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Showing 21 - 28 of 28 results for "Morningstar data"

Prime Value AM gets SIV approval

MARK SMITH  |  THURSDAY, 22 AUG 2013
... cultural connections with Asia give us an advantage in the SIV investor market," Quek continued. According to Morningstar data, the Prime Value Growth Fund has delivered 13.7% p.a. since inception in 1998, beating the benchmark in 11 of those 15 years ...

Aussie shares best in a generation

MARK SMITH  |  THURSDAY, 15 AUG 2013
... and manager and stock selection, while keeping costs and tax to a minimum," he said. New Vanguard analysis of Morningstar data also points to the difficulty of picking an active fund that will actually beat the index, and survive over the long term. ...

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... best long-term interests of private wealth holders," said PPM founder and chairman Hugh MacNally. According to Morningstar data, out of 109 international managed funds only one produced a positive return for the five years ending 31 July 2012. To address ...

AE large cap lagging index: Morningstar

ALISON BEVEGE  |  WEDNESDAY, 23 FEB 2011
Large-cap Australian share fund managers had a difficult 2010 with most failing to beat even very modest index returns, Morningstar announced in its latest sector wrap. The research house found the average large-cap Australian share fund manager underperformed ...

Active fund tax burden costs 4pc of returns

CHRIS NICHOLLS  |  THURSDAY, 16 AUG 2007
... inefficient approach is slightly more than 4 per cent for the last financial year. The research, conducted using Morningstar data, compared a top marginal taxpayers' after tax returns with average returns from Australia's 15 largest local equity funds. ...

ING launches new research arm

CHRIS NICHOLLS  |  WEDNESDAY, 30 MAY 2007
... do an overlay on it. We've never done that. We do all our own research. We don't use any van Eyke, or we use Morningstar data, but we don't use public fund manager or product research." Callinan's team of seven has extensive experience in providing research ...

Fund outperformance as much luck as skill: Morningstar

... has to do with a manager exercising any degree of skill. The study, commissioned by Vanguard Investments, used Morningstar data to look for funds that not only beat the index, but also demonstrated a degree of 'skill'. "Just because a managed fund beats ...

Morningstar's study on fund manager performance and characteristics

... the basis of which funds came out on top of performance league tables for the previous year." The study used Morningstar data to find the five top-performing retail Australian share funds in the years 30 June 1994 through successively to 30 June 2003 ...
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