X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the ifa bulletin
  • News
  • Opinion
  • Podcast
  • Risk
  • Video
  • Events
    • ifa Excellence Awards
    • Super Fund Of The Year
    • Australian Wealth Management Awards
    • Fund Manager Of The Year
    • AI Summit
    • Australian Wealth Management Summit
  • Promoted Content
  • Webcasts
No Results
View All Results
  • News
  • Opinion
  • Podcast
  • Risk
  • Video
  • Events
    • ifa Excellence Awards
    • Super Fund Of The Year
    • Australian Wealth Management Awards
    • Fund Manager Of The Year
    • AI Summit
    • Australian Wealth Management Summit
  • Promoted Content
  • Webcasts
No Results
View All Results
No Results
View All Results
Home News

BT Wrap adds Morphic Global Opportunities fund

Global fund manager Morphic Asset Management has announced the addition of one of its global equities funds to the BT Wrap platform.

by Reporter
August 1, 2014
in News
Reading Time: 1 min read
Share on FacebookShare on Twitter

Morphic said the addition of its fund to the BT Wrap platform was a timely bid to attract the growing interest in global equity funds which provide flexible hedging strategies targeted to deliver acceptable, steady absolute returns for investors.

Morphic managing director Jack Lowenstein said he is pleased the fund has been placed on the BT Wrap menu given the quality of advisers who use it.

X

“We are noticing a greater level of sophistication amongst leading financial planning groups in using strategies like ours to complement their low cost, beta-exposed equity positions,” said Mr Lowenstein.

Since the fund’s inception in August 2012 it has delivered an average net return of 27.19 per cent as of 30 June 2014.

Related Posts

Image: Ei/stock.adobe.com

Mental health exclusions and premium issues head FAAA risk advice concerns

by Keith Ford
January 15, 2026
1

In its submission to the Life Code Review, the Financial Advice Association of Australia (FAAA) said the code is important...

Image: DBA Lawyers

Div 296 changes spark ‘death tax’ concerns, legal expert warns

by Keeli Cambourne
January 15, 2026
0

Daniel Butler, director of DBA Lawyers, told SMSF Adviser that in the transitional arrangements of the revised legislation the change...

Retirement gender gap leaving Australians ‘quietly worried’

by Alex Driscoll
January 15, 2026
0

According to AMP’s ‘Retirement Confidence Pulse’, only 41 per cent of women are financially confident about retirement, compared with 59 per...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Innovation through strategy-led guidance: Q&A with Sheshan Wickramage

What does innovation in the advice profession mean to you?  The advice profession is going through significant change and challenge, and naturally...

by Alex Driscoll
December 23, 2025
Promoted Content

Seasonal changes seem more volatile

We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...

by VanEck
December 10, 2025
Promoted Content

Mortgage-backed securities offering the home advantage

Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...

by VanEck
December 3, 2025
Promoted Content

Private Credit in Transition: Governance, Growth, and the Road Ahead

Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.

by Zagga
October 29, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Poll

This poll has closed

Do you have clients that would be impacted by the proposed Division 296 $3 million super tax?
Vote
www.ifa.com.au is a digital platform that offers daily online news, analysis, reports, and business strategy content that is specifically designed to address the issues and industry developments that are most relevant to the evolving financial planning industry in Australia. The platform is dedicated to serving advisers and is created with their needs and interests as the primary focus.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About IFA

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Risk
  • Opinion
  • Podcast
  • Promoted Content
  • Video
  • Profiles

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Opinion
  • Podcast
  • Risk
  • Video
  • Events
    • ifa Excellence Awards
    • Super Fund Of The Year
    • Australian Wealth Management Awards
    • Fund Manager Of The Year
    • AI Summit
    • Australian Wealth Management Summit
  • Promoted Content
  • Webcasts
  • Advertise
  • About
  • Contact Us

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited