Sponsored Wire

In Focus: Aitken Investment Management

Charlie Aitken

We’re undergoing a period of rapid change. In a world where technology makes up 20% of the MSCI World Index, investors’ portfolios should reflect the future, not the past. This means looking beyond the ASX 200, where technology has a weighting close to zero. Show More

Join the conversation

In Focus: Cooper Investors

Christopher Dixon

Peter Cooper founded Cooper Investors in 2001. Through a long-only, employee-aligned equity strategy, we’ve been able to deliver 17 years of outperformance. Since inception, our Global Equities Fund (Hedged) has delivered returns of over 310%, or 152% over the MSCI AC World Index. Show More

Sponsored Wire Fund In Focus cooper investors

In Focus: Quay Global Investors

Chris Bedingfield

Quay Global Investors is a boutique investment manager focused on wealth preservation and creation through innovative strategies in real estate securities. Since inception, the fund has returned 14.22% to its investors, 4.77% over the benchmark. Show More

Sponsored Wire Quay Global real estate Fund In Focus

In Focus: Fidelity Asia Fund

Catherine Yeung

In 2005, Fidelity launched its Asia Fund to give clients access to growth opportunities in the Asian region. It’s since delivered an annualised net return of 10.84% (2.22% over benchmark). Show More

Sponsored Wire Fidelity International Fund In Focus

A message for SMSF investors

Livewire Exclusive

Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash. Ashley Burtenshaw, Partner at Gryphon Capital Investments, says these assets are increasingly correlated under the label of ‘risk-on assets’, reducing the benefits of diversification. Show More

income Sponsored Wire ASX:GCI Gryphon Capital

Join the conversation

Recommending the Gryphon Capital Income Trust

Simon Fletcher

The domestic Residential Mortgage-Backed Securities (RMBS), and broader securitisation market has historically been restricted to institutional investors. However, the Gryphon Capital Income Trust (GCIT) offers a unique investment opportunity in providing exposure to this market for retail investors. Show More

Where else can you get the possibility of a 7% yield these days?

John Murray

Once upon a time, investors seeking a reliable 7% yield from their investment could simply park their cash in a term deposit. These days, yields on those products are a shadow of their former selves, barely even keeping ahead of inflation. Show More

New global equities fund targets 4.5% distribution

Roger Montgomery

Montgomery Global’s investment team is launching a new Exchange Traded Managed Fund that will be quoted on the ASX next month. Montgomery Global Equities Fund (ASX: MOGL) will share the investment strategy of the successful Montgomery Global Fund, which delivered an after fees return of 30.38% since inception, beating its... Show More

global investing Sponsored Wire

40 global stocks hand-picked for you by Perpetual

Perpetual Limited

Perpetual’s Global Equities team are “true to label” value stock pickers. They use a tried-and-tested methodology, developed at Perpetual over 50 years, to uncover companies with the greatest long-term potential. Garry Laurence, Portfolio Manager, says “As an active, value manager, with a bottom-up investment process, we do not attempt to... Show More

perpetual global equities Sponsored Wire

Platinum's innovative new products now live

Platinum Asset Management

Platinum Asset Management’s new Quoted Managed Funds began trading on the ASX yesterday. The Platinum International Fund - Quoted Managed Fund (ASX:PIXX) and the Platinum Asia Fund - Quoted Managed Fund (ASX:PAXX) will be structured as feeder funds into Platinum’s two flagship unlisted funds, the Platinum International Funds (PIF) and... Show More

Magellan Global Trust IPO Now Open

Magellan Asset Management

The Magellan Global Trust is a new investment vehicle to be listed on the ASX that is designed to offer investors a steady income stream from a global equities investment fund; specifically, a target cash distribution of 4% p.a. Other features include a reinvestment plan that provides a 5% discount... Show More

Now Open: Stockbroker Asset Allocation Survey

Schroders Australia

Results from the inaugural stockbroker asset allocation survey were published in April this year. It’s the only information available on how this important part of the market is implementing portfolios. Three interesting points to arise were that generating income was listed as the most important objective, portfolios were heavily skewed... Show More

Schroders Australia Sponsored Wire

Webinar: MCP Master Income Trust IPO

Livewire Equities

Metrics Credit Partners has announced confirmed demand of over $400 million for the initial public offering (IPO) of the MCP Master Income Trust (ASX: MXT), making it one of the largest listed managed investment raising in Australia to date. This webinar provides an overview of the offer and investment process. Show More

Cabcharge presses the ‘reset button’

Livewire Exclusive

Cabcharge CEO, Andrew Skelton, says that “Cabcharge is now a reset business. We have improved our service offering, expanded our fleet, upgraded our infrastructure, divested non-core assets and strengthened our balance sheet. We are now ready to invest in additional marketing and technology to promote and advance the benefits of... Show More

ASX:CAB Sponsored Wire

Join the conversation

How to Change the Climate of Ignorance

Morphic Asset Management

In 2017 there is a narrative of "alternate facts" and "two sides to the story" on things such as climate change. Well, there aren’t two sides to the story on gravity, nor are there two sides on climate change. Morphic will be hosting two presentations in Sydney where Mark Fulton,... Show More

climate change Sponsored Wire ASX:MEC

Do good, feel good and make money

Morphic Asset Management

One of the more controversial parts of our new ethical LIC is the ability to short sell the negatively screened stocks. We are very comfortable about this. Consider this fact: If you take all the “proven and probable” oil, gas and coal reserves in the world and burnt them, estimates... Show More

ethical investing Sponsored Wire

Initial Public Offer: Morphic Ethical Equities Fund Limited

Morphic Asset Management

Morphic Asset Management has announced the IPO of a new ethically focused listed investment company (LIC). Chad Slater and Jack Lowenstein, the founders of Morphic Asset Management, believe that the way you invest does make a difference to the future of the world. Show More

A new income option for Australian SMSFs and Retirees

Dr Don Hamson

Plato Income Maximiser Limited (ASX:PL8), a new Australian shares Listed Investment Company (LIC) with a high-income focus, has just launched. Show More

Balance your desire for returns with risk management

Perpetual Limited

Perpetual’s Diversified Real Return Fund offers investors a compelling combination of intelligent diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation, over rolling 5-year periods, before tax and fees. Michael O’Dea, Head... Show More

Sponsored Wire Sponsored Content

Decimal to Digital: Lessons from 50 years of investing in Australian shares

Perpetual Limited

The 50-year history of Perpetual’s Industrial Share Fund tells its own story about Australia. It’s one of change and turmoil … but also one of ever-growing prosperity. Above all, it’s a story of the life-changing rewards that investors can reap from investing in Australia through patience and an active, questioning... Show More

perpetual ASX:PPT Sponsored Wire Decimal to Digital ebook