Smarter Money Investments gets Lonsec tick
Latest News

Smarter Money Investments gets Lonsec tick

Lonsec has rated two Smarter Money Investments products as ‘recommended’, citing a high regard for the portfolio managers.


In a recent statement, Smart Money said Lonsec has upgraded its Smarter Money Active Cash (SMAC) strategy from ‘investment grade’ to ‘recommended’.

Lonsec said it has a high regard for the fund’s senior portfolio managers Darren Harvey and Christopher Joye and places the quality of the expanded investment team towards the upper end of the spectrum.”

“The managers’ thorough understanding of the Australian market dynamics, deep research capabilities, the active allocation between credit and cash equivalents, and strong performance-driven culture are attractive features of this offering.”

Lonsec also gave an inaugural ‘recommended’ rating to the Smarter Money Higher Income (SMHI) fund.

It said a ‘recommended’ rating indicates that Lonsec has strong conviction the financial product can generate risk-adjusted returns in line with relevant objectives.”

The financial product is considered an appropriate entry point to this asset class or strategy.”

Read more:

Equity markets boost super fund returns

ESG boosting returns, finds SSGA

Cyber risk a top concern for ASX 100 boards

Investment analyst joins 4D Infrastructure

 

Smarter Money Investments gets Lonsec tick
investordaily image
ID logo
promoted stories

Appointments

Matt Spence

UniSuper recruits Merill Lynch analysts

Staff Reporter

Robert Brown

ACSA hires former director as CEO

Staff Reporter

Sudhanshu Garg

AMP Capital appoints director in Dubai

Staff Reporter

Analysis

investordaily image

Why MiFID II matters for Australia

Gary Stone

investordaily image

Five unconstrained fixed income ideas

Nick Gartside

investordaily image

Getting on board the ‘grey nomad’ caravan

Nick Griffin