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Latest articles

New General Manager – Self Employed Advice

26 Jun 2018 - Michael Csavas has been appointed General Manager – Self Employed Advice

Merricks Capital to partner with Australian Unity for $500 million mortgage fund

30 Apr 2018 - Australian Unity has formed a partnership with Merricks Capital to originate and manage a half a billion dollar portfolio of senior property loans.

The momentum factor driving the Australian share market

23 Nov 2017 - Research shows that momentum drives the Australian equity market more than most other developed markets around the world. Why is the momentum factor most influential in the Australian market?

Demand for sustainable investment pushes Altius Sustainable Bond Fund beyond $100m

05 Jun 2017 - The Altius Sustainable Bond Fund (SBF) has reached more than $100m in funds under management, reflecting increasing investor demand for sustainable fixed interest investments and SBF’s consistent year-on-year returns.

Ability, not relationship, what informed young investors want from advisers

01 Jun 2017 - Younger investors are focused on technical ability and results, not long-term relationship, when evaluating their financial advisers – according to data from the latest bi-annual Lifeplan ICFS Financial Advice Satisfaction Index.

Taking advantage of fixed interest investing

29 May 2017 - Bill Bovingdon, CIO Officer at Altius Asset Management, explains how he manages a fixed interest portfolio when rates look certain to rise.

Federation Alliance adds superannuation to its platform lineup

24 May 2016 - Federation Alliance has today announced the launch of Federation SuperTM, joining Federation Managed Accounts on the company's platform offering.

Women, Gen X most satisfied with financial advisers

05 May 2016 - Female investors, as well as investors aged under 45, are the most satisfied with their financial advisers, according to the latest results of the Lifeplan ICFS Financial Advice Satisfaction index*, suggesting financial advisers are successfully implementing strategies to broaden their client base.

Finding opportunities in difficult conditions

20 Mar 2016 - Mixed economic messages are causing confusion for investors, but according to Australian Unity Investments’ joint venture asset managers some of the risks for the year ahead have been overstated.

Altius fund receives responsible investment certification

14 Dec 2015 - The Altius Sustainable Bond Fund has been accredited by the Responsible Investment Association Australasia (RIAA) and is one of the first bond funds to be certified under its responsible investment program.

Senior Media Manager