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Investment

Electricity sale fit for fixed income portfolios

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
The long-term lease of New South Wales' electricity network offers opportunities for investors to access defensive, non-cyclical, monopoly style assets.

Don't take our franking credits: Taxpayers Australia

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
Removing dividend imputation will lower returns and favour wealthy overseas investors over local retirees who rely on dividend income and the reduced tax from franking credits, according to Taxpayers Australia.

Certitude Global Investments bought by Ironbark

MARK SMITH  |  TUESDAY, 31 MAR 2015
Ironbark Asset Management has agreed to acquire Certitude Global Investments from its holding company, HFA Holdings with the acquisition expected to be completed on 30 April 2015.

Legg Mason appoints custodian

MARK SMITH  |  TUESDAY, 31 MAR 2015
Legg Mason Australia has appointed RBC Investor & Treasury Services as its custodian and administrator.

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
Advisory and research firm Brightstone Capital Advisors has partnered with actuarial group NetActuary to create model portfolios for retirees.

Principal fund upgraded by Lonsec

DARREN SNYDER  |  TUESDAY, 31 MAR 2015
Principal Global Investors has received a "Recommended" rating for its Global Opportunities Equity Fund after the latest review from investment researchers Lonsec.

Rebalancing almost leads to accidental takeover bid

DARREN SNYDER  |  TUESDAY, 31 MAR 2015
A quarterly rebalancing of indices was blamed for BlackRock accidentally purchasing more than 20% of Monadelphous Group recently.

FIIG launches Amazon-inspired bond platform

MARK SMITH  |  MONDAY, 30 MAR 2015
Fixed income broker FIIG Securities has launched an online ordering system for corporate bonds which simplifies buying and selling bonds in the over-the-counter market.

JPM navigates super funds towards maritime income strategy

MARK SMITH  |  MONDAY, 30 MAR 2015
J. P. Morgan is looking to bring investments in global shipping to Australian superannuation funds.

Perennial fund rated by Lonsec, Zenith

STAFF WRITER  |  FRIDAY, 27 MAR 2015
The Perennial Wealth Defender Equities Limited has received a 'Recommended' rating from Lonsec and Zenith.