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| | | ... Robertson was leaving at the end of the month for the role in head office and that South had taken eight weeks personal leave. Lonsec have been contacted for comment on whether this will affect the rating of the funds. |
| | | | ... stock holdings as of March 31 included Royal Dutch Shell, Shin-Etsu Chemical and Johnson & Johnson. Both Morningstar and Lonsec said they are aware of the restructure and it will be taken into consideration for the next research reports. |
| | | | ... direct portfolios. Reliance Investment Management will manage the portfolio of A-Reits, with a recommended rating from Lonsec, while Mason Stevens will operate the SMA. "The dual launch reflects the changing business models of advisers and meets the ... |
| | | | Global equities fund managers are often choosing the same stocks for their top 10 holdings, research house Lonsec has found in its latest global equity fund sector review. The review rated 39 funds of which 26 were qualitatively managed by active stock ... |
| | | | ... appointment goes a long way to strengthening the team and his experience will broaden our capability." Ratings agencies Lonsec and Standard and Poor's put the fund on hold after portfolio managers John Campbell and Jeremy Bendeich went on 'gardening ... |
| | | | ... traded funds, Ausbil Dexia, BT, Fortis, Perennial and UBS. BNP Paribas Australian Hybrid and Fixed Income offerings and Lonsec Balanced, Growth and High Growth Direct model portfolios have also been added while more will follow in due course. The Trust ... |
| | | | ... fund on hold, with ratings to resume once an additional senior hire has been made and a full review of the fund conducted. Lonsec put the fund on 'fund watch' the equivalent of a hold rating. Lin Ngin, senior investment analyst, said Lonsec had given ... |
| | | | ... Wealth Focus platform and on Macquarie Wrap, and Bruce hopes it will be on a number of other platforms later this year. Lonsec and Zenith rate it 'recommended' while S&P has given it a three-star rating. Bruce said the product suits investors who want ... |
| | | | ... and dealer group shift more of their clients' funds into ETFs and away from comparable unitised and unlisted products. Lonsec, Morningstar and Standard & Poors are all researching Australian ETFs, which will follow the lead of more developed markets ... |
| | | | Research houses Morningstar, Lonsec and Standard and Poor's say it is too early to tell what the fallout from the Japan earthquake disaster will be on the superannuation industry. Financial markets have been roiled, affecting super fund investments. ... |
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