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Showing 151 - 160 of 823 results for "Morningstar"

ASIC deepens investigation into Magnolia founder

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... microcap fund in Australia in the 12 months leading to December 2021, when compared to other microcap funds listed on Morningstar". "Uncharacteristically for an Australian actively managed fund, however, Magnolia has contributed 70% of the funds under ...

Smart beta ETP market share matures: Morningstar

ANDREW MCKEAN  |  THURSDAY, 29 JUN 2023
... reached maturity, evidenced by declining product closures, and increasingly intense fee competition, according to a Morningstar report. As of 31 December 2022, there were 1384 smart beta ETPs worldwide, with assets under management (AUM) of around $1.53 ...

Top ETF megatrends: Global X

ROSE MARY PETRASS  |  FRIDAY, 19 MAY 2023
... when inflows into thematic funds peaked in early 2021 with more than US$20 billion entering the sector, according to Morningstar Direct. Although flows have tapered off, levels are still sitting higher than before the Corona crash in March 2020, indicating ...

Australia lags in global fund disclosure: Morningstar

ANDREW MCKEAN  |  THURSDAY, 18 MAY 2023
... Australia's fund disclosure regime ranks weakest in the developed world, leaving investors in the dark. According to a Morningstar Global Investors Experience report, Australia falls behind other developed markets in terms of managed fund and superannuation ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... fund managers found that they have "ambitious" returns as only one in seven strategies meet their objectives. The Morningstar research found that most absolute-return bond managers will not always provide positive absolute returns when equity markets ...

New local lead for Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 12 MAY 2023
Morningstar's Australia and New Zealand business will soon have a new managing director, with Jamie Wickham to leave at the end of the month. Wickham has been with Morningstar since 2006 when it took over Aspect Huntley. He held several senior roles ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... requirements under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively scarce. Morningstar Australasia director Annika Bradley has examined the "unlisted assets" allocation of industry fund behemoths Australian ...

More misfortune for Magellan

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
... In total, Magellan's FUM now sits at $42.7 billion. This time last year, it had $68.6 billion. At the end of March, Morningstar downgraded Magellan to a "very high" uncertainty rating. The further drop in FUM comes as the fund manager targets $100 billion ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
Morningstar has downgraded four fixed income products following its annual fund manager review. As part of the 2022/23 review, Morningstar completed qualitative assessments of 72 fixed income strategies. As a result, four products were downgraded and ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...