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Showing 11 - 20 of 50 results for "Morningstar Research"

ARK Innovation ETF cops neutral rating

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... potential to disrupt and innovate via digital solutions, namely in the sectors of health and technology. Another Morningstar research note found that ARKK took in US$3.1 billion of new money in December 2020 and upped its holdings to Proto Labs by US$36 ...

Industry veterans launch dealer group

ALLY SELBY  |  MONDAY, 17 AUG 2020
... paper-based administrative and compliance work. Its APL is also "very agnostic", El Shammaa said, and uses Morningstar research and an investment committee chaired by Walker to guide the products and solutions offered by the group. In terms of pricing ...

ESG-themed funds fall short of expectations

ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
New Morningstar research comparing the carbon emission risk in managed funds has seen some ethical-themed funds missing out on a low carbon designation. A low carbon designation was awarded by Morningstar to funds with a low carbon risk score for their ...

Low rates support some bond managers: Report

ELIZA BAVIN  |  THURSDAY, 19 MAR 2020
The fall in interest rates has supported bond managers with a longer duration stance, according to new Morningstar research revealing the performance of fixed income houses during coronavirus-induced volatility. The report said fixed income, particularly ...

Best, worst equities performers in COVID-19 sell-off revealed

ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
... counterparts amid the dramatic market volatility that has stripped billions from the world's bourses, Morningstar research shows. The MSCI AC Asia EX Japan benchmark declined by 10% during the COVID-19 sell-off, while the emerging markets benchmark ...

Fixed income ETFs prosper despite low rates

HARRISON WORLEY  |  TUESDAY, 14 JAN 2020
... the year and understand the important role fixed income plays in a diverse portfolio." Recently released Morningstar research shows that in 2019 Australian fixed interest enjoyed its strongest calendar year of performance since 2014, returning 7.3% over ...

Global equities enjoy strongest year since 2013

HARRISON WORLEY  |  MONDAY, 13 JAN 2020
... since 2013, as most asset classes managed to put a few tough years behind them in 2019. According to new Morningstar research, annual asset class returns on a calendar year basis were up across almost the entire board, with international and Australian ...

Best performing global equities strategies

KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
... concentrated strategy emerges as the leader. The median manager in the segment returned 15.5% on an unhedged basis, Morningstar research products manager Peter Gee said in the research note. Global share strategies underperformed Australian share strategies ...

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 ...