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
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
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
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
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
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
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
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
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 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
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
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
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
Plato Income Maximiser Limited (ASX:PL8), a new Australian shares Listed Investment Company (LIC) with a high-income focus, has just launched. Show More
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
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
After a year in which reality has managed to surpass even seemingly unlikely calls – with the Brexit surprise and the US election outcome – the common theme for our Outrageous Predictions for 2017 is that “desperate times call for desperate actions”. 2017 could be the year where China exceeds... Show More
The single best way to generate strong returns is to identify stocks that are trading a long way from their fair price. This not only generates better results, but also creates a margin of safety that helps us hit our 80% success rate benchmark. As our objective at Monash Investors... Show More
Market risk is building, despite a lack of evident market volatility. The recent poor performance of REITs highlights the significant repricing that is possible if central banks lose their influence over rates markets. Low, steady returns at least imply capital preservation, at a minimum, as well as the liquidity to... Show More
In this report, Fidelity International describes three demographic megatrends that could provide powerful tailwinds for a long-term investing strategy. Firstly, population growth continues unabated. After reaching 7 billion in 2011, we are on track to reach 8 billion in 2025 then 9 billion by 2050, with most of this coming... Show More