Congratulations to the proud parents, Kellie and James Stark who introduced baby “Cody Jay Stark” (5.3lbs) born on 18 February 2011. Baby boy and mum in wonderful health. We wish Kellie and James all the best as new parents.
Clay Carter examines a different approach to portfolio construction. “A handful of forward thinking global investors and fund managers have chosen not to view the world by regions or size of the market, but through the prism of the companies themselves – no matter where they may be. An important aspect of this is that…
ETFs or Exchange Traded Funds have recently come under scrutiny for a perceived lack of transparency because of the use of “synthetic investments” in some ETFs. An ETF seeks to achieve the same return as an index or benchmark. As with all index funds, “tracking error” (the difference between the return of the index and…
For more than 10 years, Lonsec’s Australian Equity Core Model Portfolio has provided financial advisers with a superior high growth portfolio solution for their clients. Consistent through good times and bad, Lonsec’s Australian Equity Core Portfolio returned 16.2%* per annum since inception (as at 31 January 2011), outperforming the S&P/ASX-100 Accumulation Index by 7.0%* per…
Professional valuers would normally adopt multiples of profitability and/or discounted cash flow to determine the value of a business. However, many industries prefer more simple options which become the basis of transactions within the industry. This is particularly the case where there is an expectation that the income will continue notwithstanding the transfer of ownership…
Under the heading, “2010 a year of unhappy returns for funds” The Age reported on 18 January 2011, “the median fund in the annual Mercer scorecard of more than 100 funds underperformed the broader market by 0.6 percentage points. The benchmark S&P/ASX 200 fell about 2.5 per cent last year.” The Lonsec Core Model Portfolio…
We welcome the New Year and 3 new members of the team. John Low will begin his graduate training as a member of the Audit & Assurance team, Natalia Perera will begin her career in Corporate Advisory and Shelley Mottin will begin her path to a financial planner as an assistant para planner. Their further…
We have just gotten used to Kellie’s wonderful news that she is expecting her first child in March and we are now excited to learn that Véronique is expecting her first baby in June. Both ladies have or about to move into new homes and they both promise to return to us soon. On top…
Australia now has a single, national consumer law, referred to as the Australian Consumer Law (ACL). The ACL changes mark the biggest reforms to the Commonwealth Consumer Law since the Trade Practices Act 1974 was introduced 36 years ago. As of 1 January 2011 the Trade Practices Act 1974 will also have a new name:…
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