21 March 2011 14:00
With utilities, his observation is to “invest in the service providers rather than the utilities themselves because they’re having to spend on equipment and infrastructure. And, with telecoms, while we’re not negative on these, there’s less opportunities in the market.”
Turner has 10 clients in Australia including: HESTA, Australian Government Employees Super Trust, Telstra Super, Vision Super, and funds manager Victorian Funds Management Corporation.
Global equities have driven most of MLC’s FY26 return so far, but its exposures to insurance-linked securities and “esoteric” credit have also put in the hard yards and helped the fund diversify beyond the AI thematic, according to chief investment officer Dan Farmer.
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