Fund Manager News

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…

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…

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…

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…

Here is Mophic’s first quarter update for 2018 - watch the video on their April 2018 outlook here.

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…

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. Read more.

“Amoral MBAs and The Creation of Trump”.  This article was written two months earlier, well before the emergence of the Facebook data scandals. Read more.

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…

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…

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…