Fe Analytics News Today

FE Fundinfo (FE) has integrated its two products FE Analytics and FE Cashcalc in a move it said will streamline the financial planning process for advisers.

Here they are. The first set of shortlists for the Professional Adviser Awards 2023…

A new range of ESG-related features has been designed by FE fundinfo within both FE Analytics and FE CashCalc to boost its ESG proposition for financial advisers.

US equities have had a weak first half of the year, which has many investors wondering whether they should be buying the dip.

In another year of the pandemic, which growth superannuation fund was best able to navigate the market environment for its members?

The sector average during this time period was 31.7%. Despite the sharp market sell-off in March 2020, due to the COVID-19 pandemic, all of the top funds along with the sector average have managed to regain losses. Top five performing mixed asset balanced super funds over the five years to 31 January 2021 Source: FE Analytics However, the start of 2021 looked difference with the top-performing fund for the sector being OnePath Integra Super Schroders Balanced at 1.36%. This was followed by Cres...

Source: FE Analytics All of the average Asia Pacific ex Japan funds also managed to recover the March sell-off losses and continued to deliver returns while the average Australian equity fund did not recover losses. The top-performing Asia Pacific ex Japan fund was ANZ ASA BT Wholesale Asian Share Manager with a return of 25.85%. This was followed by MLC MK Business Super Platinum Asia at 25.37%, CFS FC W PersonalSuper Platinum Wholesale Asia at 24.55%, CFS Platinum Asia Select at 24.4%, and CF...

Only 18 out of 110 Australian property super funds made a return in 2020, with only one managing to recover losses from the COVID-19 sell-off, according to data.

The sector average for Australian equity superannuation funds was 2.21% during 2020 compared to global equity super funds that returned 5.4%, according to data.

“China equity funds recorded their 30th consecutive retail inflow despite last week’s institutional exodus. Institutional investors were net redeemers for the second straight week as they looked to sidestep any fallout from official efforts to keep the COVID-19 pandemic contained going into the Chinese New Year, usually a period when millions of people travel within the country,” EPFR said. EPFR found that Israel’s aggressive vaccination rollout program and its reputation in the cyberse...