News : Investments

Single digit equity returns a realistic expectation

October 9, 2019

Single digit returns are what investors can realistically expect from their shareholdings in the coming year, a global fund manager has said.

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Investments

Colchester fund gets ‘recommended’ rating

October 9, 2019

Darin Tyson-Chan

Research house Zenith has awarded the Colchester Emerging Markets Bond Fund a ‘recommended’ rating.

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ATO, Investments, Superannuation

ATO to scrutinise investment strategies

September 6, 2019

Jason Spits

The ATO will ask some SMSFs to produce detailed investment strategies to justify why their investments are held in single assets.

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Fixed Income, Investments

Corporate debt offers fixed income solution

September 6, 2019

Jason Spits

An investment manager has advised SMSF investors to consider allocations to the corporate loan market to enjoy better returns than those generated by cash or government bonds.

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Investments

Three Clime funds get strong SQM rating

September 6, 2019

Darin Tyson-Chan

SQM research has awarded a superior rating for three wealth offerings from Clime Investment Management.

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Investments, Retirement

Plan asset allocation as if you’ll live to 100

August 7, 2019

Jason Spits

Retirees should plan on living to 100 and adjust their asset allocation away from growth assets and toward defensive the closer they get to that figure.

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Investments

Cashed-up investors not always clued-up

high net worth investors unsophisticated

August 7, 2019

Jason Spits

Many high net worth investors are unsophisticated in their choice of investments, with a new survey indicating they opt for Australian shares, cash and term deposits. The survey, released by financial advice firm Crestone Wealth Management, found 81 per cent held cash in their portfolio, alongside Australian shares (56.4 per cent) and direct residential property […]

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Investments