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

Funds

A growing income opportunity with the benefit of diversification

The global bond market is enormous, estimated at about US$120 trillion, while in Australia the corporate bond market makes up 60% of the market cap of the entire ASX....
Livewire Exclusive
Livewire Markets
Rapid Fire

Five high-conviction themes Joseph Lai says will drive the emerging market equity rebound

When it comes to investing and markets, there's a necessity to talk about the averages. And in the context of 2021, no doubt you've seen multiple headlines declaring...
James Marlay
Livewire Markets
Funds
Sponsored

Superior returns and no fixed fee

Boutique by design and bespoke in nature, The Collins St Value Fund* has delivered a 19.5% p.a. net of fee return to its investors since inception in 2016. The...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Sustainable earnings in high growth markets

The Asia region has long been the engine of global growth. FSSA Investment Managers’ Asian Growth Fund gives you access to the world’s fastest-growing markets, with a...
First Sentier Investors
First Sentier Investors
Fund in Focus

Why commercial real estate debt is becoming a hot income asset class

Even though investors are confronted with an ultra-low interest rate environment, high-income opportunities still exist. In this Fund in Focus, LARK Asset Management's...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

How the growing Australian property market could add income to your portfolio

The growth in value of the Australian residential property market over the past year has been beyond many forecasters’ expectations. With the aid of the government...
Philip Ryan
Trilogy Funds
Income

2 provider-approved ETF portfolios for sustainable returns and income

Exchange-traded funds are diversified, liquid, cheap and transparent, says VanEck Australia's deputy head of investments and capital markets, Jamie Hannah, making them...
+6
Ally Selby
Livewire Markets
Expert Insights

How to find global small-cap winners

There are few absolutes for investors. A company can possess bucketloads of customer goodwill, dominate in a high-entry barrier industry, have top-notch management and...
Livewire Exclusive
Livewire Markets
Income

How Magellan’s Brett Cairns approaches innovation

For Magellan’s Brett Cairns, understanding innovation came from an unusual source: a story about McDonald's' milkshakes written by Harvard professor Clay Christensen....
Livewire Exclusive
Livewire Markets
Fund in Focus

How this income manager struck 42% upside by going global

Global hybrids are a fresh frontier among income opportunities offering strong, risk-adjusted returns. While Australian investors may be familiar with domestic hybrids...
Livewire Exclusive
Livewire Markets
Income

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

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

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

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
626-650 of 984