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Showing 1 - 10 of 28 results for "Lonsec rating"

Boutique launches Aussie equities fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
... running as an SMA since 2007, has delivered annual gross yield of 6.6% over the period at July end. It got the highest Lonsec rating "highly recommended" after a review earlier this month. "The fund targets quality companies at attractive prices that ...

New Aussie ETF to invest in FAANGs

KANIKA SOOD  |  FRIDAY, 21 FEB 2020
... company will start with retail distribution through wealth and investment advisers, and brokers. It will seek a Lonsec rating after a few months of trading, to get access to the intermediary channel. Walesby said it could get to $50 million by this time ...

Charter Hall industrial fund scores top Lonsec rating

HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
Charter Hall's Direct Industrial Fund No.4 (DIF4) scored Lonsec's top rating. The independent research house rated DIF4 as Highly Recommended, noting its portfolio was 100% occupied by "high-quality tenants" and was well positioned in terms of future ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
A Paris-based investment manager which specialises in alternative beta strategies is eyeing opportunities in Australia with views to opening a Sydney office next year. Speaking at a media lunch in Sydney yesterday, Capital Funds Management (CFM) president ...

Insight fund recommended

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... and New Zealand, Bruce Murphy said the rating adds to the firm's well-established reputation in Australia. "The Lonsec rating recognises Insight's solid track record of multi-asset investing and our robust investment process. It is widely acknowledged ...

SPDR fund awarded highest Lonsec rating

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
State Street Global Advisors' SPDR S&P/ASX 200 Fund (STW) has been awarded a "Highly Recommended (Index)" rating from Lonsec. STW is Australia's largest exchange traded fund (ETF) with $2.8 billion AUM and is used by retail and institutional investors ...

Monash fund receives Lonsec rating

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
The Monash Absolute Investment Fund has been awarded a 'Recommended' rating from Lonsec. Monash Investors co-portfolio manager Simon Shields said the rating is a welcome affirmation of the fund's unique attributes and investment approach. "Monash Investors ...

CFM alternative beta fund gets Lonsec approval

MARK SMITH  |  MONDAY, 18 JUL 2016
... quantitative hedge fund investing." Winston Capital Partners, the local distributor of CFM ISDiversified, said the Lonsec rating was a pleasing win and follows other notable recent milestones. In addition to the Lonsec rating, the Fund has received a ...

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 ...

BT multi asset fund gets top Lonsec rating

MARK SMITH  |  TUESDAY, 1 MAR 2016
Lonsec has upgraded the BT Active Balanced Wholesale Fund to 'Highly Recommended' - its highest possible rating. In its latest research report on the fund managed by Martyn Wild, Lonsec said the fund is "considered to be reasonably well resourced and ...
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