Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation research house SuperRatings estimates that the median balanced option returned 1.0% to members over May. “As we approach the end of the financial year, funds will be seeking to consolidate […]
Media release: Super funds stabilise returns in May Read More »
Lonsec Holdings (Lonsec) is poised to further enhance its position as the pre-eminent provider of investment research, product ratings and managed account solutions as it announces today that its largest shareholder, Generation Development Group (GDG) is seeking to acquire 100% ownership of the Lonsec Group. Under the terms of the agreement, GDG will acquire the
APRA is consulting with industry on the superannuation industry’s approaches and plans to maintain the financial strength needed to operate their businesses effectively and protect their members’ best financial interests. SuperRatings was pleased to deliver a submission in response to the consultation on “Financial resources for risk events in superannuation: Operational risk financial requirement”, which
Innovation: ORTC Protect – Unlocking ORFR reserves in members’ best financial interest Read More »
This week Lonsec was honoured to be awarded Best Investment Research Firm at the inaugural Australian Wealth Management Awards. At Lonsec Research, we are aware of the trust placed in us by advisers and their clients and as such, end investors are top of mind when we evaluate and rate funds. It is a privilege
Winners of the Best Investment Research Firm 2024 award Read More »
Higher than expected inflation data has shifted the discussion around the outlook for interest rates in April, resulting in falling equity and fixed interest markets both in Australian and globally. This was reflected in superannuation returns as funds reported their first negative monthly return since October 2023. Leading superannuation research house SuperRatings estimates that the
Media release: Negative April returns halt super streak Read More »
Inflation continues to be sticky in Australia and the US. How sticky will inflation be from here on in? In this month’s edition of Portfolio Perspectives, the key messages for investors are: To access the full Portfolio Perspectives for May 2024, download the PDF here, along with the charts & commentary. You can also listen
Portfolio Perspectives from the CIO Office: May 2024 Read More »
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices – a first of its kind in the Australian market. CONTINUE READING
Super funds once again delivered a boost to members in March with another month of investment gains. Leading superannuation research house SuperRatings estimates that the median balanced option generated a return of 1.9% for March. This takes the estimated return for the first 9 months of the financial year to 8.8%, making a double digit
Media release: Super balances see continued growth in March Read More »
