Investment Strategies

Active fund managers lack persistence

Only a small minority of high-performing active Australian managed funds are able to maintain outperformance over peers or benchmarks over the long term. S&P Dow Jones Indices has tracked the performance consistency of active Australian managed funds to measure the…

Legg Mason & BetaShares launch active EM ETF

Legg Mason and BetaShares have launched the fourth active ETF through their strategic partnership- an emerging markets equity fund. The BetaShares Legg Mason Emerging Markets Fund provides investors with access to the superior growth potential offered by emerging market equities.…

Measuring the impact of ethical investments

Ethical investing may provide solutions to environmental and other challenges, but investors are often in the dark when it comes to understanding the environmental impacts of their investments. One player is showing its investors the quantitative outcomes of their investments.…

No performance trade-off to invest ethically

There is a small performance gap in favour of environmental, social and governance (ESG) superannuation funds, according to new research. More Australians are aligning their superannuation options to sustainable values according to the latest research by Rainmaker Information. The research…

Super fund contribution catch-up rules take effect

Starting 1 July, super fund members will be able to make use of new contribution catch-up rules. Under the new rules, fund members can carry forward concessional super contributions if their contributions in any given year fall under the $25,000…

Clime rides a charging Jumbo

An online retailer of government and charitable lotteries, Jumbo International, is the sort of company that attracts investors to the small companies end of the Australian Securities Exchange. The stock is currently trading around $17 a share, compared with a…

Equity crowdfunding investors: where the bloody hell are you?

Nearly 18 months have passed since a new equity crowdfunding market opened up with great fanfare, allowing retail investors to back a wide range of start-ups and early stage companies. But since then few deals have been done. Licensed crowd…

Post-election ASX bounce to be sustained

Equity investors can look forward to buoyant sharemarket conditions over the next couple of months, if trading after previous federal elections is any guide. UBS Securities charted the performance of the All Ordinaries Index for 120 trading days after a…

Infrastructure income fund takes flight

Fund manager RARE Infrastructure has added Sydney Airport to its Infrastructure Income Fund portfolio, which is designed to produce income from a wide range of global infrastructure assets. RARE likes what it describes as Sydney Airport’s “dual-till” revenue model. Its…

The cost of better customer outcomes hits CBA

Customer remediation costs are not the only consequence for the banks from their misconduct. As the latest Commonwealth Bank financial report reveals, changes to fees and charges are having a big impact as well, and they will be longer lasting.…