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Discover listed and unlisted funds with expertise across the full spectrum of markets.

Latest: Funds

Funds

L1 Capital's Catalyst Fund: Reflections on activism and the art of persuasion

L1 Capital's James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session.
Chris Conway
Livewire Markets
Fund in Focus
Sponsored

The 2 asset classes ripe for thriving in the new market regime

BlackRock's Tamara Haban-Beer Stats talks about the benefits of investing in infrastructure and REITs.
Hans Lee
Livewire Markets
Funds

Third LIC/LIT coming to market for 2024

Below we take a look at the key news items and announcements during October, which included the commencement of trading of MRE and a new LIC coming to market. In the...
Claire Aitchison
Independent Investment Research
Funds

If 24 LICs ran the Melbourne Cup, which would be our favourites

The 8th running of the Affluence LIC Melbourne Cup!
Daryl Wilson
Affluence Funds Management
Funds

Maximum relative drawdown in fund selection

Amongst high performing funds, consideration of maximum relative drawdown adds value in fund selection
Jason Hall
Hamilton12
Funds

The newly-listed ASX ETFs that have outperformed so far in 2024

For some of the 38 new ETP listings, it's been a strong start. For others... less so.
+2
Sara Allen
Livewire Markets
Funds

10 funds that have consistently underperformed over the long term

These funds have 0% batting averages, according to data sourced from Morningstar’s database.
Ally Selby
Livewire Markets
Funds

How to combine the best of passive and active investing for your portfolio

How smart-beta investing can help you target different factors or manage concentration risk in your portfolio
HUB
+5
Sara Allen
Livewire Markets
Fund in Focus
Sponsored

Australia's first direct spot Bitcoin ETF has launched. Here's where you will find it

After more than a decade of usage and years of building an investment case, the first direct spot Bitcoin ETF has arrived in Australia.
Hans Lee
Livewire Markets
Funds

FY24 LIC & LIT Review

With the FY24 results season all wrapped up in the attached report we take a look at the key news flow for the September as well as provide a review of results for...
Claire Aitchison
Independent Investment Research
Funds

Michael Rosen - Hedged for Success: convertible bonds explained

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the...
David Clark
Koda Capital
Funds
Sponsored

A new way to invest in commercial real estate

Metrics Credit Partners, a leading Australian alternative asset manager with approximately $20 billion of private debt and equity investments, has launched an initial...
Metrics Credit Partners
The Pitch

A crowded trade not worth pursuing - and an unloved trade worth a closer look

Even in bull markets, alternative investment strategies can accentuate your regular share portfolio's gains.
Hans Lee
Livewire Markets
The Pitch

Is now the time to switch out your bank stocks?

When bank valuations look stretched, here’s where to invest instead
Sara Allen
Livewire Markets
Funds

How this technology & AI themed fund manager navigated through the “carry trade blow up”

Stop loss discipline and a focus on fundamentals turned a draw-down month to a net positive month
Pieter De Weerdt
Antarctica Asset Management
The Pitch

Prepare your portfolio for the next volatility spike and beyond

Get your portfolio in shape for the next drawdown, whenever it may be, in this latest episode of The Pitch.
Hans Lee
Livewire Markets
Funds

August has a bit of everything for LMIs

There was plenty happening in August with a flurry of results being released. Below provides some of the key news items and announcements during August, which included...
Claire Aitchison
Independent Investment Research
The Pitch

3 strategies to protect your portfolio's gains in every market

Even in benign markets, investors can prepare their portfolios for whatever is next.
Hans Lee
Livewire Markets
Funds

Listed managed investments: Plenty of interest in LICs/LITs that are delivering

There was a number of LICs/LITs taking advantage of trading at or above NTA/NAV to raise capital with plenty of interest for those LICs/LITs that are delivering strong...
Claire Aitchison
Independent Investment Research
Funds

The Aussie large-cap funds that have consistently beaten the market

Livewire has partnered with Morningstar to find out which funds consistently topped the league tables over the past five and 10 years.
Ally Selby
Livewire Markets
Funds

The strategy purpose-built for the current market volatility

If you find yourself cursing the recent market volatility but don't want to give up equity exposure, this strategy might be for you.
Chris Conway
Livewire Markets
Funds

The allocators playbook for this credit cycle

How to use hedge fund allocations to navigate this credit cycle, profitably and safely
Pieter De Weerdt
Antarctica Asset Management
Funds

Top performing funds: This income fund returned 13.7% in FY24 to be one of Australia's best

It has a $2 trillion global market. But all anyone wants to know is whether its growth can continue.
Hans Lee
Livewire Markets
Funds

Top performing funds: How PIMCO delivered a 13.47% return in the financials sector despite peaking bank earnings

A multi-year deleveraging process and a surge in interest rates are creating a prime opportunity for subordinated financial debt.
Hans Lee
Livewire Markets
Funds

Top Performing Funds: The bond funds that crushed it in FY24

In a paltry year for global bond investments, these funds stood out.
Hans Lee
Livewire Markets
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