Australian Opportunities Fund

Matthew Sheehanis an Investment Director, responsible for the origination, assessment and ongoing management of private investments, with a particular focus on the structuring and documentation of unlisted investments. He is also the Legal Counsel and Company Secretary of both Acorn Capital and ACQ. Matt began his career as a private practise lawyer and worked at firms in Melbourne, New York and London.
The Student Opportunity Fund helps students to maximise opportunities available to them while studying at Bond, including internships, volunteer work, clinical placements and other life-changing experiences. The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group. The Fund provides support to interpreters — and by extension, to Income fund Australia the Deaf communities — from developing countries in the Oceania region. Stage one of this project provided the opportunity for interpreters from countries in the region to come to Australia for professional development and networking opportunities, including attending the ANC and ITNS. In 2014, the Fund shifted to stage two, which provides for the sending of Australian interpreter trainers to developing countries to deliver professional development.
Uses a bottom-up stock selection process that seeks companies with superior management, strong free cash flow, a competitive edge and low gearing. To achieve returns in excess of the S&P/ASX 200 Accumulation Index over the medium to long term. Latest insights, facts and figures about the asset classes and regions.

MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.
Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant Product Disclosure Statement before making a decision about whether to invest in any product. Geoff sits on a number of Boards pursuant to the management of his family’s investment holdings which range across property, equities, fixed income and private equity in Australia and globally. Geoff is also a director of the Precision Group which is involved in the acquisition, management and development of commercial property with interests in the retail, office and hospitality sectors of the property market.
For funds with less than 5 yrs performance history, refer to fact sheet for since inception returns. The final portfolio will be made up of between 15 and 60 stocks depending on the relative valuation of the major securities. Portfolio construction guidelines include limits to the fund’s exposure to any one company or security. SG Hiscock & Company is a multi award-winning boutique fund manager based in Melbourne specialising in Australian Equities and Property Securities – including Australian and global REITs .

Steve also discusses how these products work to manage risk, the rules and requirements of the deposits, and the key features of the CommBank Flexi Rate Deposits range. The RARE Infrastructure Value Fund aims to utilise the listed market to replicate the risk return profile of unlisted infrastructure. In this Money Masters course, Nick Langley will explore how an investment in listed infrastructure can be used in a portfolio, the ideal investment horizon for infrastructure assets and the research process RARE employs when it comes to stock selection. ETFs have been one of the fastest growing investment products in Australia recently as self-managed superannuation fund users continue to adopt ETFs for the flexibility and transparency they provide.
For nearly a decade, the Liberal Government’s mismanagement of our energy policy has been a threat to our economy - leaving Australia missing out on the jobs, growth, and opportunities that our abundant renewable resources could unlock. In our opinion you are entitled to crystallise any capital loss in the tax year that deregistration occurs providing you have not previously done so. If you did not crystallise your loss in the tax year the entity was deregistered, you may seek to re-open that year’s assessment but anyway should seek professional advice as to how best to proceed. Applications will be considered on a rolling basis at any time during the year, subject to available funds.

The Allan Gray Australia Opportunity Fund has a number of rules regarding minimum investment and holding periods. The Allan Gray Australian Opportunity Fund aims to outperform the RBA cash rate by implementing a contrarian approach to investing. Simon Mawhinney is the CEO, Portfolio Manager and Head of the Australian Equity team at Allan Gray Australia. Simon Mawhinney joined Allan Gray in 2006 as an analyst under the guidance of Simon Marais. He joined Allan Gray from Alliance Bernstein, where he held a role in Finance from 2004 to 2005. From 2001 to 2003, Simon worked in the Equity Markets group at Macquarie Bank.

Despite living in an age where we’re absolutely deluged with information, it’s becoming increasingly difficult to separate the signal from the noise. This is especially true in investing, where markets can be influenced by something so small as an errant Tweet. In this Market Update series, Platinum CEO Andrew Clifford explores where the true opportunities are hiding.
As a smart beta ETF, the UBS IQ Morningstar Australia Dividend Yield ETF provides the benefits of a traditional ETF in addition to a research-based process which allows it to identify 25 high quality and high yielding securities, underpinned by Morningstar Research. Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
A flat structure and a highly experienced investment team informs the philosophy and investments behind the Nikko AM Global Share Fund. The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can assist investors at different life stages and with different goals. Richard also discusses the tax advantages the Austock Life Imputation Bond offers and the range of investment options the bond has access to. The Nikko AM Australian Share Income Fund employs a comparative value analysis approach to investing, which enables it to identify and invest in stocks which hold intrinsic value. In this Money Masters course with Malcolm Whitten, you will learn about the dual portfolio manager system utilised by Nikko Asset Management, how this is beneficial to the Nikko AM Australian Share Income fund and the buy and sell discipline which underpins the fund. Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets.