Quarterly Investment Update from the AAN Investment Committee
April 6, 2022
As many of you will note, the AAN Investment Committee have long maintained the policy of rebalancing models on a quarterly basis, and this was actioned last Friday. This process involves trimming positions that have performed well, topping up those that haven’t, and as part of this rebalance a number of changes were made to…
2021 Morningstar Australia Awards Announcement
February 25, 2021
A little over a week ago, Morningstar, a leading provider of independent investment research, announced the finalists of the 2021 Morningstar Australia Awards. This annual awards program is designed to recognise and celebrate the best of the Australian fund management profession, and the AAN Investment Committee are pleased to see that several funds in our portfolios have been…
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