attractive prices that provide sustainable and ...

Magellan active ETFs retain Zenith ratings

KANIKA SOOD  |  WEDNESDAY, 23 OCT 2019
Active ETFs from Magelllan have retained their highly recommended ratings from Zenith, even as ASIC conducts a review into internal market making. Of the 203 ETFs available in Australia, Zenith Investment Partners rates 74 products. Only three of them ...

Aussie bond fund added to Zenith model portfolio

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
Zenith's model portfolio offering, Zenith Elite Blends, has added a 'highly recommended' Aussie bond fund. The Legg Mason Asset Australian Bond Fund will now be available through Zenith Elite Blends. Managing partner of Zenith David Wright said the ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... Direct Industrial Fund No.4 (DIF4) scored Lonsec's top rating. The independent research house rated DIF4 as Highly Recommended, noting its portfolio was 100% occupied by "high-quality tenants" and was well positioned in terms of future rental increases ...

UBS small caps team launches boutique

KANIKA SOOD  |  TUESDAY, 2 APR 2019
... Haddad worked together for eight years on the UBS Australian Small Companies Fund which had $400 million and a highly recommended rating from Zenith. The trio is back with Eiger Capital, a boutique named after the Swiss mountain as a nod to their Swiss ...

UBS launches emerging market fund

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... the Australian market. Additionally, the fund became the first emerging market fund to receive Zenith's Highly Recommended rating after its first inaugural review. The ratings firm noted the ability of portfolio manager Geoffery Wong to leverage ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... -- up by four since August last year. The research team rates 701 flagship funds as approved, recommended or highly recommended. It screens out of 900 funds (not rated). It has expanded its coverage universe significantly to meet advisor demand for more ...

Westpac investment arm awards real estate mandate

KANIKA SOOD  |  TUESDAY, 17 JUL 2018
... ACIRT says it usually pays the trust's distributions annually. Principal Global REIT Fund also received a highly recommended rating from Zenith. Zenith noted the fund has outperformed market conditions more than 50% of the time. It places the fund ...

Former Macquarie equities team launches boutique

KANIKA SOOD  |  FRIDAY, 25 MAY 2018
... net of management fees. Both funds have a minimum investment size of $20,000. The high conviction fund has a "highly recommended" research rating while the absolute return fund has a "recommended" research rating from Zenith. "We are very excited to ...