Research & Insights

Video
Ausbil wins top SMSF Adviser Award

31st August 2021

Ausbil wins top SMSF Adviser Award

+ Ausbil Investment Management has been named the country’s best Australian Equities Fund Manager by SMSF Adviser magazine at its...

Tagged /

Video
Global Small Caps: From unrecognised growth to future global titans

31st August 2021

Global Small Caps: From unrecognised growth to future global titans

+ Small companies offer the potential for growth that can exceed their larger peers over the long term, an assertion supported by the data. ...

Tagged /

Video
Iron Ore - Some Perspective on a Polarising Market

30th August 2021

Iron Ore - Some Perspective on a Polarising Market

+ Our expectations for Iron Ore prices to soften from their elevated levels were confirmed in recent weeks and had been based on two premise...

Tagged /

Video
Iron Ore - Some Perspective on a Polarising Market

30th July 2021

Iron Ore - Some Perspective on a Polarising Market

+ Iron Ore remains a commodity that polarises the market. While supply continues to be the main focus of the market, demand has
been ...

Tagged /

Video
Active dividend Iincome after the pandemic: From 'pub with no beer' to multi-year growth outlook

30th July 2021

Active dividend Iincome after the pandemic: From 'pub with no beer' to multi-year growth outlook

+ The pandemic and the COVID sell-down, a potential nightmare scenario for income investors, has given us a real-life stress test in wh...

Tagged /

Video
Play

26th July 2021

Ausbil Global SmallCap Fund celebrates three-year anniversary

+ Ausbil Global SmallCap Fund Portfolio Managers Simon Wood and Tobias Bucks talk about the performance of the fund on its three-year annive...

Tagged /

Video
2021 Ausbil Modern Slavery Statement

30th June 2021

2021 Ausbil Modern Slavery Statement

+ Ausbil has chosen to submit this Statement on a voluntary basis. While not mandatory by the requirements of the Act, Ausbil is seekin...

Tagged /

Video
Dividend recovery poised for further upside: Ausbil

11th June 2021

Dividend recovery poised for further upside: Ausbil

+ Share dividends are recovering strongly from pandemic lows, with the potential for further “upside surprise” in certain s...

Tagged /

Video
Outlook for Equities: The macro environment and the outlook for multi-year earnings growth

31st May 2021

Outlook for Equities: The macro environment and the outlook for multi-year earnings growth

+Faced with the headwinds of pronounced health and economic uncertainty, Ausbil’s investment process successfully navigated the extrem...

Tagged /

Video
Ausbil celebrates Australian SmallCap Fund 1 year Anniversary

31st May 2021

Ausbil celebrates Australian SmallCap Fund 1 year Anniversary

+ In April 2021, Ausbil celebrated the first anniversary of the Ausbil SmallCap Fund with the portfolio posting a performance of +82.31...

Tagged /

Video
Play

20th May 2021

Ausbil Australian SmallCap Fund celebrates its first year anniversary

+ Ausbil Australian SmallCap Fund Portfolio Managers Mason Willoughby-Thomas and Arden Jennings talk about the outlook for small caps, the p...

Tagged /

Video
2021 Ausbil Investment Roadshow - Paul Xiradis

14th May 2021

2021 Ausbil Investment Roadshow - Paul Xiradis

+ Ausbil Investment Management Executive Chairman, Chief Investment Officer and Head of Equities Paul Xiradis presents at the 2021 Ausbil In...

Tagged /

Video
2021 Ausbil Investment Roadshow - Jim Chronis

14th May 2021

2021 Ausbil Investment Roadshow - Jim Chronis

+ Ausbil Investment Management Chief Economist Jim Chronis presents at the 2021 Ausbil Investment Roadshow in Sydney.

Tagged /

Video
2021 Ausbil Investment Roadshow - Nicholas Condoleon

14th May 2021

2021 Ausbil Investment Roadshow - Nicholas Condoleon

+ Nicholas Condoleon, Portfolio Manager of the Ausbil Active Sustainable Equity and Head of Equities Research, presents at the 2021 Aus...

Tagged /

Video
2021 Ausbil Investment Roadshow - Michael Price

14th May 2021

2021 Ausbil Investment Roadshow - Michael Price

+ Michael Price, Portfolio Manager of the Ausbil Active Dividend Income Fund, presents at the 2021 Ausbil Investment Roadshow in Sydney...

Tagged /

Video
Green Mining: Forget Tesla, EVs are everywhere

30th April 2021

Green Mining: Forget Tesla, EVs are everywhere

+ With a trend towards a low carbon future, we look at some of the opportunities, trends and challenges in reducing the carbon footprint of ...

Tagged /

Video
Communication tower infrastructure: Explaining the 'G's' that are changing communications

19th April 2021

Communication tower infrastructure: Explaining the 'G's' that are changing communications

+ After years of cable broadband, is 5G set to change everything in the communications market? How are the opportunities in 5G benefitt...

Tagged /

Video
Play

12th April 2021

Ausbil Global Resources Fund Portfolio Update

+ In this interview, Global Resources Portfolio Managers, Luke Smith and James Stewart talk to the Finance News Network about their bullish ...

Tagged /

Video
Ausbil's Australian SmallCap Fund recieves 'Recommended' rating

8th April 2021

Ausbil's Australian SmallCap Fund recieves 'Recommended' rating

+ Ausbil is pleased to announce that Zenith Investment Partners (Zenith) has awarded its Australian SmallCap Fund (Fund) with a Recommended ...

Tagged /

Video
Zenith awards Ausbil Long Short Focus Fund a 'Recommended' rating

8th April 2021

Zenith awards Ausbil Long Short Focus Fund a 'Recommended' rating

+ Ausbil is pleased to announce that the Ausbil Long Short Focus Fund has received a Recommended rating from Zenith Investment Partners (Zen...

Tagged /

Video
Ausbil ESG Advocacy and Engagement Annual Report 2020

22nd March 2021

Ausbil ESG Advocacy and Engagement Annual Report 2020

+ As with all years, our 2020 engagement calendar included focused meetings with the leaders and boards of Australia’s listed companie...

Tagged /

Video
Active investment management - the quiet achiever

26th February 2021

Active investment management - the quiet achiever

+ In all the recent talk on the rise of passive investment strategies, their active counterparts have been steadily compounding outperforman...

Tagged /

Video
Zenith Report - Australian Emerging Leaders Fund

25th February 2021

Zenith Report - Australian Emerging Leaders Fund

+ Adviser Use Only 

Tagged /

Video
Excluding fossil fuels from Ausbil's Active Sustainable Equity Fund
Play

17th February 2021

Excluding fossil fuels from Ausbil's Active Sustainable Equity Fund

+ Ausbil’s Active Sustainable Equity Fund Portfolio Manager Nicholas Condoleon and Ausbil Investment Management's Head of ESG Rese...

Tagged /

Video
Ausbil's Active Sustainable Fund divests Fossil Fuels

16th February 2021

Ausbil's Active Sustainable Fund divests Fossil Fuels

+ Ausbil is pleased to announce that the Ausbil Active Sustainable Equity Fund (Fund) celebrated a successful 3-years since inception on 31 ...

Tagged /

Video
Lonsec upgrades the MacKay Shields Multi-Sector Bond Fund to 'Recommended'

18th December 2020

Lonsec upgrades the MacKay Shields Multi-Sector Bond Fund to 'Recommended'

+ Ausbil is pleased to announce that Lonsec has upgraded the MacKay Shields Multi-Sector Bond Fund to a rating of ‘Recommended’,...

Tagged /

Video
Energy transition series: Gas LDC networks, is the future renewable?

15th December 2020

Energy transition series: Gas LDC networks, is the future renewable?

+ In a series on energy transition and the world’s investible infrastructure assets, Ausbil’s Global Listed Infrastructure ...

Tagged /

Video
Investing in the big picture
Play

9th December 2020

Investing in the big picture

+ Carlsson explains what it means to invest in ESG-focused companies in 2020, and how an investor can leverage the move to decarbonisation.&...

Tagged /

Video
Paul Xiradis on the Equity Market Outlook for 2021

3rd December 2020

Paul Xiradis on the Equity Market Outlook for 2021

+ Ausbil continues to forecast a 'u-shaped' recovery profile for the global and Australian economies, further supported by recent de...

Tagged /

Video
How to play the next structural growth trend
Play

1st December 2020

How to play the next structural growth trend

+ In this short video, Condoleon, Portfolio Manager of the Ausbil Active Sustainable Equity Fund outlines why sustainable investing is a str...

Tagged /

Video
Investing in quality companies of the future
Play

25th November 2020

Investing in quality companies of the future

+ Investing in the future has become a priority for many investors. Slowly but surely, investors have become more conscious of environmental...

Tagged /

Video
Investor statement on modern slavery, human trafficking and labour exploitation issues

23rd November 2020

Investor statement on modern slavery, human trafficking and labour exploitation issues

+ As investors, we see modern slavery, human trafficking and labour exploitation as something that goes beyond ethics.

Tagged /

Video
Lonsec Report - MacKay Shields Multi-Sector Bond Fund

19th November 2020

Lonsec Report - MacKay Shields Multi-Sector Bond Fund

+ Adviser use only 

Tagged /

Video
Ausbil wins Responsible Investments award in Zenith Fund Awards 2020

16th November 2020

Ausbil wins Responsible Investments award in Zenith Fund Awards 2020

+ Ausbil has been named the winner of the Responsible Investments award category in the Zenith Fund Awards 2020 for the Ausbil Active Sustai...

Tagged /

Video
The New Paradigm for Commodities
Play

1st November 2020

The New Paradigm for Commodities

+ Watch Luke Smith and James Stewart, Ausbil's Global Resources Portfolio Managers discuss all things commodities with The Inside Networ...

Tagged /

Video
The Unrecognised Potential of Global Small Caps
Play

1st November 2020

The Unrecognised Potential of Global Small Caps

+ Ausbil's Tobias Bucks & Simon Wood go INDepth with Peter White from The Inside Network on the subject of 'The Unrecognised Pot...

Tagged /

Video
Developing opportunities in the electric vehicle supply chain

30th October 2020

Developing opportunities in the electric vehicle supply chain

+ This quarter, we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particul...

Tagged /

Video
The 2020 US Election: An Infrastructure Perspective

28th September 2020

The 2020 US Election: An Infrastructure Perspective

+ Ausbil’s Listed Infrastructure Team has been looking over the form guide for the coming US election, and what differences the two ca...

Tagged /

Video
Lonsec Report - Ausbil Australian Active Equity Fund

14th September 2020

Lonsec Report - Ausbil Australian Active Equity Fund

+ Adviser use only 

Tagged /

Video
Lonsec Report - Ausbil Australian Emerging Leaders Fund

14th September 2020

Lonsec Report - Ausbil Australian Emerging Leaders Fund

+ Adviser use only

Tagged /

Video
Lonsec Report - Ausbil 130/30 Focus Fund

14th September 2020

Lonsec Report - Ausbil 130/30 Focus Fund

+ Adviser use only 

Tagged /

Video
Lonsec Report - Ausbil Australian Geared Equity Fund

14th September 2020

Lonsec Report - Ausbil Australian Geared Equity Fund

+ Adviser use only 

Tagged /

Video
BT Approves Ausbil Active Sustainable Equity Fund for Platforms

11th September 2020

BT Approves Ausbil Active Sustainable Equity Fund for Platforms

+ Ausbil are pleased to announce that BT has approved the Ausbil Active Sustainable Equity Fund (Fund) for the BT Panorama and BT Wrap super...

Tagged /

Video
Tim Humphreys on the once-in-a-decade opportunity in infrastructure from COVID-19

30th June 2020

Tim Humphreys on the once-in-a-decade opportunity in infrastructure from COVID-19

+ The rapid, multi-sector, and indiscriminate sell-down in markets experienced in March 2020 as a result of COVID-19 was lightning fast...

Tagged /

Video
Ausbil Climate Policy 2020

18th June 2020

Ausbil Climate Policy 2020

+ Ausbil: responsible management of the climate risks and opportunities. As an institutional and responsibile entity, Ausbil has a duty...

Tagged /

Video
Zenith Report - Ausbil Australian Active Equity Fund

18th June 2020

Zenith Report - Ausbil Australian Active Equity Fund

+ Adviser Use Only 

Tagged /

Video
Zenith Report - Ausbil Australian Geared Equity Fund

18th June 2020

Zenith Report - Ausbil Australian Geared Equity Fund

+ Adviser Use Only 

Tagged /

Video
Zenith Report - Active Sustainable Equity Fund

18th June 2020

Zenith Report - Active Sustainable Equity Fund

+ Adviser Use Only

Tagged /

Video
Zenith Report - Ausbil 130/30 Focus Fund

9th June 2020

Zenith Report - Ausbil 130/30 Focus Fund

+ Adviser Use Only 

Tagged /

Video
Ausbil announces promotions in Portfolio Management and Equities Research

14th April 2020

Ausbil announces promotions in Portfolio Management and Equities Research

+ Ausbil is pleased to announce promotions in its equity research and portfolio management teams that recognise longstanding track records o...

Tagged /

Video
COVID-19 and how we are seeking to mitigate the risks

31st March 2020

COVID-19 and how we are seeking to mitigate the risks

+ With the world on high alert regarding the current Coronavirus/COVID-19 pandemic, we wanted to take this opportunity to share with you the...

Tagged /

Video
Ausbil appoints new equities analyst: David Lloyd

31st March 2020

Ausbil appoints new equities analyst: David Lloyd

+ Ausbil is pleased to announce that seasoned equities analyst, David Lloyd, will be joining Ausbil’s Equity Research Team, led by Nic...

Tagged /

Video
2019 Ausbil ESG Advocacy and Engagement Report

11th March 2020

2019 Ausbil ESG Advocacy and Engagement Report

+ In 2019, Ausbil completed another big year of advocacy and engagement across a spectrum of ESG issues that are critical to investors,...

Tagged /

Video
Zenith Report - MacKay Shields Multi-Sector Bond Fund

27th February 2020

Zenith Report - MacKay Shields Multi-Sector Bond Fund

+ Adviser Use Only 

Tagged /

Video
Ausbil appoints Key Account Manager

7th February 2020

Ausbil appoints Key Account Manager

+ Ausbil is pleased to announce the appointment of Rebecca Morgan to the role of Key Account Manager, VIC and SA, reporting to Hik Chadirchi...

Tagged /

Video
Lonsec Report - Candriam Sustainable Global Equity Fund

4th February 2020

Lonsec Report - Candriam Sustainable Global Equity Fund

+ Adviser use only 

Tagged /

Video
Play

20th December 2019

Ausbil on combating slavery in supply chains

+ Head of ESG Research, Måns Carlsson-Sweeny, talks about his work with companies combating slavery in investment supply chains and his inpu...

Tagged /

Video
Ausbil Global SmallCap Fund "Approved" by Zenith Investment Partners

17th December 2019

Ausbil Global SmallCap Fund "Approved" by Zenith Investment Partners

+ The Ausbil Global SmallCap Fund actively invests in global small-cap market opportunities across the world’s developed markets, seek...

Tagged /

Video
Human rights and ethical sourcing: Asia driving developments in ESG

5th December 2019

Human rights and ethical sourcing: Asia driving developments in ESG

+ Our recent visit across Asia highlighted some major changes that can lead to new types of ESG risks, particularly in the human rights spac...

Tagged /

Video
The Problem (and Opportunity) with Plastics

28th November 2019

The Problem (and Opportunity) with Plastics

+ Plastics are a major threat to the environment, and the wellbeing of society, but one that we believe can be managed, and reduced. Learn a...

Tagged /

Video
Play

27th November 2019

Webinar - Ausbil Global Resources

+ Listen to our webinar with Luke Smith and James Stewart, Portfolio Managers' of the Ausbil Global Resources Fund.

Tagged /

Video
Companies focused on improving ESG scores are tomorrow’s winners

21st November 2019

Companies focused on improving ESG scores are tomorrow’s winners

+ Ausbil believes it is important to not only consider companies that are industry leaders in environment, social and governance (ESG) but a...

Tagged /

Video
Play

21st November 2019

Portfolio update - Ausbil Active Sustainable Equity Fund

+ Ausbil Investment Management Chief Investment Officer, Paul Xiradis and Ausbil Head of ESG Research, Måns Carlsson-Sweeny, provide an upda...

Tagged /

Video
Winner: Ausbil Fund recognised at Lonsec awards for ESG investing and engagement

19th November 2019

Winner: Ausbil Fund recognised at Lonsec awards for ESG investing and engagement

+ Lonsec has awarded the Ausbil Active Sustainable Equity Fund as the winner of it Sustainable Investment Award.

Tagged /

Video
Play

14th November 2019

Are renewables infrastructure's black gold

+ In some parts of the world, renewables are cheaper than fossil fuels and this trend is one to watch if you’re interested in investin...

Tagged /

Video
Play

5th November 2019

The essentials of essential infrastructure stocks

+ Today, infrastructure investors can invest in assets such as toll roads, mobile towers and long-haul pipelines. In this short video, ...

Tagged /

Video
Modern Slavery Reporting - Guide for Investors

5th November 2019

Modern Slavery Reporting - Guide for Investors

+ Ausbil's ESG team have contributed to the Modern Slavery Guide for Investors. The guide was prepared by the Australian Council of Supe...

Tagged /

Video
Webinar - Ausbil Global SmallCap Fund
Play

1st November 2019

Webinar - Ausbil Global SmallCap Fund

+ Listen to our webinar with Simon Wood and Tobias Bucks, Portfolio Managers' of the Ausbil Global SmallCap Fund.

Tagged /

Video
The compelling case for global natural resources

31st October 2019

The compelling case for global natural resources

+ Global resources, and their associated industries, offer investors significant benefits that are often difficult to access because of the ...

Tagged /

Video
Ausbil recognised for action on modern slavery

30th October 2019

Ausbil recognised for action on modern slavery

+ Ausbil Investment Management’s Head of ESG Research, Måns Carlsson-Sweeny, has been recognised with an Anti-Slavery Australia Freedo...

Tagged /

Video
Ausbil first in Australia to sign the landmark declaration on plastics

14th October 2019

Ausbil first in Australia to sign the landmark declaration on plastics

+ Ausbil has become the first Australian company to sign the landmark Investor Declaration on Plastic Pollution, a declaration citing plasti...

Tagged /

Video
Play

18th September 2019

Ausbil Global Resources Fund

+ Ausbil Global Resources Fund Portfolio Managers, Luke Smith and James Stewart introduce the fund, the return characteristics of global res...

Tagged /

Video
Ausbil Reporting Season Wrap - August 2019

16th September 2019

Ausbil Reporting Season Wrap - August 2019

+ Overall, the reporting season had mixed results with weak revisions to FY19 EPS growth, downgraded to just +1% from estimate of +9% at the...

Tagged /

Video
Ausbil Active Sustainable Equity Fund 'recommended' by Lonsec

5th September 2019

Ausbil Active Sustainable Equity Fund 'recommended' by Lonsec

+ Research house Lonsec has given a 'recommended' rating for the Ausbil Active Sustainable Equity Fund.

Tagged /

Video
Ausbil Active Dividend Income Fund 'recommended' by Lonsec

5th September 2019

Ausbil Active Dividend Income Fund 'recommended' by Lonsec

+ Research house Lonsec has given a 'recommended' rating for the Ausbil Active Dividend Income Fund.

Tagged /

Video
Finding an edge in global markets: Ausbil Global Investment Forum

3rd September 2019

Finding an edge in global markets: Ausbil Global Investment Forum

+ Ausbil is bringing together select global investment funds that offer investors an edge in global equity markets.

Tagged /

Video
Play

22nd August 2019

Ausbil Global SmallCaps in pursuit of great companies

+ Ausbil Global SmallCap Fund Portfolio Managers, Simon Wood and Tobias Bucks, introduce the fund, their investment style and the opportunit...

Tagged /

Video
Play

6th August 2019

Ausbil Global Essential Infrastructure Fund

+ Ausbil Global Essential Infrastructure Fund, Portfolio Managers, Tim Humphreys & Jonathan Reyes introduce the fund, the unique return ...

Tagged /

Video
Back to the future: The superior risk return characteristics of the Ausbil essential infrastructure universe

5th August 2019

Back to the future: The superior risk return characteristics of the Ausbil essential infrastructure universe

+ So what is Ausbil essential infrastructure, and how does it provide such a favourable risk-adjusted return for investors
 

Tagged /

Video
'Superior' rating awarded to Ausbil Global Essential Infrastructure Fund

9th July 2019

'Superior' rating awarded to Ausbil Global Essential Infrastructure Fund

+ Ratings house SQM has awarded the Ausbil Global Essential Infrastructure Fund a ‘Superior’ rating for investors seeking out al...

Tagged /

Video
Ausbil appoints new Financial Officer

2nd July 2019

Ausbil appoints new Financial Officer

+ Ausbil Investment Management today announced the appointment of Vicki Gemisis to the role of Chief Financial Officer.

Tagged /

Video

17th June 2019

Ausbil appoints National Manager, Institutional Business

+ In response to increasing demand both domestically and internationally, Ausbil Investment Management (Ausbil) has appointed Camilla Skalbe...

Tagged /

Video
2019 Ausbil Roadshow - Economic outlook - Jim Chronis

6th June 2019

2019 Ausbil Roadshow - Economic outlook - Jim Chronis

+ Economic outlook 

Jim Chronis
Ausbil Chief Economist

Tagged /

Video
2019 Ausbil Roadshow - Australian Equity Market - Paul Xiradis

6th June 2019

2019 Ausbil Roadshow - Australian Equity Market - Paul Xiradis

+ Australian Equity Market

+ Paul Xiradis
Executive Chairman, Chief Investment Officer, Head of Equities

Tagged /

Video
2019 Ausbil Roadshow - Dividend Income - Michael Price

6th June 2019

2019 Ausbil Roadshow - Dividend Income - Michael Price

+ Active Dividend Income

+ Michael Price
Portfolio Manager, Ausbil Active Dividend Income Fund

Tagged /

Video
Developments in iron ore: Supply contraction and Chinese demand drives prices higher

6th June 2019

Developments in iron ore: Supply contraction and Chinese demand drives prices higher

+ The world is paying significantly more for iron ore today than it was last year, largely because of a number of supply constraints, includ...

Tagged /

Video

4th June 2019

Recommended rating awarded to Ausbil Active Dividend Income Fund

+ As interest in higher-yielding income increases, Zenith has awarded the Ausbil Active Dividend Income Fund a timely 'Recommended' ...

Tagged /

Video

30th May 2019

Ausbil Investment Roadshow

+ 2019 Ausbil Investment Roadshow slides are now available 

Tagged /

Video
Ausbil Environment Social and Governance (ESG) Policy

6th May 2019

Ausbil Environment Social and Governance (ESG) Policy

+ Our purpose is the intergration of ESG for better informed investment decsions, with active engagement and proprietary ESG research

Tagged /

Video

23rd April 2019

Ausbil Reporting Season Wrap

+ The reporting season for HY19 arrived in the wake of a strong global equity rebound with the Australian market delivering around 10% over ...

Tagged /

Video
2018 Ausbil ESG Engagement Report

15th March 2019

2018 Ausbil ESG Engagement Report

+ In 2018, Ausbil engaged with corporates, governments, and non-government organisations in 22 ESG areas, with significant concentration on ...

Tagged /

Video
Play

13th March 2019

Ausbil Active Dividend Income Fund, Portfolio Manager, Michael Price

+ Portfolio Manager, Michael Price introduces the Active Dividend Income Fund, its objectives and its approach to investing and key features...

Tagged /

Video

12th March 2019

ESG Engagement driving major change in corporate practices

+ Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management, said 2018 was a significant year in terms of ESG developments ...

Tagged /

Video
Paul Xiradis interview on Talking Business with Alan Kohler

1st March 2019

Paul Xiradis interview on Talking Business with Alan Kohler

+ Talking Business is an inflight entertainment radio program on Qantas, hosted by Alan Kohler. Each month business leaders, entreprene...

Tagged /

Video
YourMoney Interview with Michael Price, Portfolio Manager, Ausbil Active Dividend Income Fund

1st March 2019

YourMoney Interview with Michael Price, Portfolio Manager, Ausbil Active Dividend Income Fund

+ Michael Price from Ausbil Investment Management joins a panel of guests to discuss the flurry of dividends after reporting season.

Tagged /

Video

20th February 2019

Ausbil launches active, tactical dividend income fund

+ Leading Australian investment house, Ausbil, launches an Active Dividend Income Fund combining a core and tactical allocation approach to ...

Tagged /

Video
Play

13th February 2019

Webinar - Ausbil Global SmallCap Fund

+ Listen to our webinar with Simon Wood and Tobias Bucks, Portfolio Managers' of the Ausbil Global SmallCap Fund.

Tagged /

Video
Play

24th January 2019

Webinar - Ausbil Australian Emerging Leaders Update

+ Listen to our webinar with John Grace, Co-Head of Equities, Portfolio Manager of the Ausbil Australian Emerging Leaders Fund. 

Tagged /

Video

20th November 2018

The Modern Slavery in Supply Chains - Investment Implications

The Modern Slavery Act has recently passed the House of Representatives. Read more...

Tagged /

Video

8th November 2018

Modern Slavery - An investment and social risk

+ The International Labour Organization (ILO) estimated in 2016 that there are 40.3 million people globally who live under conditions of sla...

Tagged /

Video
Play

1st November 2018

Ausbil Active Sustainable Equity Fund // Paul Xiradis, CIO, Head of Equities

Ausbil Investment Management, Head of ESG Research, Mans Carlsson-Sweeny is joined by CIO, Head of Equities & Portfolio Manager, Ausbil ...

Tagged /

Video
Play

15th October 2018

John Grace // Co-Head of Equities // Ausbil Australian Emerging Leaders Fund

+ John Grace provides an overview of the portfolio, changes post reporting season and outlook for the second half of 2018.

Tagged /

Video

8th October 2018

ESG Reporting Season Wrap

+ In our opinion, the way companies manage human rights risk in their supply chains can be a good proxy for management quality. Moreover, bu...

Tagged /

Video
Fund Information - Ausbil Active Sustainable Equity Fund

2nd October 2018

Fund Information - Ausbil Active Sustainable Equity Fund

+ Investment Aim 
+ Key features of the strategy 
+ Key benefits of the strategy 
+ Investment style

Tagged /

Video
Fund Information - Ausbil Australian Concentrated Equity Fund

2nd October 2018

Fund Information - Ausbil Australian Concentrated Equity Fund

+ Investment Aim 
+ Key features of the strategy 
+ Key benefits of the strategy 
+ Investment style

Tagged /

Video
Fund Information - Ausbil Australian Active Equity Fund

2nd October 2018

Fund Information - Ausbil Australian Active Equity Fund

+ Investment Aim 
+ Key features of the strategy 
+ Key benefits of the strategy 
+ Investment style

Tagged /

Video
Fund Information - Ausbil 130/30 Focus Fund

2nd October 2018

Fund Information - Ausbil 130/30 Focus Fund

+ Investment Aim 
+ Why Long Short?
+ Key features of the strategy
+ Investment Style 
+ Meet the Mana...

Tagged /

Video
Fund Information - Ausbil Emerging Leaders Fund

2nd October 2018

Fund Information - Ausbil Emerging Leaders Fund

+ Investment Aim
+ Key Features of the strategy
+ Investment Style
+ Meet the manager

Tagged /

Video
Fund Information - Ausbil Geared Equity Fund

2nd October 2018

Fund Information - Ausbil Geared Equity Fund

+ Investment Aim
+ Key features of the strategy
+ Key benefits of the strategy
+ Investment Style
+ Meet th...

Tagged /

Video

27th September 2018

Candriam Sustainable Global Equity Fund wins top rating

+ The Candriam Sustainable Global Equity Fund has received a ‘Highly Recommended’ rating from Lonsec Research.
 

Tagged /

Video

25th September 2018

MacKay Shields Unconstrained Bond Fund achieves high rating

+ The MacKay Shields Unconstrained Bond Fund has received a ‘Superior’ rating from SQM Research. 
 

Tagged /

Video
Investor Toolkit l Human Rights With Focus On Supply Chains

24th September 2018

Investor Toolkit l Human Rights With Focus On Supply Chains

+ Ausbil's ESG team have contributed to the RIAA's Investor Toolkit.

Tagged /

Video

24th September 2018

Reporting Season Wrap

+ Profit results showed a broadly even split between companies that respectively missed and beat consensus earnings forecasts. Slightly more...

Tagged /

Video

7th June 2018

Demystifying Sustainable Investing

+ Listen to our webinar hosted by our ESG team. Learn more about ESG integration and how Ausbil integrate ESG into our portfolios. 

Tagged /

Video
2018 Ausbil Roadshow - Economic Global Outlook
Play

31st May 2018

2018 Ausbil Roadshow - Economic Global Outlook

+ Economic Global Outlook 

Jim Chronis
Ausbil Chief Economist 

Tagged /

Video
2018 Ausbil Roadshow - Australian Equity Market - Paul Xiradis
Play

31st May 2018

2018 Ausbil Roadshow - Australian Equity Market - Paul Xiradis

+ Paul Xiradis 

Executive Chairman, Chief Investment Officer, Head of Equities

Tagged /

Video
2018 Ausbil Roadshow - Australian Equity Market - Gian Pandit
Play

31st May 2018

2018 Ausbil Roadshow - Australian Equity Market - Gian Pandit

+Gian Pandit 

Deputy Head of Equities

Tagged /

Video
2018 Ausbil Roadshow - Australian Equity Market - Mason Willoughby-Thomas
Play

30th May 2018

2018 Ausbil Roadshow - Australian Equity Market - Mason Willoughby-Thomas

+ Mason Willoughby-Thomas

Portfolio Manager
Ausbil MicroCap Fund

Tagged /

Video

28th May 2018

Ausbil moves into global infrastructure

+ Ausbil has hired a team of four experienced investment professionals to manage a new global listed infrastructure strategy.

Tagged /

Video
Play

11th May 2018

Nearmap: Crossing the gap from concept to reality

+ Mason Willoughby-Thomas, Portfolio Manager of Ausbil's MicroCap Fund provides detail into the commercial application of Nearmap's&...

Tagged /

Video
Play

9th May 2018

Undiscovered, under researched and under owned

+ Arden Jennings, Co-Portfolio Manager of the Ausbil MicroCap Fund, says the majority of his time is spent on 'bottom up' analysis o...

Tagged /

Video

16th April 2018

Ausbil ESG Engagement Report 2017

This paper provides a summary of Ausbil’s ESG engagement activities during 2017. This includes main engagement themes; objectives, act...

Tagged /

Video
Play

27th March 2018

Ausbil MicroCap Fund // 1H18 Reporting Season

+ Ausbil MicroCap Fund Portfolio Manager Mason Willoughby-Thomas & Co-Portfolio Manager, Arden Jennings provide an overview of 1H18...

Tagged /

Video

27th March 2018

SQM recognises Ausbil's MicroCap Fund

+ SQM Research has awarded Ausbil’s MicroCap Fund a 4 star, “Superior” rating.

Tagged /

Video

19th March 2018

Our registry details have changed

+ From 19 March 2018, Ausbil's fax number, bank account and GPO Box will be changing. Find out more information here.

Tagged /

Video

28th February 2018

Telco's: Delivering an NBN Network to Australians

+ It was an exciting moment when the national broadband network (NBN) was first announced back in April 2009. The nation was promised fast i...

Tagged /

Video

13th November 2017

Telecoms: Keeping pace with the Fourth Industrial Revolution

+ Look around and you can see how technology has changed the way we live our lives, even as recently as five years ago. The pace of change f...

Tagged /

Video
Play

3rd November 2017

Ausbil MicroCap Fund // Portfolio Update // Mason Willoughby-Thomas // Arden Jennings

+ Ausbil MicroCap Fund Portfolio Manager Mason Willoughby-Thomas and Equities Analyst Arden Jennings talk portfolio positioning, fund activi...

Tagged /

Video

23rd October 2017

Ausbil 130/30 Focus Fund is Highly Recommended by Lonsec

+ Lonsec Research has given a ‘Highly Recommended’ rating to the Ausbil 130/30 Focus Fund – Wholesale Class.
 

Tagged /

Video
Play

13th October 2017

Ausbil Australian Active Equity Fund // Paul Xiradis // Executive Chairman, CIO, Head of Equities

+ Paul Xiradis discusses the current positioning of the Australian Active Equity Fund and provides an update on the reporting season. 

Tagged /

Video

2nd October 2017

Increasing pressure on the consumer

+ The main focus during the profit reporting season was understandably on earnings and dividends, but at Ausbil Investment Management
...

Tagged /

Video

18th September 2017

ESG insights from FY17 reporting season

+ Ausbil integrates environmental, social and governance (ESG) factors in order to make better informed investment decisions. ESG issues can...

Tagged /

Video

16th August 2017

ICR Summary Table - Ausbil Investment Management

Indirect Cost Ratio as at June 2017. This document also details past Indirect Cost Ratios from 2014-2017.

Tagged /

Video

9th August 2017

Financial Services Guide

+ This Financial Services Guide is an important document that tells you about the services and products that Ausbil Investment Manageme...

Tagged /

Video

28th July 2017

Investor statement on the 4th anniversary of the Rana Plaza Tragedy

+ Four years have passed since the collapse of the Rana Plaza building in Bangladesh resulting in over 1,100 garment workers killed and 2,60...

Tagged /

Video

30th June 2017

MIT Notice - Distribution Summary Information

+ Find out information regarding each component to the distribution calculation

Tagged /

Video

27th June 2017

What does the Finkel Review mean for investors?

+ The final report of the Independent Review into the Future Security of the National Electricity Market, commonly referred to as the &lsquo...

Tagged /

Video

7th June 2017

ESG Integration at Ausbil: why, how and what are the benefits

+ This paper outlines why Ausbil Investment Management Limited integrates Environmental, Social and Governance (ESG) into its investment pro...

Tagged /

Video

25th May 2017

Ausbil MicroCap Fund lifts temporary suspension

+ Ausbil Investment Management, in its capacity as Responsible Entity of the Ausbil MicroCap Fund, has lifted the temporary suspension of ap...

Tagged /

Video
Play

24th May 2017

Ausbil 130/30 Focus Fund // Gian Pandit // Deputy Head of Equities

+ Gian Pandit, Deputy Head of Equities and lead portfolio manager for Ausbil 130/30 Focus Fund provides insights into the Fund and the benef...

Tagged /

Video

17th May 2017

Ausbil ESG submission published by Parliament of Australia

+ Ausbil’s submission to the Joint Standing Committee on Foreign Affairs, Defence and Trade’s inquiry into establishing a Modern...

Tagged /

Video

10th May 2017

Ausbil Investment Markets Report - April 2017

+ The Reserve Bank of Australia (RBA) left the cash rate unchanged at 1.50% with a neutral bias. The statement highlighted a stronger global...

Tagged /

Video

5th May 2017

Retail disruption set to escalate

+ The threat of Amazon’s arrival has heightened the intensely competitive retail landscape in Australia and highlighted the laggard na...

Tagged /

Video

26th April 2017

Team changes at Ausbil

+ Ausbil Investment Management announces the departure of two MicroCap personnel. After eight years of service, Tony Waters and Chris Prunty...

Tagged /

Video

13th April 2017

Ausbil Investment Markets Report - March 2017

+ United States (US) President Donald Trump withdrew the bill to overhaul the health care system due to a lack of support by Republican memb...

Tagged /

Video

4th April 2017

Iron Ore Markets

+ The strength in Iron Ore prices surprised most market commentators during 2016 and was the key driver for the significant level of earning...

Tagged /

Video

23rd March 2017

Ausbil Reporting Season Wrap

+ The Australian share market has recorded its best reporting season in seven years, experiencing a 4.4% upward earnings revision, with Mate...

Tagged /

Video

14th March 2017

Ausbil Investment Markets Report - February 2017

+ President Trump’s inaugural address before the US Congress provided little detail on upcoming tax and infrastructure policies. There...

Tagged /

Video

10th March 2017

US environmental future under President Trump

+ While the world is moving towards a cleaner economy, and we expect continued global regulatory action on climate change, President Trump h...

Tagged /

Video

13th February 2017

Ausbil refits for the future

+ Ausbil Investment Management has announced a repositioning of its senior leadership team to strengthen the focus on investment management ...

Tagged /

Video

10th February 2017

Ausbil Investment Markets Report - January 2017

+ Donald John Trump was inaugurated as the 45th President of the United States, pledging to “put America first”. 

Tagged /

Video

9th February 2017

Ausbil awarded $48 million Australian equity mandate by Uniting Financial Services

+ Ausbil Investment Management has been awarded a $48 million Australian equity mandate by Uniting Financial Services.

Tagged /

Video

16th January 2017

Ausbil Investment Markets Report - December 2016

+ The post US election ‘reflation’ investment positioning continued into the month of December. The US 10-year bond rose to a pe...

Tagged /

Video
Play

12th January 2017

MacKay Shields - Global Bond Market 2017 Outlook

+ Dan Roberts, Head of the MacKay Shields Global Fixed Income Team, discusses the outlook for the global bond market for 2017

Tagged /

Video

12th December 2016

Ausbil Investment Markets Report - November 2016

+ Reflation is the new trade position adopted by financial markets, with global bonds under severe pressure, the US dollar appreciating and ...

Tagged /

Video
Play

12th December 2016

Labour Rights and other ESG Issues in Asia - Måns Carlsson-Sweeny - Head of ESG Research

+ Måns Carlsson-Sweeny, Head of ESG Research at Ausbil Investment Management discusses labour rights and other ESG issues in Asia. 

Tagged /

Video

16th November 2016

Ausbil Investment Markets Report - October 2016

+ Sovereign long dated bond yields in the advanced economies rose sharply (prices fell) and yield curves steepened during October. The key d...

Tagged /

Video
Play

10th November 2016

Highlights - Labour Rights and other ESG Issues in Asia

+ Highlights Edition - Labour rights in Asia & Other ESG Issues 

Tagged /

Video

7th November 2016

Grain Sector - Rural Awakening

+ At Ausbil Investment Management, we believe the near-term outlook for the grain sector is increasingly positive and that participants expo...

Tagged /

Video
Play

27th October 2016

Candriam Sustainable Global Equity Fund // Wim Van Hyfte, Ph.D.//Candriam Investors Group

+ Wim Van Hyfte, Global Head of Responsible Investments and Research, at Candriam Investors Group, discusses the Candriam Sustainable Global...

Tagged /

Video

18th October 2016

Ausbil Investment Markets Report - September 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resources boom. We expect real GD...

Tagged /

Video

11th October 2016

Ausbil awarded $330 million Australian equity mandate by MTAA Super

+ Ausbil Investment Management has been awarded a $330 million Australian equity mandate by MTAA Super for its Australian Active Equity Stra...

Tagged /

Video

11th October 2016

Retailing on the rise

+ At Ausbil Investment Management, we believe the outlook for Australian retailing is looking positive and bodes well for the ...

Tagged /

Video
Play

30th September 2016

Post Earnings Season Seminar: An inflection point // Summary // Short Version

+ Short Version
+ Ausbil Investment Management held a panel discussion to discuss the recent reporting season with Paul Xir...

Tagged /

Video

19th September 2016

Is the fast fashion industry at an inflection point?

+ There has been a lot of investor focus on China's headline GDP growth numbers in recent times, however, the quality of the GDP growth ...

Tagged /

Video

15th September 2016

Ausbil Investment Markets Report - August 2016

+ During August the US Federal Reserve signalled it was getting closer to raising int...

Tagged /

Video

8th September 2016

Reporting Season Wrap

+ The latest reporting season represented an inflection point whereby the earnings base of the share market showed considerable dispers...

Tagged /

Video

23rd August 2016

Ausbil statement on Slavery

+ Slavery, which encompasses forced labour, bonded labour, human trafficking and child slavery, remains a widespread global issue ...

Tagged /

Video

15th August 2016

Ausbil Investment Markets Report - July 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resource boom. Ausbil expect real GDP ...

Tagged /

Video

5th August 2016

Positive medium term outlook for Oil

+ At Ausbil Investment Management, we have high conviction that the outlook for the oil market will continue&...

Tagged /

Video
Play

28th July 2016

MacKay Shields Unconstrained Bond Fund // Ross Youngman // Head of Institutional Business

+ Ross Youngman meets with Lou Cohen, Senior Portfolio Manager,  Global Fixed Income to discuss the benefits of the strategy and introd...

Tagged /

Video
Play

19th July 2016

Ausbil discusses ESG // Head of ESG Research, Mans Carlsson-Sweeny

+ Head of ESG Research at Ausbil Investment Management, Mans Carlsson-Sweeny discusses his views on what ESG investing is and how ESG h...

Tagged /

Video

15th July 2016

Ausbil Investment Markets Report - June 2016

+ The dominant factor affecting global economies in the June quarter was the lead up to the UK Referendum, which was held on June 23rd,...

Tagged /

Video

11th July 2016

UK Referendum

+ The unexpected UK Referendum result has increased the level of uncertainty and volatility on global markets.

Tagged /

Video

28th June 2016

Ausbil Brexit Response

+ The unexpected Brexit result has increased the level of uncertainty and volatility on global markets.

Tagged /

Video

20th June 2016

Australian Banking Sector - Banking Update

+ The Australian Banking sector can best be described as attractive in part because of its valuation metrics and dividend yield, but tr...

Tagged /

Video

16th June 2016

Ausbil Investment Markets Report - May 2016

+ Australia is in a structural transition with the drivers of growth adjusting away from the previous resources boom. Ausbil expect rea...

Tagged /

Video
Play

15th June 2016

Ausbil Australian Active Equity // Paul Xiradis // Executive Chairman, CIO and Head of Equities

+ Paul discusses the local market, Ausbil's active approach to investing and foreign earning streams. 

Tagged /

Video
Play

15th June 2016

Ausbil Emerging Leaders Fund Update // John Grace // Co-Head of Equities

+ John Grace, Co-Head of Equities provides an introduction to the Ausbil Emerging Leaders Fund and gives an insight into the Funds investmen...

Tagged /

Video

14th June 2016

Notice to Unitholders - Candriam Sustainable Global Equity Fund - Change to Investment Process

+ Candriam Sustainable Global Equity Fund - Change to Investment Process 

Tagged /

Video

6th June 2016

Banking Challenges

+ The Australian Banking sector is attractive in part because of its valuation metrics and dividend yield,but troubled in other areas where ...

Tagged /

Video

20th May 2016

Ausbil Investment Markets Report - April 2016

+ Ausbil has reviewed both international and domestic economics and provides insights into the Australian economic outlook. 

Tagged /

Video

19th May 2016

Budget to have minimal impact on Australian equities market

+ The 2016 Budget, released in early May, was expected to have a generally neutral impact on the domestic equity market, with some positives...

Tagged /

Video

4th May 2016

Conduct Risk - assessing intangible and cultural risks in the financial sector

+ At Ausbil, we believe the integration of environmental, social and governance (ESG) analysis with quality investment management can help i...

Tagged /

Video
Play

15th March 2016

Ausbil 130/30 Focus Fund // Gian Pandit // Deputy Head of Equities

+ Gian Pandit, Deputy Head of Equities discusses the Ausbil 130/30 Focus Fund and provides an update on the fund. 

Tagged /

Video

9th March 2016

Negative interest rates

+ Central Banks in Europe and Japan have lowered their key interest rates to less than zero in a bid to stimulate activity and boost

Tagged /

Video

17th February 2016

Australia: Not Asia's food bowl, but maybe it's deli

+ Ausbil Investment Management has reviewed the risks and opportunities related to the agriculture, food and beverage sectors. While there a...

Tagged Equity /

Video

11th February 2016

Australia's leading export earners under pressure

+ Iron ore and oil prices have been savaged recently with negative ramifications for equity performance and Australia's export earnings ...

Tagged /

Video

22nd December 2015

What does the Paris climate change deal mean to investors?

+ The impacts on Australia from the Paris agreement might be see policy changes and changes in demand for Australia’s fossil fuel reso...

Tagged Equity / Global / Outlook /

Video

10th November 2015

Building NSW Infrastructure

+ Large scale infrastructure projects worth more than $20 billion will significantly boost the NSW economy in the years ahead as the State u...

Tagged /

Video

27th October 2015

Ausbil appoints new Head of ESG Research

+ Ausbil Investment Management is pleased to announce that Måns Carlsson-Sweeny has commenced as Head of ESG Research.

Tagged /

Video

27th October 2015

Ausbil appoints Deputy Head of Equities

+ Ausbil Investment Management is pleased to announce that Gian Pandit has joined the Firm as Deputy Head of Equities

Tagged /

Video

8th October 2015

US interest rates stay on hold

+ US Federal Reserve decided not to increase official interest rates from the close to zero level that they have stood at since the depths o...

Tagged /

Video

10th September 2015

Reporting Season Wrap Up

+ The domestic profit reporting season was slightly weaker than expected, while softer guidance from corporate Australia has resulted in a s...

Tagged /

Video
Play

31st August 2015

Economic Environment // Jim Chronis // Chief Economist

+ Ausbil Chief Economist, Jim Chronis provides an update on the economic environment and its implications for the local market.

Tagged Equity / Global / Outlook /

Video

11th August 2015

Chinese volatility impacts the Australian Dollar

+ Sharp falls on the Chinese Equity market and weaker commodity prices combined to push the Australian dollar to a six year low in July 2015...

Tagged /

Video

8th July 2015

Government spending on infrastructure

+ Infrastructure spending has a key role to play in sustaining growth and generating confidence. Given public investment spending fell by 8 ...

Tagged /

Video

11th June 2015

Capex Concerns

+ In Australia there is persistent uncertainty about the pace of the recovery in non-mining business investment.

Tagged /

Video

27th April 2015

Ausbil appoints new Head of Institutional Business

+ Ausbil Investment Management is pleased to announce that Ross Youngman has commenced as Head of Institutional Business.

Tagged /

Video

8th April 2015

Can the Australian economy continue to grow as mining slows down?

+ The rise in the unemployment rate and sub-trend growth of the economy over the past couple of years has prompted many Australians to ask: ...

Tagged /

Video
Play

8th April 2015

Australian Active Equity Fund Update // John Grace

+ John Grace, Director of Equities, delivers an update for The Australian Active Equity Fund.

Tagged /

Video

12th March 2015

Dividend growth remains the key theme of profit season

+ At Ausbil, we're positive on the medium term outlook, but perhaps a little cautious in the short term given the mixed results recorded...

Tagged /

Video

4th March 2015

Ausbil Sydney office move

+ Ausbil Investment Management are now located at Level 27, Grosvenor Place, 225 George Street, Sydney, NSW.

Tagged /

Video

11th February 2015

Australian interest rates reach historic low

+ In early February, the Reserve Bank of Australia (RBA) cut the official cash rate by 25 basis points to 2.25%, citing weaker growth and ri...

Tagged /

Video
Play

4th February 2015

Australian Equities earnings season preview

+ John Grace, Director Equities, gives an Australian equity market update, and a preview on what to expect from the February reporting seaso...

Tagged /

Video

7th January 2015

Low interest rates and currency will underpin the Australian economy in 2015

+ Low interest rates, cheaper petrol and a weaker Australian dollar look set to underpin the domestic economy in 2015.

Tagged /

Disclaimer

The Lonsec Rating September 2020 presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Ausbil Investment Management Limited product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec's Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

Latest News

  • Annual Report 2020
  • Banner Image Manager
  • Banner Image About Us
  • Banner Image Lonsec winner