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Showing 271 - 280 of 829 results for "Morningstar"

Perpetual equities fund cops ratings downgrade

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... a $3.3 billion concentrated equities strategy managed by Perpetual's Paul Skamvougeras was downgraded to bronze at Morningstar. The Perpetual Wholesale Concentrated Growth Equity Fund invests in 20 to 45 Australian stocks, chosen with a value and balance ...

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...

Morningstar creates chief ratings officer role

KARREN VERGARA  |  FRIDAY, 23 OCT 2020
Morningstar has created a new chief ratings officer position and combined the leadership roles of two research units. From 1 January 2021, two long-serving employees will take on new titles as the Chicago-based firm restructures its investment coverage ...

Sunsuper cops rating downgrades

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
All four of Sunsuper's superannuation investment options have had their ratings downgraded by Morningstar following its revised ratings framework. The $70 billion industry fund's balanced, growth, conservative and retirement options are now ...

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... Bennelong Funds Management, a strategic account and research manager at Zurich Investments and a research analyst at Morningstar. Commenting on the appointment, Wallis said: "I am delighted to be joining Neuberger Berman whose industry track record and ...

Disruption not sustainable: Schroders

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
... disrupt certain sectors like technology are likely to be disrupted themselves, according to Schroders. Speaking at the Morningstar Investment Conference, Schroders head of Australian equities Martin Conlon said sectors like healthcare and technology ...

Effects of ERS not so bad: Grattan

ELIZA BAVIN  |  THURSDAY, 8 OCT 2020
... Early Release of Super scheme will not have too great of an impact on retirement outcomes. Speaking at the digital Morningstar Investment Conference, Grattan Institute chief executive Danielle Woods said the ERS scheme was incredibly important in providing ...

Morningstar ratings tally for global equities

KANIKA SOOD  |  FRIDAY, 25 SEP 2020
Morningstar's latest cycle of reviews for global equities managers has resulted in 12 upgrades and 21 downgrades, as it takes into account its new analyst rating framework from last year. This round of reviews includes Morningstar changes to analyst ...

Super fund tops up Tribeca mandate

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... members (Peter Moore and James Delaney, who crossed over to Sage), almost instantaneous rating cuts from Zenith and Morningstar, and a $600 million outflow from a single institutional client. By August last year, the fund was down to $331 million - a ...

Morningstar sticks to AMP Capital ratings

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ...