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Showing 141 - 150 of 417 results for %22Morningstar Investment Management%22

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
Morningstar research has revealed Australia is one of the most investor friendly nations in the world when it comes to fees and expenses. However, consumers may be getting the short end of the stick when it comes to fees and charges. The Global Investor ...

Best and worst performing global shares funds revealed

KANIKA SOOD  |  FRIDAY, 13 SEP 2019
New Morningstar research has revealed the best and worst performing actively-managed global shares funds to June end. The top 10 performers all delivered more than 20% in the first six months of the year, stripping the benchmark by at least 3%. Zurich ...

Portfolio manager departs

KANIKA SOOD  |  FRIDAY, 6 SEP 2019
... fixed-interest unconstrained portfolios. He resigned with immediate effect and the announcement was made last Thursday. Morningstar is due to undertake its formal annual review of the fund in the coming months but has retained the analyst rating of bronze ...

VanEck restructures three ETFs

KANIKA SOOD  |  MONDAY, 2 SEP 2019
... forms for investors and to introduce dividend reinvestment plans. VanEck Vectors Gold Miners ETF (GDX), VanEck Vectors Morningstar Wide Moat ETF (MOAT) and VanEck Vectors China AMC CSI 300 ETF (CETF) currently trade on the ASX as a cross-listing of their ...

Tribeca Alpha Plus leaks $600m, rebuilds

KANIKA SOOD  |  TUESDAY, 27 AUG 2019
... former AMP Capital colleague Kelli Meager. Zenith downgraded the Tribeca Alpha Plus Fund on the day after he left. Morningstar followed suit, downgrading it to negative. Liu says the Tribeca will talk to the research houses again in about six months. ...

YouTube fundie called out by FCA

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... rules over doing the right thing, will not stand up to scrutiny for long." Meanwhile the woe continues for Woodford, Morningstar reports that one of Woodford's smaller funds - the Woodford Income Focus Fund - has experienced roughly £150 million in ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... CountPlus," CountPlus said in ASX filings on Friday. "The Countplus leadership team consider Morningstar Investment Management to be a logical successor for Privilege, given the historical links as the investment consultant for the underlying model portfolios." ...

Downgrade follows fund manager YouTube apology

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
Morningstar has downgraded a hedge fund facing liquidity issues. The move follows a sombre apology to investors from the fund manager delivered via YouTube. Neil Woodford issued a YouTube apology to investors whose money is currently frozen in Woodford ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
... is part of financial services firm Elston, provides managed account solutions that oversee $1.5 billion in assets. Morningstar named Platypus, ECPAM and Hyperion as the best-performing Australian shares strategies in 2018. They returned 8.1%, 8% and ...

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
A global alternative beta fund manager has added a former Morningstar head of alternative investments to its Australian team. Capital Fund Management appointed Craig Stanford as director of investor relations for the firm's US$9.7 billion Australian ...