InvestNow News 15th June 2018 – AMP Capital – Changes in Board of AMP Capital
AMP Capital update announcing some changes to the Board of AMP Capital Holdings Limited as the latest step in enhancing our governance.
InvestNow News 15th June 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report May 2018
Portfolio review
The Fund rose 0.4% in May, ahead of global markets (-0.1%). Global markets fell -0.2% in USD terms, with a small fall in the Australian dollar proving the difference.
May saw markets rise only to then fall back, unable to break definitively in either direction. The politics of Italy dominated the headlines as investors feared the new coalition in Italy would reignite the Euro crisis of 2012.
Unsurprisingly, Europe was the worst performing market over the month […]
InvestNow News 15th June 2018 – Harbour Asset Management – Harbour Outlook: Crossroads
The Harbour Outlook summarises recent market developments, what we are monitoring closely, and our key views on the outlook for fixed interest, credit and equity markets.
InvestNow News 15th June 2018 – AMP Capital – Morningstar Report for Income Generator
A Morningstar analyst report is now available for Income Generator, providing further independent endorsement of the Fund alongside the FundSource report produced last year. The Fund received a four star rating, and some notable comments around the transparency of a set distribution rate for 12 months which is a unique product feature.
InvestNow News 15th June 2018 – Morphic Asset Management – Jack Lowenstein’s 5 lessons of investing
Jack Lowenstein, co-CIO and Managing Director at Morphic has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. He describes himself as a ‘frontier investor’ willing to go where many are not.
Jack shares some of his most painful and some of his most rewarding investments and the lessons he has learnt along the way.
InvestNow News 15th June 2018 – AMP Capital – Emerging markets in the spotlight
Recent events have put pressure on emerging market assets. Our sense is these stresses are idiosyncratic to particular emerging economies rather than systemic.
Financial markets seem programmed to believe that a rising US dollar and rising interest rates are bad for emerging economies. Remember the ‘taper tantrums’ in 2013 and the anointing of five key emerging economies (India, Indonesia, Turkey, South Africa and Brazil) as the ‘fragile five’?
A similar dynamic is […]
New Fund – Pathfinder Commodity Plus Fund
We asked John Berry, Co-Founder and CEO of Pathfinder Asset Management, to shed some light on their Commodity Plus Fund. Here is what John had to say about the recent performance of the fund and how the fund operates:
“Another solid month for commodities and a strong one for the Pathfinder Commodity Plus Fund. Momentum is gaining in what appears to be a young vibrant bull market when compared to the decade-old equity run-up. After a strong first quarter +5.2%, the fund returned an additional 5% during April.
The fund operates by […]
Coming soon – InvestNow News
In June we will be launching the new InvestNow News service, exclusive to InvestNow customers.
InvestNow News will deliver news and information from our fund managers, direct to your inbox. You will set your own preferences using any combination of the following, plus we will also send you articles that we believe you would want to receive:
- Fund types – Passive, Active, Australian Unit Trusts etc
- Fund sectors – International Equities, Commodities, Listed Property etc
- Fund managers
Watch out for your invitation e-mail in the next couple of weeks. […]
My Investor ID – what is it and how do I find it?
The Investor ID is a unique numerical identifier for each and every InvestNow account – it’s like an account number.
Because you can create multiple accounts with InvestNow, and with common characteristics, it’s the way we can uniquely identify each investor.
To find the Investor ID for your account, login and you will see the number displayed below the name of our InvestNow account in the block green bar at the top of the website (see below for an example):
[…]
Which funds are the most popular – the Top 50?
This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April). The chart shows the percentages of portfolios which have invested in the Top 50.
Here are some interesting highlights from the data:
- 14% are passive funds
- 36% are global equities funds
- 30% are Australian equities funds
The full results are available below (click the chart to open it up in a separate window/tab).