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Showing 71 - 80 of 106 results for "Income Trust"

Legg Mason Brandywine fund awarded top rating

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
The Legg Mason Brandywine Global Opportunistic Fixed Income Trust has been awarded a 'Highly Recommended' rating from research house Zenith. The product was the only one to achieve the top rating in Zenith's 2015 sector review of global fixed income ...

QE tapering fears spark $1 billion flight from bonds

MARK SMITH  |  WEDNESDAY, 28 AUG 2013
... Opportunities is the stand-out beneficiary with inflows of more than $305 million. Schroder Fixed Income, Perennial Tactical Income Trust, PIMCO EQT Diversified Fixed Interest and PIMCO EQT Australian Bond Fund have also posted inflows of more than $200 ...

Dividend stocks ideal for SMSFs

MARK SMITH  |  WEDNESDAY, 6 MAR 2013
... zero rate tax payers to further increase the dividend stream," Birtles explained. The Legg Mason Australian Equity Income Trust fund is designed to give investors access to stocks with a sustainable yield and high quality characteristics. Since inception ...

SQM upgrades Trilogy income fund

MARK SMITH  |  TUESDAY, 11 DEC 2012
The Trilogy Monthly Income Trust (TMIT) has been upgraded following a review by SQM Research. The research house has granted the fund a 3A1/2 star rating, up from 3A1/4 stars, following "continued outperformance of its peers and benchmark index". SQM ...

AUI calls it quits on two mortgage trusts

BEN COLLINS  |  THURSDAY, 8 NOV 2012
... forced the closure of two mortgage trusts. Australian Unity Investments (AUI) decided yesterday to close its Mortgage Income Trust (MIT) and Wholesale Mortgage Income Trust (WMIT). All capital will be retuned to investors through regular payments over ...

AUI winds up High Yield Mortgage Trust

CLAIRE MCGREAL  |  MONDAY, 12 DEC 2011
... 2014, said AUI. Meanwhile the firm also said it would continue to focus on growing its more conservative Mortgage Income Trust. "The Mortgage Income Trust remains an important part of the investment portfolio of its investors, and given feedback from ...

Legg Mason funds plug retiree gap

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
Legg Mason targets retirees with its real income and Australian equities income trust funds, changing from the 'usual' accumulation versus de-accumulation design to better accommodate advisers and their clients. Legg Mason said in their white paper ...

IOOF adds insurance, offers more low-cost options

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... classes and underlying investment options including: Global Fixed Interest - Brandywine Global Opportunistic Fixed Income Trust Property - Zurich Investments Global Property Securities Fund Class D Global Shares - Five Oceans World Fund - Class A Australian ...

Perennial tactical move pays off

ELISE BURGESS  |  TUESDAY, 8 MAR 2011
Less than two years since launch, the Perennial Tactical Income Trust has raised almost $100 million, appealing to financial advisers drawn to the fund's approach to fixed interest. Since the fund's inception in June 2009, it has returned about 11 per ...

Be wary of lowball offer: AUI

JOHN MCDULING  |  FRIDAY, 15 OCT 2010
... wary of an offer from Direct Share Purchasing Corporation (DSC) to purchase units in the Australian Unity Mortgage Income Trust. The DSC offer is 80 cents per unit, a 20 per cent discount on the unit price of $1.00. David Bryant, head of AUI, has urged ...