Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 829 results for "Morningstar"

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
Experts have warned that cutting too many options on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component ...

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
The latest research by Morningstar found lower fees played a major factor in a fund's chance of survival and outperformance compared to more expensive peers. "Across nearly all major categories examined in this study, the lowest fee quintile achieved ...

GQG reports nearly US$10 outflows, keeps FUM stable

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... US$163.9 billion. Net income increased 7% from the prior year to US$463 million. Analysing the full-year results, Morningstar equity analyst Shaun Ler said GQG's profits were much better than expected, benefiting from the compounding of its funds under ...

Magellan confirms job losses

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
... reduce the management fees for the funds from 1.35% p.a. to 0.89% p.a., and performance fees will no longer be charged. Morningstar equity analyst Shaun Ler said the changes were an acknowledgement of competitive pressure. "Magellan is ceding management ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... As first reported by Financial Standard, Wacher recently stepped down as chief investment officer, Asia Pacific at Morningstar Investment Management and chair of its global investment committee. Prior to Morningstar, Wacher was the investments chief ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

Global X to expand product suite with three new ETFs

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... speculation that Elon Musk's SpaceX is undergoing a confidential initial public offering (IPO) process. A recent report from Morningstar raised concerns around products being launched based on short-term thematics and hype.Morningstar recently downgraded ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... acquainted with semi-liquid structures, the story is vastly different here in Australia due to its regulatory landscape, Morningstar said. Morningstar's Demystifying Semiliquid Fund Structures - An Asia-Pacific Perspective report compared the semi-liquid ...

Unit pricing errors hit two Mercer funds

KARREN VERGARA  |  TUESDAY, 14 APR 2026
... investment manager. It has about $906 million in assets under management and returned 7.4% annually, according to Morningstar. In a separate notice, Mercer told investors the Mercer Cash Fund has also been reporting the wrong unit prices. This specifically ...

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ...