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Showing 621 - 630 of 1613 results for "Recommended"

Adviser demand drives new CFM strategy

ALEX BURKE  |  MONDAY, 25 SEP 2017
... financial advisers drove Capital Fund Management to launch a new diversified strategy, which has already been rated "Recommended" by Lonsec. The CFM IS Trends Trust has been produced exclusively for the Australian market and employs alternative beta ...

VanEck Australia makes first billion

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... but on solid investment strategies which deliver clearly defined investment results." Of VanEck's 14 ETFs, eight are recommended by Lonsec, while its most popular smart beta ETF - the VanEck Vectors Australian Equal Weight ETF (MVW) - is highly recommended. ...

More time needed for TBAR transition: SMSFA

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... was hardly surprising given the amount of regulatory reform currently impacting the SMSF space. The association has recommended that during the transition period, reporting should be limited to fund members with a super balance of more than $1 million ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
... reporting requirements have also provided the ATO with greater information around super accounts. The association recommended the Government amend the current legislation to permit the Commissioner of Taxation to pay unclaimed money to an individual's ...

Australian investment firm opens London office

EMMA RAPAPORT  |  FRIDAY, 25 AUG 2017
... corporate access." The Antipodes Global Fund and the Antipodes Global Fund - Long Only was recently upgraded to "highly recommended" by Zenith Investment Partners and "recommended" by Lonsec.

Charter Hall launches new office fund

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... credit-rated tenants on long leases," Bennett said. The fund is the third for which Charter Hall Direct has received a 'recommended' or 'highly recommended' rating from Lonsec.

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... Shellshear said Aleda is suitable to investors ranging from millennials to 65-year-olds as well as SMSFs, but is not recommended for retirees as it doesn't offer income-based strategies. Jason Holdsworth, also a director at Aleda, said anyone can invest ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... be a lack of detailed enquiry into the client's personal circumstances, financial needs and objectives when it was recommended they switch products. SoAs were also found to contain further general templated information. Further concerns cited by the ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
... commenced reporting on the Australian equities separately-managed accounts (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction Portfolio ...

RARE expands to meet growing demand

EMMA RAPAPORT  |  THURSDAY, 27 JUL 2017
... excited to have someone of Jenny's calibre join our team," Williams said. The appointment follows the awarding of a "recommended" rating for RARE's Global Listed Infrastructure Fund, Infrastructure Value Fund and Emerging Markets Fund by ratings house ...