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Showing 261 - 270 of 639 results for "Lonsec"

Lonsec and Zenith upgrade Fidelity ratings

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
Lonsec has upgraded the Fidelity Future Leaders Fund to "Highly Recommended" and Zenith has increased its rating of Fidelity's Australian mid- and small-cap fund managed by James Abela to "Recommended". In a statement Lonsec said, "James Abela is a ...

Colchester receives Lonsec and Zenith rating

KERRIE SYDEE  |  MONDAY, 21 MAR 2016
Colchester Global Investors has received a "Highly Recommended" rating from Lonsec and a "Recommended" rating from Zenith. The ratings coincided with the recent appointment of Angela MacPherson, who will be taking on the role of head of distribution ...

IOOF WealthBuilder options get highest Lonsec ratings

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
Lonsec has rated five of IOOF WealthBuilder's investment options as 'Highly Recommended' and 'Highly Recommended (Index)', the highest possible ratings. The 'Highly Recommended' rating indicates that Lonsec has very strong conviction that IOOF WealthBuilder ...

BT multi asset fund gets top Lonsec rating

MARK SMITH  |  TUESDAY, 1 MAR 2016
Lonsec has upgraded the BT Active Balanced Wholesale Fund to 'Highly Recommended' - its highest possible rating. In its latest research report on the fund managed by Martyn Wild, Lonsec said the fund is "considered to be reasonably well resourced and ...

Unconstrained bond funds disappoint in 2015

MARK SMITH  |  WEDNESDAY, 24 FEB 2016
Many unconstrained bond funds failed to meet their benchmarks in 2015, according to research by Lonsec, reflecting a broader struggle for returns as volatility and bearish sentiment seized markets in the second half of the year. Unconstrained funds ...

J.P. Morgan fund gets Lonsec nod

MARK SMITH  |  FRIDAY, 12 FEB 2016
The J.P. Morgan Global Research Enhanced Index Equity Fund has been awarded a 'Highly Recommended' rating by Lonsec in its first year. In its assessment, Lonsec acknowledged the strength of J.P. Morgan Asset Management's highly regarded research team ...

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE  |  MONDAY, 1 FEB 2016
Lonsec's managed portfolios have been added to the Macquarie Wrap and HUB24 platforms. Specifically, investors on the HUB24 platform will now have access to Lonsec Retirement Managed Portfolios, while Macquarie Wrap users now have Lonsec's Managed Portfolios ...

BetaShares Australian share fund gets Lonsec approval

MARK SMITH  |  MONDAY, 1 FEB 2016
The BetaShares Managed Risk Australian Share Fund (ASX: AUST) has been awarded a "Recommended" rating by Lonsec. Launched in November, AUST provides investors with cost-effective exposure to a diversified portfolio of Australian shares, along with the ...

Frontier appoints two analysts

ALEX BURKE  |  MONDAY, 18 JAN 2016
Frontier Advisors has expanded its analyst team with two new appointments. James Chang joins Frontier from Lonsec, where he was a quantitative research analyst, specialising in quantitative models, IT support and fund manager due diligence. Brandon ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... exclusively uses ETF products from State Street, BlackRock, BetaShares and Vanguard; actual asset allocation is "outsourced to Lonsec." Fordree added that generally "self-service" clients will inevitably "want to speak to someone," which is why the tool ...