10/01/2020

GMO launches global equities fund

Nearly 45% of the portfolio was invested in 10 stocks: Apple, Microsoft, Alphabet, UnitedHealth Group, Accenture, Coca-Cola, Oracle, Johnson & Johnson, Facebook and Medtronic.

10/01/2020

Moody’s ratings update - AMP Limited

AMP continues to have a strong balance sheet and capital position, with surplus capital (above the Board target capital level) of A$1.4 billion at 30 June 2020.

10/01/2020

Reits as a source of stable income

Retail property prices have “weathered the worst” and are at low valuations, according to the head of Hong Kong’s oldest Reit.

09/30/2020

ETFs undermine product comparison: Research

ETFs with similar names, tracking similar or related indices often perform very differently based on different holdings and portfolio maturity composition, Clements wrote

09/30/2020

Fidelity expands range with Global Future Leaders fund

According to FE Analytics, within the Australian Core Strategies universe, the Fidelity Future Leaders fund returned 3.5% over one year to 31 August, 2020, versus returns by the Australian small and mid-cap sector of 7.8%.

09/29/2020

FTSE Russell Green Lights Chinese Govies for Index Inclusion

The latest inclusion follows a broader trend of marketing opening by Chinese authorities. In May this year, foreign investor access into mainland equity markets were also loosened after regulators scrapped quota limits for its cross-border channels &l

09/29/2020

WAM Capital bids for Contango’s Income Generator

The offer consideration which assumed one WAM share for every three CIE shares, would represent a premium of 17.6% to CIE’s share price, 18.1% to CIE’s one-month volume-weighted average price (VWAP) and a premium to CIE’s reported pre-ta