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Financial Planning

ASIC publishes guideline for super investors

The Australian Securities and Investments Commission (ASIC) has joined forces with ratings agencies Assirt, Morningstar, SelectingSuper and SuperRatings to produce a series of long-term performance figures for typical superannuation funds.

It takes two to get Deutsche a 'recommended' strategy

Following the merger of its Paladin and Sentinel listed property trust (LPT) teams Morningstar has given Deutsche's LPT strategy a 'recommended' rating saying the firm now has one of the best resourced if not the best resourced Australian LPT teams around.

SAITeysMcMahon crack $1 billion in FUM

SAITeysMcMahon, the boutique manager specialising in unlisted properties and agribusiness, has just past the $1 billion mark in funds under management (FUM).

Portfolio Partners Australian Equities Trust an average performer

Morningstar research has given the Portfolio Partners Australian Equities Trust an 'investment grade' rating due to the product's high short-term volatility and average long-term performance.

Babcock & Brown launches new Japanese property fund

AAP  |  MONDAY, 21 FEB 2005
Global investment firm Babcock & Brown Ltd today announced it would raise approximately $300 million in an initial public offering for a new listed fund, Babcock & Brown Japan Property Trust.

Investors warned over chasing alpha returns in a moderating market

van Eyk predicts the role of the active fund manager will take on more significance as the equity and property markets are set to deliver more moderate returns in the coming year.

Macquarie launches new co-investment fund

Macquarie has announced the introduction of a new broad based co-investment fund that aims to raise $1.0 billion via an offer of 250 stapled securities priced at four dollars each with settlement able to be made in two equal installments.

Morningstar announces 2004 Fund Manager of the Year awards

Morningstar has released its award list for the 2004 Fund Manager of the Year and has bestowed the top overall prize to Perpetual Investments.

Morningstar downgrades Merrill Lynch Australian equities fund

Morningstar Research has downgraded its recommendation of Merrill Lynch's Wholesale Australian Share Fund from 'investment grade' to 'hold' after expressing concerns over the instability of the fund's investment team.

Vanguard picks up global listed property mandate

The New Zealand Superannuation Fund has awarded a NZ$100 million mandate for a global listed property portfolio to Vanguard Investments Australia.