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Showing 11 - 20 of 21 results for "SEC for"

J.P. Morgan fund highly recommended

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
The JPMorgan Global Research Enhanced Index Equity Fund has been rated 'highly recommended' by Lonsec for the second consecutive year. In its assessment, Lonsec acknowledged J.P. Morgan's years of experience and significant research in these types of ...

Principal fund receives strong ratings

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
Principal Global Investors' fixed income Global Credit Opportunities Fund has received ratings from both Lonsec and SQM Research. The fund has been labeled 'Recommended' by Lonsec for the third consecutive review, while it has maintained a 'Superior' ...

Wingate hires head of research from London

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
Boutique global equities manager Wingate Asset Management has appointed an investment manager from a UK firm to a newly-created head of research role. Hugh Selby-Smith joins the firm's Melbourne office from London-based Omni Partners, where he was responsible ...

Lonsec rates several funds

DARREN SNYDER  |  WEDNESDAY, 28 OCT 2015
Research house Lonsec has released several fund ratings during the week and results have been welcomed by the respective fund managers. Yesterday Martin Currie announced it had received a "highly recommended" rating from Lonsec for the Legg Mason Martin ...

AB fund receives Lonsec rating

ALEX BURKE  |  MONDAY, 12 OCT 2015
AllianceBernstein (AB) has received a rating from Lonsec for its Global Equities Fund. Made available to Australian investors in July, the fund was recognised by Lonsec for delivering excess returns to clients for over 10 years. According to AB's statement ...

Midwinter appoints senior BDM from Commsec

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
Midwinter has appointed a senior business development manager who was previously at Commsec for over nine years. Adam Rebeira has been appointed in anticipation of Midwinter's further growth and will be managing the firm's relationships within the financial ...

SEC reopens target date funds disclosure review

ALEX DUNNIN  |  WEDNESDAY, 9 APR 2014
... risk levels that exist among funds with identical target dates." In response, the IAC made five recommendations to the SEC for improved risk disclosure for target date funds that involve the introduction of standardised risk measures to describe risk ...

Market Vectors ETF gets Lonsec rating

STAFF WRITER  |  FRIDAY, 21 MAR 2014
Market Vectors ETFs (Market Vectors), the exchange traded fund (ETF) business of US-based investment manager Van Eck Global, has received an 'Investment Grade Index' rating from research house, Lonsec. "The Market Vectors Australian Equal Weight ETF ...

Market Vectors ETFs get Lonsec seal of approval

JAMES FERNYHOUGH  |  TUESDAY, 29 OCT 2013
Market Vectors has received 'Investment GradeIndex' ratings from Lonsec for its new Australian exchange traded funds (ETFs). Market Vectors, which is the ETF business of US investment manager Van Eck Global, launched the four new ETFs on the Australian ...

Solaris rated 'highly recommended'

FUND UPDATE  |  FRIDAY, 28 JAN 2011
Solaris Investment Management has received a 'highly recommended' rating from Lonsec for its Core Australian Equity Fund and the High Alpha Australian Equity Fund. This is the second consecutive year the fund's Core strategy has received Lonsec's highest ...