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Showing 21 - 30 of 54 results for "Lonsec Research"

Aussie income managers underperforming

DARREN SNYDER  |  WEDNESDAY, 20 APR 2016
... Lonsec returned 1.6% after fees in 2015, and this was below the S&P/ASX 200 Accumulation Index return of 2.6%. Lonsec Research general manager equities, Peter Green, said while the income strategy has tended to outperform over longer periods of time ...

Small caps beating blue chips: Lonsec

ALEX BURKE  |  THURSDAY, 31 MAR 2016
Small cap shares have outperformed the S&P/ASX 200 index for the first time in four years, according to Lonsec research. As Lonsec's Australian Equities Smaller Company Sector Review noted, the S&P/ASX Small Ordinaries Index returned 10.2% in 2015 ...

Pinebridge absolute return fund rated by Zenith

MARK SMITH  |  TUESDAY, 1 DEC 2015
... research house's '2015 Multi-Asset, Real Return' sector review. This follows an 'Investment Grade' rating from Lonsec Research in its '2015 Alternatives' review. The fund, which is only available through distributors, has also been added to the BT Wrap ...

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
Lonsec Research has appointed a new chief executive following the departure of David Erdonmez in June. Joining the research house is former Energy Industries Super Scheme chief investment officer Matt Olsen. The appointment is effective immediately. ...

Lonsec partners with robo advice provider

STAFF WRITER  |  THURSDAY, 27 AUG 2015
Lonsec Research has partnered with a firm that provides an automated investment service to build model portfolios for its clients. Ignition Wealth will in turn benefit from Lonsec's research in a service that will launch later this year. Lonsec Fiscal ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... and utilities, global investment banking, Australia and New Zealand. PIMCO appoints former Lonsec CEO - Former Lonsec Research chief executive David Erdonmez has moved to PIMCO Australia to head the business's new investment due diligence group. BlackRock ...

PIMCO appoints former Lonsec CEO

STAFF WRITER  |  THURSDAY, 28 MAY 2015
Heading PIMCO Australia's new investment due diligence group will be former Lonsec Research chief executive, David Erdonmez. Erdonmez will be entering the role of senior vice president and account manager at PIMCO, beginning in June. He will report ...

Goldman Sachs bond fund recommended by Lonsec

MARK SMITH  |  WEDNESDAY, 6 MAY 2015
The Goldman Sachs Global Strategic Bond Fund has been awarded a 'Recommended' rating by Lonsec Research in its first review. The unconstrained bond fund has the flexibility to take a more dynamic approach than traditional fixed income funds by allowing ...

Lonsec launches modelling tool

MARK SMITH  |  FRIDAY, 24 APR 2015
Lonsec Research has launched a new tool to help advisers model goals and outcomes for individual clients. The 'Goals-Based Analysis (GBA) tool', is backed by actuarial research and allows financial advisers to analyse different investment strategies ...

Global property securities growth to continue

ALEX BURKE  |  THURSDAY, 9 APR 2015
... strong returns throughout 2015, according to the Lonsec 2014/15 Global Property Securities Sector Review. The Lonsec research, which examined 23 global property securities funds, demonstrated that the sector delivered total returns of 28.4% (outperforming ...