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Financial Planning

Schroders sticks with long term investment strategy

At its 2004 Researcher Investment Briefing, Schroders outlined its preferred investment strategy citing concerns that domestic cyclical stocks are overvalued and favouring stocks with low leverage and strong cash flow.

Challenger settles acquisition of Associated Planners

Challenger Financial Services Group confirmed on Friday it had paid $91.3 million for the acquisition of Associated Planners.

Master trusts bounce back; Selecting Super

After several years of low returns, superannuation master trusts have bounded back, posting strong crediting rates across the range of investment options, the latest super fund performance data from Selecting Super has revealed.

5 BT funds rated "A New"'; S&P

Standard & Poor's has assigned "A New" ratings to five Australian equity funds managed by BT Financial Group, including its Wholesale Core Australian Share Fund and Wholesale Imputation Fund.

Ausbil Aust Equities fund "highly recommended"; Zenith

Zenith Investment Partners has reviewed Ausbil's Australian equities product and given it a "highly recommended" rating, adding the product to its 'best of breed' category.

Perpetual and CBA talking Symetry sale

Perpetual Trustees announced on Thursday it is in discussions with the Commonwealth Bank regarding the sale of platform operator Symetry.

Court green lights Challenger's acquisition of Associated Planners

Challenger Financial Services Group announced on Thursday the acquisition of Associated Planners Group had received unconditional approval from the News Wales Supreme Court.

St George Bank prices $300 mln in FRTDs at 62 bps over CGS

AAP  |  THURSDAY, 12 AUG 2004
St George Bank announced today the pricing of its $300 million Fixed Rate Transferable Deposits (FRTDs) issue.

Investor Group acquires MGI Wamstekers for merger

AAP  |  THURSDAY, 12 AUG 2004
Financial services firm Investor Group said on Wednesday it had acquired Sydney-based accountancy firm MGI Wamstekers.

Boutique's attracting the top talent; van Eyk

Personnel, not just performance is driving the trend towards boutique fund managers, Steven van Eyk says.