InvestNow News – Morphic Global Opportunities Fund First Quarter Update – April 2018
Here is Mophic’s first quarter update for 2018 – watch the video on their April 2018 outlook here.
The Investor Report
InvestNow is an online service. You can download statements when you are logged into your account.
There are three types of reports:
- Investment Report – provides information about your portfolio returns, contributions, tax information, and more (PDF format)
- Management Accounts Report – provides more detailed information that may be of use to you and/or your accountant (Excel format)
- General Ledger Report – provides information about your portfolio […]
InvestNow News – AMP Capital Real Assets Global Outlook, 2018 – March 2018
In this 2018 outlook, AMP Capital’s investment leaders draw on their respective teams’ research and insights to provide a snapshot of what to expect within the various segments for the year ahead.
InvestNow News – Morphic Perspectives Series – April 2018
“Amoral MBAs and The Creation of Trump”. This article was written two months earlier, well before the emergence of the Facebook data scandals.
InvestNow News – Morphic Global Opportunities Fund Monthly Report – March 2018
Morphic Global Opportunities Fund rose 0.7% in March. Emerging Markets were the best performing sector (+1.1% USD) for the quarter. The Fund’s largest contributor for the month was the short position in Swiss freight forwarder, Panalpina. The long position in Alstom was the second largest contributor and the largest detractor was the Fund’s long position in China Everbright (CEI).
Distributions Received as Cash
If you have elected to receive distributions as cash, as opposed to having them reinvested into a fund, it’s important that you know that any cash will be credited to your InvestNow transaction account.
Some customers have asked if the cash would be credited to their nominated accounts automatically – the answer is no. You will need to login to your account and raise a withdrawal request to have any monies credited to your nominated account.
Funds and Fund Manager Updates
New Fund Manager – Legg Mason
This week we added a new Fund Manager, Legg Mason, and their Legg Mason Brandywine Opportunistic Fixed Income Fund.
Legg Mason has over a century of experience and as at 31 December 2017, managed AUD$982 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. They are listed on the New York Stock Exchange, are headquartered in Baltimore USA, and employ more than 3300 employees in 39 offices around the world, including both Melbourne and Sydney.
Legg Mason Brandywine Global Opportunistic […]
Buying & Selling Units – settlement timeframes and spreads
Buying & Selling Units – settlement timeframes and spreads
The two most common questions we are asked about buying and selling managed funds are:
- How long does it take my buy or sell order to be completed?
- Do buy or sell spreads apply to the funds I am interested in?
The answers to both questions differ for each fund/fund manager so we have created two FAQs which hopefully cover both questions for you.
Settlement timeframes
The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds […]
Fund Update – AMP Capital NZ Property Fund
Effective 3rd April 2018, the AMP Capital NZ Property Fund (AIF P) is to be renamed the Australasian Property Index Fund and will start distributing income on a half-yearly basis.
Please read the update from AMP Capital here for more background on these changes.