16 articles from
The risk and reward spectrum unique to G-REITS
Global REITS give investors a structured access point to real estate across regions, potentially unlocking a valuable investment sleeve. But there are risks to contend with, according to Will Arnost from Atchison Consultants.
Large cap growth stocks showing resilience in turbulent times
Outside of the ubiquitous Magnificent Seven, large cap growth stocks have been buffeted by prevailing economic conditions. Yet global large caps can still offer investors significant shareholder value.
Examining the case for small and mid-cap funds
The potential for small and mid-cap companies to outperform the bigger players on indices is clear, with liquidity expected to increase as inflation comes off the boil and money flows into the economy. So which funds are best positioned to take advantage?
The risks and rewards of diversified credit funds
They may be the flavour of the month, and probably for good reason, but are diversified credit funds all that they’re cracked up to be? Will Arnost takes a look at the top performing funds on the Atchison APL.
Smart income derivative equity funds gain ascendancy during volatility cycle
Managing a derivative equity income portfolio involves several complex challenges, but the payoff for investors during periods of volatility can be significant according to Atchison Consultants.
The rapid rise of residential mortgage funds
From residential and commercial backed mortgage securities, to whole loans and government issued bonds, there is a range of investment products that are backed by housing mortgages.
Leading the pack in 2024: High-yield income funds that are outperforming
Despite the inherent risks, the allure of high-yield fixed income funds in 2024 remains strong. They offer a compelling opportunity for enhanced returns against the backdrop of high inflation and a desire for greater diversification.
Diversification unlocking the unique appeal of Asian equities
Asian market equities stand out as a beacon for growth-oriented investors, propelled by the region’s rapid technological advancements, robust economic development and increasing integration into the global economy.
Power lines to profit: Top performing listed infrastructure funds
Listed infrastructure companies own and manage key assets across utilities, transportation, communication, and social sectors. Despite the allure of steady returns, consistent income generation and capital growth potential, these investments also carry their share of risks and complexities.
Beyond bricks and mortar: 2024’s best listed property fund managers unveiled
For many Australians, REITS have been a cornerstone for those looking to dip their toes into the property market without the traditional barriers of direct ownership. So, who were some top performing managers as at January 2024?
Direct property resilience: 2023’s best property funds revealed
It may be a lumpy asset with unpredictable returns and high relative costs, but Australian property is our nation’s beating investment heart. So who was the best fund manager for these mercurial assets last year?
The bond market resurgence: 2023’s top Australian bond managers unveiled
One domestic bond manager stands out when measuring over both one and three year terms, according to the latest data from the Atchison Consultants approved product list.
Australia’s best value hunters: Top 5 large value equity funds unveiled
Each of these five fund managers focus on finding undervalued stocks that have significant potential for growth. And in Australia – on a performance level, over a 3 year term – they’re currently the best at what they do.
The leaderboard: Top 5 growth alternative managed funds
Atchison Consultants weighs up the three-year performance of five top ranked managed funds in the growth subset of the increasingly in-demand alternatives sector.
Defensive ‘alt stars’: 5 funds outperforming over 3 years
In this column we take a closer look at the best performing funds in some of the most popular asset classes, with the aim of providing insight and support for those seeking to build more resilient portfolios. This week, we take a closer look at liquid alternatives.
Atchie’s top 5: Core global equity blend funds
The benchmark core equities sector is a fundamental sleeve in any sophisticated portfolio. Most profess top quartile returns, but which five have genuinely outperformed the market over a three year term?