Investment research

Antares investors ‘should look elsewhere’

Morningstar has advised investors to take their money out of one Antares Capital fund and has put another under review, following staff movements at the fund manager. Morningstar says investors in Antares High Growth Shares “should look elsewhere” after the…

Allan Gray, Platypus upgraded in latest Zenith review

Zenith Investment Partners has upgraded two Allan Gray funds to ‘highly recommended’ in its latest Australian Shares Large Companies review. Allan Gray Australia Equity Fund and Allan Gray Australia Stable Fund join 14 other funds rated ‘highly recommended’. They include…

Dividend ETFs avoiding the traps

Morningstar has assigned ratings to three dividend focused ETFs, crediting them with doing a good job avoiding dividend traps and keeping costs low. The three funds – all rated ‘bronze’ – are Russell Investments High Dividend Australian Shares ETF, State…

Bridging the responsible investing gap

Responsible investing has never been more popular in Australia and more fund managers are providing products, but there is a big gap between exclusions applied by managers and what’s important to the investors. The Responsible Investment Association of Australasia’s (RIAA)…

Fewer Australians debt free at retirement

The number of Australians going into retirement with mortgage debt is rising rapidly, according to new research. Rachel Ong ViforJ, a professor of economics at Curtin University, and Gavin Wood, emeritus professor of housing at RMIT University, analysed data from…

ASFA Retirement Standard put to the test

Grattan Institute chief executive John Daley took to the stage of the Actuaries Summit in Sydney this week to challenge one of the super sector’s widely used benchmarks – the ASFA Retirement Standard. The Association of Superannuation Funds of Australia’s…

Wealth platform providers will struggle to remain profitable

Downward fee pressure in the wealth management industry is turning the administration platform market into “a race to the bottom”, according to new research on the sector. UBS says platform fee margins on contemporary products could fall from the current…

Healthier, fairer society the new RI goal

Responsible investing continues to evolve quickly, with the emphasis broadening out from support for a low-carbon economy to investments directed at a healthier and fairer society. AXA Investment Managers’ global head of responsible investment, Matt Christensen, says 80 per cent…

Going underweight US tech stocks

Global equity investor Hexavest has gone underweight the US market, including its large tech stocks, citing a number of indicators that point to a deteriorating macro environment. Hexavest is a contrarian investor and its current position is informed by a…

Rush to super fund consolidation needs a rethink

With further consolidation in the superannuation industry a certainty, asset consultant Frontier Advisors has investigated whether there is evidence to back the arguments commonly used to support the push for fund mergers. It is not convinced. Over the 10 years…