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Showing 21 - 30 of 52 results for "MOA"

Morningstar bets on active fund managers

KARREN VERGARA  |  MONDAY, 21 MAR 2022
As market sell-offs continue to pummel ASX-listed active fund managers, Morningstar is betting big that Pendal, Magellan, Pinnacle and Platinum will deliver past the short-term noise. The fund mangers' "compounding potential" for larger assets under ...

Magellan funds under review

ELIZABETH MCARTHUR  |  TUESDAY, 8 FEB 2022
After Magellan co-founder Hamish Douglass announced he would take extended medical leave, the company's share price dove and its fund ratings are under review. Morningstar said all of Magellan's global and high conviction funds are under review due ...

Morningstar cuts fair value estimate for Magellan

ELIZABETH MCARTHUR  |  TUESDAY, 21 DEC 2021
Morningstar cut its fair value estimate for narrow-moat Magellan Financial Group by 25% to $38 per share, after the fund manager lost a major mandate. That's according to a note from analyst Shaun Ler, who said the impact of St James' Place (SJP) cutting ...

Consumer group slams super self-assessments

ELIZABETH MCARTHUR  |  MONDAY, 30 AUG 2021
... fund it specified as having investment performance which will likely see it fail the APRA test was AvSuper. AvSuper's MOA stated that "AvSuper's overarching investment objective for members of CPI + 3.5% per year, on average over rolling 10 years ...

3PD wins distribution partnership

KARREN VERGARA  |  MONDAY, 19 JUL 2021
An emerging markets fund manager is expanding its presence in Australia by appointing 3PD as its distribution partner. ValueQuest Capital, an Indian equities fund manager led by co-founders Sanjay Bakshi and Paresh Thakker, hopes to build on its current ...

VanEck to launch four new ETFs

ALLY SELBY  |  MONDAY, 24 AUG 2020
VanEck is set to launch four new ETFs, capitalising on innovation in healthcare and major worldwide trends such as eSports. These include a Video Gaming and eSports ETF (ESPO), Global Healthcare Leaders ETF (HLTH), Morningstar World ex-Australia Wide ...

Morningstar acquires global ESG ratings house

ALLY SELBY  |  FRIDAY, 24 APR 2020
Morningstar has acquired a $288 million global ESG ratings and research house, in a bid to empower investors to make meaningful investment decisions. Morningstar acquired a 40% stake in Sustainalytics in 2017, and will now purchase the remaining 60% ...

Times of turmoil create opportunities: deVere

ALLY SELBY  |  WEDNESDAY, 25 MAR 2020
With global stock markets rallying overnight, the chief executive of an independent financial advisory firm has pointed to key sectors that are benefiting from the spreading COVID-19 pandemic. deVere Group founder and chief executive Nigel Green said ...

Chi-X forced to be client of competition

ELIZABETH MCARTHUR  |  MONDAY, 4 NOV 2019
Disrupter stock exchange Chi-X has revealed it is forced to be a client of its competition - the ASX. The ASX currently has a monopoly when it comes to clearances and settlements in Australia. Chi-X chief operating and technology officer Mike Aikins ...

VanEck restructures three ETFs

KANIKA SOOD  |  MONDAY, 2 SEP 2019
VanEck is changing the domicile of three ETFs to cut out US tax forms for investors and to introduce dividend reinvestment plans. VanEck Vectors Gold Miners ETF (GDX), VanEck Vectors Morningstar Wide Moat ETF (MOAT) and VanEck Vectors China AMC CSI ...