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

Funds

10 golden LIC ideas

The last few years has been a golden age for LICs. Starting in 2013, the removal of commissions on unit trusts as part of the “Future of Financial Advice” (FOFA)...
AMH
+6
Patrick Poke
A Rich Life
Fund in Focus

Fund In Focus: Pengana Private Equity Trust

Did you know that 98% of all companies in Europe and the US with revenues in excess of $10 million are not listed? Not only that, but the number of listed companies...
Pengana Capital Group
Pengana Capital Group
Funds
Sponsored

The ultimate ‘flight to quality’ investment strategy has arrived

Diversifying your bond allocation to reach global markets can potentially accelerate returns by adding a layer of currency risk. As evidenced in 2018 – Australian...
Charlie Jamieson
Jamieson Coote Bonds
Funds
Sponsored

Early access to tomorrow's leaders

The Emerging Companies Fund, under joint management by CVC and Evans Dixon, now gives wholesale investors access to the kind of early-stage investment opportunities...
Livewire Exclusive
Livewire Markets
Funds

Platinum and Magellan: Inside the minds of Australia’s most successful global investors

In late December of 2018, I received an email that caught me by surprise. It came from someone I’d never met with an unexpected proposition. The concept was to kick...
James Marlay
Livewire Markets
Funds
Sponsored

Precision engineered for all market conditions

Think of Perpetual’s Diversified Real Return Fund as a powerful all-terrain investment vehicle, precision engineered by Perpetual’s experienced Multi Asset team to be...
Livewire Exclusive
Livewire Markets
Funds

Microcap Fund Manager Review Dec 2018

We take our monthly look at the returns of Australian Microcap Funds. The majority of funds endured double-digit and drawdowns in the Dec 18 quarter. This large...
+3
Mark Tobin
Coffee Microcaps
Fund in Focus

Fund In Focus: Magellan Infrastructure Fund

Infrastructure and utility stocks have been around a long time – the oldest listed utility, Consolidated Edison of the US, traces its listing to 1824. Yet it wasn't...
Magellan Financial Group
Magellan
Funds

Power your diversification in one trade

This week Fidelity International launched its first Active ETF on the Australian Stock Exchange - the Fidelity Global Emerging Markets Fund (Managed Fund) ASX:FEMX....
Alex Duffy
Alex Duffy
Fidelity International
Funds

The Listed Investment Company Showcase

Recently, we had the opportunity to work with the Australian Shareholders Association (ASA) to showcase ideas and strategies from a range of Listed Investment...
+6
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Closing soon: An Exclusive IPO Opportunity

The return of volatility is a good reminder of the risks in equity markets. Firetrail Absolute Return Limited (ASX: FTA) is a new LIC that aims is to smooth out the...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

IPO Closing Soon: Tribeca Global Natural Resources Limited

Investors looking for a professionally managed exposure to global natural resources will soon have a new investment option on the ASX. Last week Tribeca confirmed that...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund In Focus: Alphinity Sustainable Share Fund

Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings...
Stephane Andre
Alphinity Investment Management
Fund in Focus

Fund In Focus: Ardea Real Outcome Fund

When we talk to investors, there seems to be three common concerns around fixed income. Aren’t yields too low? Won’t there be capital losses if rates rise? Is it game...
Gopi Karunakaran
Ardea Investment Management
Funds

A bull thesis for the short, medium and long-term

Supply and demand dynamics are a key driver of long-term commodity prices. Recent examples of supply side disruption in both thermal coal and zinc have resulted in...
Livewire Exclusive
Livewire Markets
Fund in Focus
Sponsored

Fund in Focus: A new tool for Livewire members

We recently conducted a survey asking readers, “What's the biggest challenge you face when it comes to investing?” One common response was: Knowing who to invest with...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Tribeca: Delivering returns in good and bad markets

Tribeca Investment Partners has launched the IPO for a new Listed Investment Company offering access to the $9 trillion global natural resources sector. The team at...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Thinking about investing in LICs?

Investors have more choice than ever before to access different asset classes and investment strategies through the fast-growing Listed Investment Companies sector. If...
+3
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Tribeca: A specialised approach to natural resources investing

Craig Evans, Portfolio Manager of the Tribeca Global Natural Resources Fund, estimates that his fund’s global opportunity set is $9 trillion in size, and includes...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund In Focus: Centennial Asset Management

Centennial Asset Management was founded three years ago by myself together with Gary Joffe and Glen Poswell. We are a long/short equity fund focused on ASX small caps....
Matthew Kidman
Centennial Asset Management
Funds
Sponsored

A more evolved way for stable monthly income

Income investors often use local ‘blue-chip’ stocks in their strategy. But not only is this getting riskier, an evolving market is presenting more sophisticated...
Livewire Exclusive
Livewire Markets
Fund in Focus

Fund In Focus: Avenir Global Fund

Over a 12-month period, 35% of the companies in the S&P500 saw their share price change by more than 50%. 73% saw their share price change by 30%. That volatility is...
Adrian Warner
Adrian Warner
Avenir Capital
Fund in Focus

Fund In Focus: Eley Griffiths Group Small Companies Fund

Founded 15 years ago, Eley Griffiths Group is an independent, staff owned, small-cap fund manager. Our investment process has been tested through all market...
Eley Griffiths
Eley Griffiths Group
Fund in Focus

Fund In Focus: Pendal Income & Fixed Interest funds

The world can’t handle higher interest rates. Volatility is back and will continue to rise. If you’re an investor overextended in the risk curve, this will be...
Vimal Gor
Vimal Gor
Pendal Group
Fund in Focus

Fund In Focus: Wilson Asset Management

Wilson Asset Management (WAM) was founded in 1997 by Geoff Wilson. Since then, WAM has gone on to launch seven LIC’s with over $3 billion in shareholder capital. The...
WAA
WAM
WAX
+3
Chris Stott
Chris Stott
Portfolio Manager
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