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FUND REVIEW

Profiling the best of  fund management

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28.02.2017

This edition summarises the case for Kapstream in fixed income, IML Concentrated SMA in domestic equities and provides a snapshot of our recommended unlisted …

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07.12.2016

In this edition we highlight the RARE Infrastructure Value Fund, the Legg Mason Brandywine Global Opportunities Bond Fund and the Bennelong Long Short …

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03.11.2016

In this edition we highlight the WCM Quality Global Growth SMA, the Jamieson Coote Bond Fund and the Platinum stable of global funds. WCM Quality Global Growth …

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10.10.2016

This edition we highlight the Pimco Global Bond Fund as well as comments on Macquarie Asia New Stars and our Martin Currie SMA.

FUND MANAGER PROFILE:

25.01.2016

Investing in small capitalisation (small cap) equities can be an attractive way to diversify an Australian equities portfolio. As we illustrate in this report, …

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23.11.2015

Alternatives is best described as an approach to investing rather than an asset class. A significant proportion of the investments do use equities, bonds and …

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17.03.2015

The purpose of this report is to provide investors with summary attributes of Exchange Traded Funds (ETFs) and Exchange Traded Product (ETPs). We believe …

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20.01.2015

Consistent with the established approach to portfolio investment management, we recommend diversifying across selected fixed income managed funds. There are …

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24.11.2014

Separately Managed Accounts (SMAs) provide investors with an alternative to a managed fund product with several additional benefits. In an SMA, investment …

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21.11.2014

In order to reduce the risk of an investment portfolio, it is beneficial to diversify funds into varied asset classes. This helps smooth the expected returns …

FUND MANAGER PROFILE:

10.09.2014

It is common to see strongly held views on the use of external managers in an investment portfolio. Many express an aversion to fund managers due to a …

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10.09.2014

In our view a blend of fund managers within an asset class, in this case global equities, is the preferred portfolio construction. The ideal outcome is to …

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Aberdeen Asset Management was founded in 1983 and is headquartered in London. The company is listed on the London Stock Exchange.

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Domestic orientated income based fixed interest strategy that invests in Commonwealth and semi-government bonds, corporate debt and asset back securities. It …

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Rating agencies tend to define this fund as an ‘alternative’ equity manager due to its ability to take short positions as well as actively manage …

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A global bond fund with a duration range of +/-2.5 years benchmarked to the Barclays global aggregate bond index. It invests in high quality issuers with a …

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Domestic orientated income based fixed interest strategy that invests in Commonwealth and semi-government bonds, corporate debt and asset back securities. It …

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This trust is constructed by considering opportunities identified across duration, curve positioning and sector exposures and allocating to Henderson’s …

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Domestic orientated income based fixed interest strategy that invests only in Commonwealth and semi-government bonds. It seeks to outperform its benchmark,…

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This fund is an unconstrained fixed income fund that opportunistically invests in fixed interest assets without the constraint of a benchmark. It is a go …

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The Kapstream fund invests in approximately ~200 individual securities, mostly high quality, short dated debt instruments. It utilises a broad array of fixed …

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Legg Mason is a global asset management firm that has over $700 billion funds under management. The Brandywine Global brand, which has its head office in …

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Macquarie Asia New Stars No. 1 Fund’s name proves to be telling, in that it states its strategy quite clearly; to invest in small to mid-cap stocks …

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The Macquarie Income Opportunities Fund seeks to provide investors with a regular monthly income with returns that outperform bank deposits, whilst focusing …

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Magellan Global Fund, hedged (with an unhedged option). We recommend the hedged strategy to complement other selected unhedged funds and holdings. There is no …

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The MFS Concentrated Equity Trust was launched in 2007 as a version of the broadly based Global Equity Trust which has been in operation since 1997. The …

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The funds holds 30-60 listed securities across all infrastructure segments and in all parts of the world. The focus is on absolute returns. Portfolio …

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The Templeton Global Equity Fund searches “the world for the greatest bargains”, centered on Sir John Templeton’s three core tenets: value (…

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American Century is private organisation located in Kansas City, managing some US$ 125bn globally. CIBC, the Canadian Asset Management group owns 40%, and 10% …

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