Investment Strategies

Bennelong adds REITs to the mix

Fund manager Bennelong Australian Equity Partners is best known as an investor in growth stocks that tends to avoid safe blue chips, infrastructure stocks and utilities. But in a surprising move the Bennelong Australian Equities Fund has built up a…

Move over managed funds, separately managed accounts are taking over

Investors who use financial planners are increasingly likely to have their planner recommend that they use a separately managed account. The problem is they don’t know what they are. Separately managed accounts are similar to traditional managed funds but instead…

Taking control of your My Health Record

While Australians are sorting out their private health insurance arrangements, with the introduction of private health insurance reforms this month, they also should take the time to look at their My Health Record to ensure they have the right privacy…

Consumers dealt a better hand in dispute resolution

Consumers will have better access to the financial ombudsman, following the Government’s introduction of regulations that require financial service providers to co-operate with the dispute body. Holders of Australian Financial Services Licences, Australian Credit Licences and Registrable Superannuation Entities must…

Investors look beyond the FAANG stocks for future growth

Investors seeking long-term returns from international equities need to look beyond the current crop of market heavyweights. Move over FAANG, a new group of disruptors will lead the S&P 500 a decade from now. The Facebook, Apple, Amazon, Netflix and…

Platinum retains ‘gold’ rating

Researcher Morningstar has maintained its ‘gold’ rating of the Platinum International Fund, despite the decision by Platinum founder Kerr Neilson to step back from his co-portfolio manager role. Neilson stepped aside at the end of June last year. He remains…

Small cap managers that are delivering the goods

Active small company fund managers rose to the challenge of beating their benchmarks during last year’s volatile conditions, according to Zenith Investment Partners’ latest Australian Shares Small Companies Sector Review. While S&P Dow Jones Indices’ latest SPIVA Australia Scorecard shows…

Learning the lessons of a failed stock pick

Like a lot of investors, fund manager Kate Howitt was enthusiastic about the prospects of Blue Sky Ltd, an ASX-listed private equity investor. Fidelity Australian Opportunities Fund, which Howitt manages, joined other institutions which backed Blue Sky as it recorded…

Investors shift their focus to overseas equities

Nearly half of all the new investments in exchange traded funds (ETFs) last year went into international equity ETFs. This marks a significant shift in investor preferences in the ETF market, according the joint Annual ETF research Report for 2018…

Bonds fulfil their portfolio insurance role

Fixed interest played its role in providing portfolio diversification last year, as bonds fulfilled their portfolio insurance role, surpassing equity indexes, cash and term deposits In Australia, unlike other fixed income markets, domestic bond yields fell in 2018, with a…