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Feel free to engage with sponsors by posting comments or questions on their articles. Further information about our sponsors is presented below.
Fidelity is an active fund manager that focuses on bottom up global research. With one of the largest buy side research teams in the world, we have a unique ability to identify investment themes and ideas across different market cycles.
For more information, please visit our website at www.fidelity.com.au.
Do better, together
RateSetter is a peer-to-peer lender. We connect investors who want a better rate on their money with creditworthy borrowers who want a simple, competitive personal loan.
For more information, please visit our website at www.ratesetter.com.au.
Launched in 2016, Lakehouse Capital is the Sydney-based investment manager of two unlisted managed funds: the Lakehouse Small Companies Fund and the Lakehouse Global Growth Fund. Lakehouse Capital is wholly owned by US-based financial services company The Motley Fool.
For more information, please visit our website at www.lakehousecapital.com.au.
A SUPERANNUATION & INVESTMENT FUND MANAGER WITH A DIFFERENCE
Australian Ethical has been helping Australians invest in a better future for over 30 years. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for the planet, people and animals.
We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment.
Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this.
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 22 countries, Neuberger Berman’s team is more than 2,000 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $304 billion in client assets as of December 31, 2018.
For more information, please visit our website at www.nb.com.
Mine Super is an industry super fund operated for the exclusive benefit of members. We are a public offer fund open to all Australians, with a strong history of helping deliver exceptional retirement outcomes to our members for the past 75 years. We’re dedicated to ensuring that each member is looked after, with local representatives providing boots-on-the-ground in mining communities across Australia. Visit mine.com.au for more information.
Regal Funds Management
Regal Funds Management is a specialist Alternatives investment manager. It was founded in early 2004 and is one of Australia’s leading investment managers servicing a wide range of institutional investors and high net worth individuals.
The investment team has extensive investment experience through many market cycles and a long track record of delivering superior returns for investors. Regal offers a range of products to suit different investment objectives.
For more information visit regalfm.com.
OpenInvest is a new way to invest—giving investors choice and transparency, and allowing them to remain in control. Investors are able to select from a range of some of Australia’s and the world’s best investment management companies, and obtain their own personal portfolio.
For more information, visit www.openinvest.com.au.
BGC Fixed Income Solutions
BGC Fixed Income Solutions, previously MINT Partners Australia, provides a premium fixed income service focused on superior expertise, pricing and liquidity. We offer wholesale qualified investors direct access to fixed income securities, including: corporate, high yield and inflation linked bonds; floating rate notes; hybrids; and foreign currency denominated debt products. Client portfolios can be either professionally managed, or self-directed. Customers are provided with detailed monitoring and reporting as well as a personal account manager.
As a division of BGC Partners, one of the world’s largest inter-dealer brokers (NASDAQ BGCP) our clients have direct access to counterparties all over the world. Our group’s market leading technology provides highly efficient trade execution and reporting, enabling us to deliver a low cost service with no custody fees.
It is the combination of local knowledge partnered with the global strength and reach of BGC Partners that differentiates us from our competitors. Our high turnover, large volumes and low margins ensures our clients access the best price execution in the market.
NAOS Asset Management
Conviction. Long Term. Aligned.
“It is impossible to produce a superior return unless you do something different to the majority” – Sir John Templeton
NAOS Asset Management is a specialist fund manager providing genuine, concentrated exposure to Australian listed industrial companies outside of the ASX 50. With a proven performance track record, NAOS maintains a focus on protecting capital and aims to deliver shareholders a sustainable growing stream of dividends franked to the maximum extent possible, whilst providing capital growth over the longer term.
NAOS offer genuine, concentrated exposure to micro, small and mid-cap industrial companies via our three Listed Investment Companies (LIC’s):
- NAOS Emerging Opportunities Company Limited (ASX: NCC) – Micro Cap
- NAOS Small Cap Opportunities Company Limited (ASX: NSC)- Small Cap
- NAOS Absolute Opportunities Company Limited (ASX: NAC)- Mid Cap
Visit www.naos.com.au for more information.
Orbis brings Australian investors the expertise of a team of over 60 investment professionals located around the world, allowing clients to benefit from a truly international perspective from a firm whose results have stood the test of time.
At Orbis, we know there’s value in being different. By thinking differently than the crowd and focusing on the long term, we can reap the rewards that average investors typically miss out on. Our flagship Global Equity Strategy has significantly outperformed the benchmark for over 25 years by doing just that.
There’s Value in Being Different
We view the world and the market through a contrarian lens; understanding that often the best long-term investment value can be found in areas of the market out of favour with most investors. Our hunt for these ideas takes us away from the crowd, resulting in Funds that can look very different from their benchmarks. This doesn’t worry us – we are comfortable being uncomfortable because we are confident that this approach will create long term rewards for our clients, as it has done for over 25 years.
It Pays to be Patient
Our nearly three decades of investing has taught us that it pays to be patient. There’s a lot of short-term noise in the market but we ignore it, staying focused on a company’s intrinsic value. It can take up to five years or even longer for our views to play out. But as long as we have conviction, we stand by it.
We are Seeking to Find Hidden Value
We dig deep into the fundamentals of companies to find value others miss. We don’t start with a ‘top-down’ view of the market or specific sectors to find the best ideas; we stay focused on the detail.
Australian and New Zealand investors can access this deep global equity expertise through an Australian-registered Fund.
Visit orbis.com for more information.
The Orbis logo is a registered trademark of Orbis Holdings Limited and is used under licence.
Global opportunity through a long-term lens
As a global investment manager, MFS strives to create long-term value and protect capital for clients through an active approach and an investment platform built on nearly a century of expertise. To make that long-term value meaningful for clients, we work to align with them on our beliefs, their needs and the time it takes to deliver on their desired outcomes. This client alignment creates mutual understanding and clarity. Clients know what to expect from us and precisely how we will invest on their behalf. We build an intimate understanding of their objectives. And, we work to achieve them together.
MFS’ approach to active management starts with client alignment and is driven by:
Continuity: Time is an asset
We think, act and invest with a long-term focus because we believe it’s the best way to meet client objectives. To broaden the opportunity set for clients, we look for more dispersed returns over longer horizons. By investing through a full market cycle, we help clients manage the downside while pursuing opportunities to outperform as we find them. By rewarding our investment team for long-term performance, we keep our strategies aligned with our clients’ time horizons and objectives.
Collective expertise: Insight to advantage
In an age of information democracy, our ability to turn information into investment insight is the analysis advantage we strive to bring to clients. That takes bringing together our diverse perspectives in a culture of collaborative thinking. Created through MFS Active IntelligenceSM, our global investment platform, and uncompromised information flow across geographies, asset classes and industries, our analysis advantage helps us actively manage risk and make effective decisions within client portfolios.
Risk management: Seeing all angles
Risk can be an adversary or an ally. It’s a matter of having the time, skill and discipline to potentially turn risk into an investment opportunity for clients. We believe our risk-aware culture affords us that ability. At MFS, risk management is always on and embedded in every corner of our investment process, with rigorous reviews at the portfolio, security and firm levels. Every member of our investment team takes responsibility for assessing risk on behalf of clients, and in every decision we make, risk is part of the equation.
Visit www.mfs.com to learn more.
Legg Mason has over a century of experience in identifying opportunities and delivering astute investment solutions. As of 30 June 2018 we manage over A$1 trillion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. Listed on the New York Stock Exchange, our company is headquartered in Baltimore USA and employs more than 3300 employees in 39 offices around the world including both Melbourne and Sydney.
Legg Mason operates a highly differentiated business by owning nine dedicated asset management firms, each of which is a specialist in their respective field. These affiliated companies include world-renowned businesses such as Western Asset, Brandywine Global, Martin Currie and QS Investors who each manage funds tailored for the needs of Australian investors. Our business model is purposefully designed to enable the investment experts in each part of our group to focus on delivering investment excellence and then Legg Mason, as the parent company, provides the administration, distribution, regulatory, operational and client service capabilities required to help meet and exceed our clients’ total objectives.
Our Australian business was established in 1954 and has grown from strength to strength and has been awarded the Money Management/Lonsec ‘Fund Manager of the Year’ in 2018, 2017 and 2015. Today Legg Mason Australia has earned a reputation as one of the country’s most highly acclaimed investment managers. Accolades include industry awards for several funds, many of which have received high ratings from independent research specialists.
More than ever before, investors need thoughtful solutions to navigate and profit from complex global markets. Our objective is to help our clients expand beyond traditional strategies to meaningfully diversify, mitigate volatility and generate attractive investment returns. At Legg Mason, our overall mission is Investing to Improve LivesTM. We are committed to this through all of our actions seeking to continually enhance the quality of life for all our constituents especially our clients and the communities in which we operate.
Visit www.leggmason.com.au to learn more.
Magellan Financial Group is an Australia-based specialist funds management group.
Magellan is establishing itself as an independent specialist funds management group and aims to develop into a world-class funds management firm. Its primary operating business, Magellan Asset Management Limited, has established globally-focused investment funds that are run on behalf of institutional investors, high-net-worth families, and Australia- and New Zealand-based retail investors. Magellan Asset Management Limited currently offers investment expertise in global equities and in global infrastructure. It may, in the future, offer further complementary services.
Magellan believes that a compelling case exists for investors to diversify part of their wealth into high-quality global investment opportunities.
Magellan’s investment philosophy is straightforward. Each of the company’s funds will seek to invest in a portfolio of outstanding global companies (those with highly-attractive business characteristics), ideally at a discount to their intrinsic values, as assessed by Magellan’s investment team. We will not engage in speculative activity.
To avoid conflicts of interest, the only form of remuneration Magellan receives from its funds will be investment management performance fees. Magellan will not charge any arranging, transaction, mergers and acquisitions, advisory or similar fees to any of its funds. We aim to be transparent in our dealings in order that investors can be assured of our integrity.
Established in 1985 and listed on the Australian Securities Exchange (ASX:CGF) in 1987, Challenger Limited (Challenger) is an investment management firm. Challenger is focused on providing our customers with financial security for retirement. We do this by investing to create wealth in the accumulation phase of superannuation, and by converting accumulated wealth into safe and reliable income streams for retirees.
Find out more at www.challenger.com.au
Delivering outstanding investment outcomes is at our heart
Since we started life back in 1849 as the investment management arm of AMP Society, our commitment to delivering outstanding investment outcomes for our clients has been at the heart of everything we do.
Experience has taught us what matters most
With more than 160 years’ experience managing clients’ money, we’ve learnt what matters most – that is, to build the trust of our clients. We’ve always believed that some of the best investment opportunities are created by truly understanding our clients’ needs. It’s this philosophy that explains the range of ‘firsts’ we’ve achieved on behalf of our clients, and why we’ve been at the forefront of developing contemporary investment solutions.
The whole is greater than the sum
We believe in expert investment teams coming together to discover the best possible insights and investment opportunities for our clients. With more than $140 billion in assets under management as at 31 March 2014, AMP Capital’s story is more about our clients’ successes than our own.
Designed for SMSFs
Designed to help you navigate the opportunities and issues trustees face today, the SMSF Suite brings you insights and handpicked investment opportunities – usually only available to large super funds and institutions. Explore the suite today to access our SMSF Knowledge Centre, the SMSF Community, SMSF News, and the SMSF Suite of funds. Visit: www.ampcapital.com/au/en/smsf.
Fidante delivers compelling investment opportunities to investors by partnering with specialist asset managers. As part of the Challenger Limited Group, an ASX-listed investment management firm providing customers with financial security in retirement, we operate a global asset management business encompassing:
Fidante Partners forms long term alliances with talented investment teams to create, support and grow specialist asset management businesses. Our deep experience in asset management, extensive network of investor relationships and solid operational infrastructure enables these teams to focus on what they do best: manage money. Our boutique asset managers include: Alphinity Investment Management, Ardea Investment Management, Avenir Capital, Kapstream Capital, Greencape Capital, Lennox Capital Partners, Merlon Capital Partners, NovaPort Capital, WaveStone Capital
Fidante Capital (previously Dexion Capital plc) is a European specialist in originating and supporting alternative asset strategies in a listed fund format. Our team partners with high calibre managers on corporate advisory, research, distribution and market making services, providing investors with efficient, marked-to-market access to alternative investment opportunities that may otherwise be out of reach.
For more information, see www.fidante.com.
Charter Hall (formerly Folkestone)
Charter Hall Group (ASX:CHC) is one of Australia’s leading fully integrated property groups, with over $26.4 billion of high quality, long leased property across the office, retail, industrial and social infrastructure sectors. The ASX100 Group has over 25 years’ experience managing and investing in high quality property on behalf of institutional, wholesale and retail clients. For more information, see www.charterhall.com.au.
In November 2018, Charter Hall acquired Folkestone, a real estate funds manager and developer. Folkestone pursues a diverse range of Australian real estate opportunities across investment types, capital structures and sectors. The Company has two real estate businesses:
- funds management; and
- on-balance sheet ‘direct’ investments.
Folkestone Funds Management offers listed and unlisted real estate funds to private clients and select institutional investors across core, value-add and opportunistic real estate investments. Folkestone has more than $800 million in funds under management including the Folkestone Maxim A-REIT Securities Fund (available on a number of retail platforms) and the ASX-listed Folkestone Education Trust (ASX: FET), which is the largest owner of early learning centre properties in Australia. Our unlisted Income Funds provide investors with regular income and the opportunity for capital growth from investing in unlisted real estate funds that own Australian real estate assets, including office, retail and real estate related social infrastructure. Our unlisted Development Funds invest in Australian real estate assets selected for their potential for capital growth from development-led investment strategies.
BetaShares is a leading provider of exchange traded funds (“ETFs“) which are traded on the Australian Securities Exchange. BetaShares offers a range of funds which cover Australian equities, international equities, cash, currencies, commodities and alternative strategies. As at 30 September 2014, BetaShares has approximately $1.6 billion in assets under management.
ETFs offer simple, liquid, transparent and lower cost access to a variety of markets and asset classes. It is for this reason that ETFs have been adopted around the world as an integral part of investment portfolios by retail, SMSF and institutional investors alike.
Our objective is to expand the universe of investment possibilities for investors in Australia, enabling Australians investors to build more robust, diversified and cost effective investment portfolios.
BetaShares is a member of the Mirae Asset Global Investments Group, one of Asia’s largest asset management firms. Mirae manages in excess of US$60 billion, including over US$9 billion in ETFs.
It’s because of this, that we offer our clients access to the latest research, investing insights, recommendations and trading tools, to help them spot opportunities and trade with confidence.
nabtrade also offers clients access to over 1500 ASX-listed securities, with all prices dynamically updated with real-time streaming technology. And with the best value brokerage of the Big Four banks*, nabtrade helps clients add value to their investment strategy.
For more information visit nabtrade.com.au
*Source: Investment Trends 2014 First Half Australia Online Broking Report – based on an online survey of 12,000 traders.
Colonial First State Global Asset Management
Colonial First State Global Asset Management is the consolidated asset management subsidiary of the Commonwealth Bank of Australia. We have experience across a range of asset classes and specialist investment sectors with offices located in Sydney, Melbourne, London, Dubai, New York, Louisville, Paris, Frankfurt, Edinburgh, Hong Kong, Singapore, Tokyo, Jakarta and Auckland; and are represented in Beijing and Shenzhen through the First State Cinda joint venture.
We are known for the independent and focused nature of our investment teams. Each team is comprised of experienced specialists and analysts who set their own investment philosophy and are not constrained by one overarching style or process. We are stewards of our clients’ assets and our long-term investment horizons align with the timeframes of our clients. Our investment teams cover equities, debt, multi-sector and unlisted infrastructure. Many of these teams are market leaders in their sectors with exceptional portfolio management and technical experience.
Perpetual is an ASX-listed, diversified financial services company with a rich history dating back to 1886. Across our three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – our people focus on protecting and growing clients’ wealth, with a relentless focus on consistent delivery over time.
A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.
Perpetual Investments has been awarded Fund Manager of the Year Awards across multiple categories every year for the past decade and Perpetual Private has been rated #1 by Euromoney for our range of advisory services for high net worth clients.
SuperConcepts (a wholly owned business of AMP) is an Australian success story, with over 30 years of experience in the SMSF market. SuperConcepts is the refreshed brand name for the coming together of a range of leading SMSF brands.
Our passion for innovation has led us to disrupt the SMSF market with scalable and automated solutions, proudly offering the most comprehensive range of services in the market. At SuperConcepts, we deliver innovative and award-winning SMSF solutions to over 38,000 funds in the market.
Our portfolio of SMSF offerings and market-leading services are designed to empower our clients with the professional capabilities to deliver increased ROI. Our full service SMSF offering includes a flexible range of SMSF administration services, a software only service, and access to some of Australia’s best technical experts.
SuperConcepts represents a powerful commitment to excellence, innovation and reliability.
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Centre and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.
UBS is present in all major financial centres worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Vanguard Investments Australia
With more than A$5 trillion in assets under management as of 30 September 2016, including more than A$795 billion in ETFs, Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for 20 years.
The mutual ownership structure of our parent company in the US aligns our interests with those of our clients. Because Vanguard is not publicly traded, we can extend the benefits of that structure to our clients in Australia.
From rigorous risk management to transparent pricing to plain talk communications, we put our clients’ interests first.
In Australia, Vanguard offers 26 wholesale funds, 11 retail funds and 17 exchange-traded funds.