POWERED BY MOMENTUM MEDIA
US managers urged to look to Australia
US investment managers have been told Australian investors represent a lucrative client base, as they pursue diversification and new sources of alpha.
Three Australian-based fund managers — Standard and Poor’s Fund Services, AXISS Australia and Equity Trustees Limited, have driven the message home.
The three Australian companies teamed up to promote the benefits of the Australian investment market through a sponsored networking event held in New York last week.
“Australian investors are seeking to allocate an increasing portion of their portfolios to international assets as a source of diversification and growth, and as local opportunities dry up,” said Standard and Poor’s Australia head of fund ratings Mark Hoven.
“While some new products and managers are being offered in Australia, gaps remain for high-quality US fund managers yet to been seen in Australia, or only seen to date at the wholesale level,” he said.
“In our view, under-represented sectors include emerging markets and property equities and debt, other forms of debt-like bank loans, and alternative investments like absolute return funds, private equity, and infrastructure,” Hoven said.
He said working with AXISS Australia and Equity Trustees, Standard and Poor’s hoped to establish a greater awareness of the opportunities available in the Australian market, as well as open up investment choice to Australian investors.
AUTHOR
Mike Taylor
Recommended for you
The Australian Prudential Regulation Authority (APRA) has placed superannuation front and centre in its 2025-26 corporate plan, signalling a period of intensified scrutiny over fund expenditure, governance and member outcomes.
Australian Retirement Trust (ART) has become a substantial shareholder in Tabcorp, taking a stake of just over 5 per cent in the gaming and wagering company.
AustralianSuper CEO Paul Schroder has said the fund will stay globally diversified but could tip more money into Australia if governments speed up decisions and provide clearer, long-term settings – warning any mandated local investment quota would be “a disaster”.
The Super Members Council (SMC) has called for streamlined super reporting to cut costs, boost investment flows, and strengthen retirement outcomes.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
74.26 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
72.60 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
44.46 3 y p.a(%)
4
Pengana High Conviction Equities B
39.12 3 y p.a(%)
5
Pengana High Conviction Equities A
39.05 3 y p.a(%)
