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Showing 5771 - 5780 of 28263 results for "NOT"

Good year for active managers in fixed income

KANIKA SOOD  |  FRIDAY, 16 JUL 2021
... were index recommended at April end. A further 10 were approved, two were under review (both AMP Capital funds) and 44 were not rated. During the period, Zenith upgraded five funds, but the majority (44) did not see a rating change. The six highly recommended ...

Zenith introduces ESG classification

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... been applied across all asset classes which allows advisers to identify the level to which any fund incorporates ESG, and not just those funds branded as pursuing responsible, ethical or sustainability aim," he said. The research team typically combines ...

WAM Global performance rises

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... acquire the Templeton Global Growth Fund (TGG). WGB is already a shareholder in TGG and wants to acquire the shares it does not hold. In March, TGG said it was considering a range of options to salvage shareholder value after a period of poor returns ...

Retirement portfolios need a rethink: Research

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... automatically become more risk averse and should move away from risky, growth-style assets and move towards defensive assets. We do not agree." Martin Currie believes sufficient income for life focuses on achieving a high and stable franked income stream ...

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
... Assisting Michael Hodge also noted that AMP would dial down fees for orphaned clients rather than issue a disclosure statement not because those clients were being charged fees for no service, but that a disclosure statement might prompt the client to ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
A former head of wholesale at Fidelity is joining the platform provider's distribution team. Andrew Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably ...

AMP Capital fund reduces fees, secures major loan

KARREN VERGARA  |  THURSDAY, 15 JUL 2021
AMP Capital's Community Infrastructure Fund (CommIF) is shaking up its management fee structure and has announced that it secured a major loan for one of its key assets. The $1.4 billion fund told shareholders that from August 1, management fees ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but is also an opportunity for partner firms ...

IFM airport bid falls over

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... Barrenjoey and UBS advising. After an assessment of the offer, Sydney Airport today advised investors that the proposal is not in the best interests of securityholders. Sydney Airport boards unanimously concluded that the proposal undervalued Sydney ...

Alternatives, equities dominate mandates

KANIKA SOOD  |  WEDNESDAY, 14 JUL 2021
Not-for-profit superannuation funds appointed 377 mandates in the 12 months ending March, with alternatives and Australian equities winning the lion's share. By number, alternatives mandates were the popular (46% of 377), followed by equities (29%) ...