equity exposure

CMSF

Delegates swayed by equity manager

A leading equity manager persuaded delegates of the virtue of relatively high equity holdings in superannuation portfolios. At the start of this session, Justin Wood of Vinva Investment Management asked delegates to consider if members’ investments outside of super should be considered when setting a default investment strategy. The initial feedback from the audience was […]
Investment Strategy

Diversification pulls up Perpetual

It might only have $100 million under management, but Perpetual’s Diversified Real Return Fund has a major role to play in the future of the fund manager as it rebounds from recent turmoil. Perpetual’s roller coaster ride is well known in the industry. The $1.2 billion that walked out the door when John Sevior left […]