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25 March 2015
Interview with Smarter Money Investments Portfolio Manager

Interview with SMI Portfolio Manager

Watch an SMSF Adviser interview with SMI's Christopher Joye

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24 March 2015
ASIC uncovers investor bias to hybrid securities

Originally published in the Australian Financial Review

By Christopher Joye

To its immense credit, Greg Medcraft's Australian Securities and Investments Commission (ASIC) has undertaken laboratory experiments to determine whether punters suffering from "behavioural biases" are more likely to accept sales pitches to invest in complex "hybrid" securities.

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19 March 2015
Smarter Money Investments awarded $50m insto mandate and 5 star Morningstar rating received by Smarter Money Active Cash Fund

The boutique fixed-income fund manager Smarter Money Investments (“SMI”) is delighted to reveal that it has been awarded a $50 million institutional mandate, which lifts total funds under management to over $250 million.

As at 28 February 2015 the Smarter Money Active Cash Fund (Assisted Units) received a five-star Morningstar Rating, based on its assessed 3 year risk-adjusted performance within the Morningstar Peer Group - Australian Short Term Fixed Interest – Investment Trust, since February 2012.

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