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Showing 721 - 730 of 1613 results for "Recommended"

Lonsec rates Altius bond funds

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
Two Altius bond funds were recently awarded 'Recommended' ratings from Lonsec. Both the Altius Bond Fund and the Altius Sustainable Bond Fund received the rating, with Lonsec noting strengths such as "the stability and experience of the team" and that ...

Global investment landscape needs rethink

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
... Australian investors in March 2016 and is focused on established and early-stage multinationals. The fund recently Recommended ratings from Lonsec and Zenith, and a Highly Recommended from SQM. Budden said developing economies are becoming a formidable ...

Zurich fund receives first rating

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... Zurich Financial Services Australia's Emerging Markets Equity Fund has received its first rating from Zenith. Rated 'Recommended', Zenith noted the fund's unique focus on companies with sustainable high dividend yield and its ability to outperform low ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
... The Legg Mason Martin Currie Equity Income Trust and the AB Managed Volatility Equities Fund have received highly recommended ratings from Lonsec in the research house's latest review. Launched in 2011, the Legg Mason Martin Currie Equity Income Trust ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
... Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
... services offered were likely to have been affected by: "commissions or other benefits received from the issuer of recommended financial products; and "conflicts of interest arising out of the group's associations or relationships with issuers of financial ...

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 ...

Lonsec increases global exposure

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... levels of long-term expected performance across most asset classes, including Australian equities, with the bulk of the recommended equity allocation now focused on global shares. Chief investment officer Lukasz de Pourbaix said the key factors influencing ...

ASIC bans fraudulent adviser

KERRIE SYDEE  |  FRIDAY, 23 SEP 2016
... Madhoji's actions resulted in 14 clients collectively losing $3,251,281. These losses were suffered by Madhoji using his recommended trading strategy. In a bid to conceal his losses Madhoji made false statements to his licence holder Redwood Capital ...

Super inefficiencies coming to the fore

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
... and system participants. Super industry representative groups ASFA and AIST, among numerous other submissions, have recommended the Commission drop several criteria and indicators as a means to rationalise the review and deliver more meaningful conclusions. ...