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Showing 481 - 490 of 639 results for "Lonsec"

More change in INGIM OptiMix Multi team

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... 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.

Neilson loosens reins at Platinum

ALISON BEVEGE  |  WEDNESDAY, 4 MAY 2011
... 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.

Charter Hall targets advisers with SMA

MATT WOODINGTON  |  MONDAY, 2 MAY 2011
... 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 ...

Fund managers follow the herd

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
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 ...

UBS lost fund finds a manager

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... 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 ...

BlackRock provides advisers with super SMA

MATT WOODINGTON  |  TUESDAY, 19 APR 2011
... 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 ...

UBS staff gone, ratings on hold

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... 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 ...

Perpetual to debut global resources

MICHELLE BALTAZAR  |  FRIDAY, 15 APR 2011
... 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 ...

Researchers sharpen ETF focus

MATT WOODINGTON  |  WEDNESDAY, 6 APR 2011
... 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 ...

Ratings houses silent on Japan fund fallout

ALISON BEVEGE  |  WEDNESDAY, 16 MAR 2011
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. ...