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Showing 11 - 20 of 28 results for "Morningstar data"

Best equities funds to May end

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
New Morningstar data names the equities funds that tallied up the highest returns in the 12-months ending May 31, with Baillie Gifford, Nikko and Perpetual funds among the winners. Baillie Gifford funds distributed by Colonial First State locally have ...

ETF popularity soars 52%

ALLY SELBY  |  FRIDAY, 28 FEB 2020
Latest insights from Morningstar show Australia's ETF market grew 52% in 2019, reaching highs of $61 billion in assets. It's a far cry from two decades ago; the industry was worth $3 billion in 2010, and there were only 27 ETF products available ...

Glut of underperformance in managed funds: Research

KANIKA SOOD  |  TUESDAY, 25 SEP 2018
... benchmark returns over a 10-year horizon, according to new analysis by InvestSMART. The researchers modelled Morningstar data for 5297 manager funds that have a track record of 10 years. They found about 78% of these funds underperformed their respective ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as at 31 December 2016.

Fund assets surge while market shrinks: FSC/Morningstar

ALEX BURKE  |  THURSDAY, 21 JUL 2016
Assets held in Australian funds have almost doubled since 2005 even though the amount of active funds is steadily decreasing, according to new research by the Financial Services Council and Morningstar. The new FSC/Morningstar report, released during ...

Super the bedrock for multi-sector funds

DARREN SNYDER  |  THURSDAY, 24 MAR 2016
... themselves as "the bedrock contributor" for positive flows in to multi-sector funds, according to the latest Morningstar data. The firm's fourth annual Global Asset Flows Report shows the AustralianSuper Balanced fund topped local multi-sector inflows ...

FEATURE: Beyond Beta

LAURA MILLAN  |  TUESDAY, 7 JUL 2015
... market cap weighting went from zero in 2002 to about 70% in 2011, the remaining 30% being traditional index funds. Morningstar data shows that assets in smart beta funds were $258.5 billion globally in 2011, but had soared to $701.8 billion in February ...

Standard Life Inv launches global equity strategy

MARK SMITH  |  FRIDAY, 9 JAN 2015
... versus its global peer group over a one year period and the top decile over three and five years, according to Morningstar data. Managed since June 2010 by head of global equities Mikhail Zverev the fund aims to provide long-term growth by investing ...

Pension uncertainty for municipal workers in Detroit

HARRY PAGE  |  FRIDAY, 6 DEC 2013
... under state law but according to US Federal bankruptcy judge, Steven Rhodes this is now uncertain. According to Morningstar data 25 of the largest US cities have US$125 billion less than they will need to pay for benefits they have promised. Criticism ...

QE tapering fears spark $1 billion flight from bonds

MARK SMITH  |  WEDNESDAY, 28 AUG 2013
... Bernanke's comments initiated a spike in bond yields, the move out of fixed income assets has accelerated the trend. Morningstar data shows that investors pulled $258 million from bond funds in June, the highest in 12 months. The June quarter also marked ...