Leaders

Australian equities investment manager, DNR Capital, today announced that the newly launched DNR Capital Australian Equities Income Fund is now available to financial advisers through three leading investment platforms – Macquarie Wrap, Netwealth and HUB24. The fund, which is managed and led by chief investment officer Jamie Nicol and portfolio manager Scott Kelly, under the…

OK, so you want to own a big global diversified bulk miner, to take advantage of the impending commodities boom – let’s take a look at the contenders, BHP and Rio Tinto. Here’s the tale of the tape. BHP (BHP, $36.35)Market capitalisation: $183.7 billionOne-year total return: +6.9%Three-year total return: +17.9% a yearFive-year total return: +14.2%…

One of the great investment success stories of the last 25 years has been the exchange-traded fund (ETF), which got under way in the early 1990s as a vehicle offering access, in one listed stock, to the entire stock market through tracking an index. Gone were the worries of paying “active” management fees and failing…

The quality of tenants will be key in commercial property.

How the Rajiv Jain-led GQG Partners have hidden.

Michael LaBella, Head of Investment Strategy at QS Investors.

The possibility for government to increase superannuation taxes in response to the ballooningbudget deficit caused by COVID-19 could severely hurt member balances at retirement, according toa research note by the global implementation specialist manager Parametric. Raewyn Williams, Head of Research (Australia) and Analyst Josh McKenzie, in a short paper titled“Will retirees pay the price for…

Melbourne: ESG (Environmental, Social and Governance) is one of the fastest growing trends ininvesting globally. It has become part of the funds management zeitgeist, aided, in part, by research pointing to betterperformance by fund managers that favour companies with good ESG policies and practices.The recent decision by the Trump administration to restrict the ability of…

Adrian is a Director of Wealth Advisory at William Buck, a 30-year old multidisciplinary financial services group. Adrian has attained a Bachelor of Business at the University of South Australia along with a Diploma of Financial Planning at Deakin University. He is a fully accredited adviser with experience across stock broking, asset management and financial…

Since our 2020 Strategic Asset Allocation (SAA) review in June, we have remained modestly underweight the SAA reflecting concern about prospects for the asset class in the current environment. Recently, we reduced this exposure further, as our conviction has built that real estate will underperform the broader equity market over the medium term. Below, we…

The well-known fund manager has launched a series of low-cost ETFs which will help further its reach into the retail investor market.

Consider the process by which a security or investment is priced. Separately, if it has similar fundamental underpinnings to the core part of portfolio, typically listed equity.