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Showing 311 - 320 of 1051 results for "Upgrade"

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
The Henderson Absolute Return Australia Equity Fund has been upgraded to a "Recommended" rating by Lonsec. The equity market neutral fund reached its three year milestone in May 2016 and is managed by Henderson head of alternative Australian equities ...

Time is up for the static portfolio mix: JPMAM

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
Investors who maintain a simple static allocation mix will have to come to terms with a trajectory of falling returns, according to the 2017 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions. For investors looking to achieve ...

Blue Sky partners for major US project

ALEX BURKE  |  MONDAY, 21 NOV 2016
Blue Sky Alternative Investments has entered into a joint venture for a 5,000-bed student accommodation investment. Student Quarters, based in Atlanta, is a specialist student accommodation manager focused on properties in the US near universities with ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... impressive intergenerational wealth transfer tool." Australian Unity general manager of life and super Matt Walsh said the upgrade follows a strong year for the bond, describing it as a competitive product that delivers important tax benefits to families. ...

GBST partners with boutique administrator

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Financial services software provider GBST is entering a seven-year contract with a boutique administrator to enter the business process outsourcing market. Announced on the ASX, GBST is teaming with specialist fund services provider MainstreamBPO. GBST ...

Statewide Super partners on digital advice

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
... numbers and advice topics." The digital advice solution will be available to Statewide members as part of a broader system upgrade and expansion project commencing next month.

Franklin Templeton fund receives ratings upgrade

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
Lonsec has awarded the Franklin Templeton Global Aggregate Bond Fund a 'Highly Recommended' rating following its most recent fixed income sector review. The fund is a benchmark aware but flexible fixed income offering that allows investors to invest ...

Economic Wrap

BENJAMIN ONG  |  FRIDAY, 30 SEP 2016
... estimate of US real GDP showed the economy expanding at an annualised rate of 1.4% in the second quarter. This represents an upgrade from the second estimate's 1.1% growth and better than expectations for a 1.3% gain. While personal consumption growth ...

Life insurance reforms to be re-introduced

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
A spokesperson for the Minister for Revenue and Financial Services Kelly O'Dwyer has confirmed to Financial Standard that draft legislation pertaining to the Life Insurance Framework (LIF) will be formally re-introduced in early October when Federal ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
IOOF has introduced a new automatic re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to ...