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Funds

Discover listed and unlisted funds with expertise across the full spectrum of markets.

Income Series

Growth AND income: Getting the best of both worlds

Investors seeking income generally do so at the expense of growth. After all, a dollar returned in income, is a dollar not reinvested. But the 'Fourth Industrial...
Livewire Exclusive
Livewire Markets
The Rules of Investing

The complete guide to LICs with Daryl Wilson

'Buying a dollar for 80 cents' is an old investing cliche that's rarely taken literally these days. In a bygone era, 'net-nets' - stocks trading below the value of...
+13
The Rules of Investing
Livewire Markets
Income Series

5 killer ETFs for your income portfolio

Considering Australian investors' thirst for yield and the growing popularity of exchange-traded funds, it may surprise some to learn that around 20% of ETFs listed...
+4
Ally Selby
Livewire Markets
Expert Insights

4 places to shop in a pricey market

In a previous wire, Lucerne’s Anthony Murphy and Michael Houghton warned that rising inflation and a reversal of excessive valuations could take the steam out of risk...
Livewire Exclusive
Livewire Markets
Funds

Adrian Redlich: Capital for agriculture

Adrian joins the podcast again to discuss Merricks Capital's new agriculture fund. A senior secured loan strategy that provides lending to agricultural assets whilst...
David Clark
Koda Capital
Income Series

Exchange Traded Funds step in as usual income sources prove costly

As if it was not hard enough for income-seeking investors, global interest rates were plumbing all-time lows at the start of 2020, even before the pandemic hit....
Arian Neiron
VanEck
Funds

LIC Dividend Stocktake

In the September 2021 edition of the IIR LMI Monthly, we review some of the key news events and do a dividend stocktake post the FY21 reporting seasons. As a whole,...
Claire Aitchison
Independent Investment Research
Funds

Finding the large-caps of tomorrow in a small-cap fund

The range of global mid- and small-caps is a far flung galaxy, so you'd best pay attention or you'll miss the next rocket ship. The best and biggest stocks in the...
James Abela
Fidelity International
Funds

Fifty Shades of Green

The first step in the investment process is to adequately gauge a client’s objectives and constraints through the development of an Investment Policy Statement (IPS)....
Hayden Nicholson
Hayden Nicholson
Bell Potter Securities
Buy Hold Sell

Buy Hold Sell: 6 cracking ASX-listed income funds

Warren Buffett once said that "if you don't find a way to make money in your sleep, you will work until you die". While some may find this adage crude, it is a...
+3
Buy Hold Sell
Livewire Markets
Income Series

How to use LICs/LITs for income (and 3 we like)

Many investors look to ASX Listed Investment Companies (LICs) for their ability to pay regular income. Given the incredibly strong market since April 2020, many LICs...
+5
Daryl Wilson
Affluence Funds Management
Funds

6 lessons from our wild, 50-bagger Afterpay ride

I met Nick Molnar for the first time in 2017. I had walked out of a meeting with a founder now considered one of Australia’s best-ever CEO entrepreneurs. But back at...
Andrew Mitchell
Ophir Asset Management
Funds

Catherine Allfrey: How to identify superior corporate DNA

Since its inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX...
David Clark
Koda Capital
Funds
Sponsored

A winning approach to biotech

Horizon 3 Biotech is an AU$100m venture capital fund investing to improve lives globally through investments in public and private later-stage companies targeting a...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

A sustainable theme benefiting from global mega trends

There is no economy without water, and no sustainable economy without waste management. Fidelity's Sustainable Water & Waste Fund offers an opportunity for investors...
Fidelity International
Fidelity International
Funds
Sponsored

A pure-play debt fund for regular monthly income

Private debt is a well-established asset class for income, and commercial real estate (“CRE”) debt sits within this segment. As investors seek income and yield in this...
Livewire Exclusive
Livewire Markets
Funds

Hamish Douglass - The behaviours of great investors

In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s...
David Clark
Koda Capital
Funds

How the chase for yield is benefitting alternative asset managers in a BIG way

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at alternative asset managers...
CGF
Sam Armstrong
Barwon Investment Partners
Funds

LICs and LITs: Strong earnings see dividends roll in

In the August edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on Antipodes Global Investment Company Limited (ASX: APL),...
+3
Claire Aitchison
Independent Investment Research
Funds

Phil Green on sharing lessons and building resilience

In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock &...
David Clark
Koda Capital
Funds
Sponsored

Your pass to the world's best businesses

Claremont Global is a boutique fund manager owning the best 10 – 15 companies globally. Over the last three years the Fund returned 22.3% p.a., an outperformance of...
Livewire Exclusive
Livewire Markets
Funds

The chart the media doesn't show you about LICs and LITs

The chart on LICs you don’t see in the media Just as all leading equities market indices are based on a market cap weighted methodology, on a FUM or market cap...
Rodney Lay
Rodney Lay
Risk Return Metrics
Funds

Is your fund manager skilful or just lucky?

There is no doubt in the world of sport that the likes of 20-time tennis Grand Slam winner Roger Federer outperforms because of skill, not luck. When investors...
Andrew Mitchell
Ophir Asset Management
Funds

The new economic cycle

For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...
Pengana Capital Group
Pengana Capital Group
Funds

Risk Return Metrics ETF Monthly Report - August 2021

The Australian ETF sector has recorded exponential growth over the last 18-months and, by some estimates, is on track to reach $140bn by 2021 year-end. More recently,...
Rodney Lay
Rodney Lay
Risk Return Metrics
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