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Showing 351 - 360 of 836 results for "Morningstar"

Best performing global equities strategies

KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
... a small Sydney boutique has quietly taken the lead on one-year basis with 31% returns to October end in the latest Morningstar institutional survey. Magellan is the undisputed best performer on a 10-year basis, returning 17.9% on an annualised basis. ...

Money magazine appoints editor-at-large

JAMIE WILLIAMSON  |  MONDAY, 2 DEC 2019
... Group where she founded the Stella Network, connecting women in financial advice. She is a former managing editor of Morningstar Australia; former editor of Financial Planning and Super Review magazines at Reed Business Information; and has previously ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... towards lower-cost products. This investor appetite for lower-cost exposures is an unassailable driver in pricing for Morningstar director of manager research Tim Wong. "As it stands, there are now ETFs tracking most major bond indices, including some ...

Morningstar to cease in-house credit research

KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... will manage Celeste's small companies strategy alongside Paul Biddle who has been with the company since 2005. Morningstar has retained an analyst rating of bronze but said it will closely monitor Byres' progression of over the next 24 months. ...

Morningstar now an ETF issuer

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
Morningstar has listed an active ETF that will invest in global equities, as it enters the segment as an issuer. The Morningstar International Shares Active ETF started trading on the ASX yesterday under the ticker code MSTR. It will invest in an unlisted ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to close ...

Firetrail fund gets Morningstar rating

KANIKA SOOD  |  THURSDAY, 24 OCT 2019
Firetrail's Australian High Conviction Fund has earned a bronze rating from Morningstar after underperforming the benchmark by 11.7% in the year to September end. The fund holds a concentrated portfolio of Australian stocks and is managed by former ...

Portfolio manager departs LIC

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... responsibility for TGG, it said in company filings. Sartori will also co-lead the portfolio management of the unlisted trust, Morningstar said. Here he will be supported by Alan Chua who is also based in Singapore and will be the fund's other co-lead. ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...