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Showing 341 - 350 of 836 results for "Morningstar"

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 ...

Climate threat pushes Aussies to sustainability

ALLY SELBY  |  WEDNESDAY, 26 FEB 2020
... young investors who would like their investments to be aligned with their personal values," it said. According to Morningstar, 35 new sustainability investment retail mutual funds were launched last year. Cerulli analyst Siau Kean Yung said managers ...

Three ETFs axed by Morningstar

KANIKA SOOD  |  TUESDAY, 25 FEB 2020
Dwindling client demand will see Morningstar analysts cease coverage on two BlackRock ETFs and a BetaShares product next month. From March 20, it will no longer publish qualitative research on iShares MSCI Japan (IJP), iShares China Large-Cap (IZZ) ...

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
... tech stocks. For example, financial advisers already have access to tech ETFs such as the BetaShares NASDAQ 100 ETF, Morningstar Global Technology ETF and the BetaShares Global Cybersecurity ETF, to name a few. Dalton, on the other hand, is interested ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... leading to frustration and a breakdown in advisory relationships. That's according to the latest research coming out of Morningstar, which argues that expectations surrounding advice can often be misaligned. "While our results show that expectations ...

Fund managers driven to alternatives: Report

ELIZA BAVIN  |  TUESDAY, 18 FEB 2020
... their portfolios towards alternatives, as traditional investments continue to provide low returns, according to a new Morningstar report. The Multi Sector Wrap report examines 78 multisector funds, and found that industry funds are "far more aggressive" ...

Meet the Sydney boutique beating Magellan's returns

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... which tops three and five-year returns, and Magellan, which holds the top spot for 10-year returns, according to the Morningstar Institutional Sector Survey. Arnold was previously the head of international equities at Evans and Partners, where the initially ...

Aberdeen head of global equities to leave

KANIKA SOOD  |  TUESDAY, 21 JAN 2020
... over the role. ASI's international equities team has nine portfolio managers, with an average experience of 17 years. Morningstar has retained its rating for the fund, whose Australian version has $90 million in assets under management. This includes ...

Fixed income ETFs prosper despite low rates

HARRISON WORLEY  |  TUESDAY, 14 JAN 2020
... products across 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 ...

Global equities enjoy strongest year since 2013

HARRISON WORLEY  |  MONDAY, 13 JAN 2020
... performance 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 ...