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Showing 561 - 570 of 574 results for Kerrie Sydee

Lonsec and Zenith upgrade Fidelity ratings

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
Lonsec has upgraded the Fidelity Future Leaders Fund to "Highly Recommended" and Zenith has increased its rating of Fidelity's Australian mid- and small-cap fund managed by James Abela to "Recommended". In a statement Lonsec said, "James Abela is a ...

Colchester receives Lonsec and Zenith rating

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
Colchester Global Investors has received a "Highly Recommended" rating from Lonsec and a "Recommended" rating from Zenith. The ratings coincided with the recent appointment of Angela MacPherson, who will be taking on the role of head of distribution ...

AMMA adds voice to superannuation choice

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
AMMA (Australian Mines and Metals Association) has welcomed proposed legislation to ensure unions cannot stop Australian employees choosing their own superannuation fund. In response to the Superannuation Legislation Amendment (Choice of Fund) Bill ...

Cbus partners QIC for options program

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
Cbus has introduced a new options program allowing it to manage risk for members in its superannuation products with listed equity exposure. The program will manage a portfolio of exchange-traded equity options for the Australian and major international ...

Trilogy Trust added to Powerwrap platform

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
The Trilogy Monthly Income Trust has been approved for inclusion on the Powerwrap platform through the Smartwrap Investment Account. The trust is designed to provide investors with exposure to the returns available from investments in loans secured ...

Research shows ethical investing at tipping point

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
Six million working Australian's are "highly ethically active" according to research conducted by Australian Ethical, which the asset manager said would lead to mainstream products adopting tighter ESG screens. Australian Ethical predicted that the ...

Fullerton Fund Management appoints head of multi-asset strategies

KERRIE SYDEE  |  FRIDAY, 18 MAR 2016
Fullerton Fund Management has appointed Pranay Gupta as head of multi-asset strategies Singapore. Gupta joins Fullerton Fund Management from Lombard Odier and ING Investment Management where he held the position of chief investment officer. Prior to ...

Mercer calls for total retirement income perspective

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
In response to the Federal Government's objective of superannuation discussion paper Mercer called for clear short and long term objectives to provide secure retirement for all Australians. In a statement Mercer welcomed the government's invitation ...

KPMG appoints wealth management and compliance director

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
KPMG has appointed Cecilia Storniolo as director of wealth management compliance and conduct. Storniolo joins KPMG from BT Financial where she was a key account manager. Prior to this she worked as a senior policy manager with the Financial Services ...

IOOF WealthBuilder options get highest Lonsec ratings

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
Lonsec has rated five of IOOF WealthBuilder's investment options as 'Highly Recommended' and 'Highly Recommended (Index)', the highest possible ratings. The 'Highly Recommended' rating indicates that Lonsec has very strong conviction that IOOF WealthBuilder ...