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Search ResultsShowing 31 - 40 of 100+ results for "Morningstar"
Merging super funds guaranteed tax relief
HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... investments, will impose an "unnecessary tax compliance burden on Australia's managed funds". "A recent survey by Morningstar shows Australia ranks equal last for tax and regulation of managed funds and the SGE change will not help improve our ranking," ...
ESG investing to remain strong through pandemic
HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Despite COVID-19 shaking the world to its core, the themes underpinning ESG investing are not about to change, according to a global asset manager. Having destroyed the best laid plans of investors the world over, investment managers are asking how ...
Behavioural tools to limit losses, fear
ALLY SELBY  |  THURSDAY, 14 MAY 2020
... behavioural biases and structure investment decisions for long-term financial success. In a virtual conference held by Morningstar, the investment manager's global head of decision sciences Ryan Murphy said arming investors with the skills to limit behavioural ...
Morningstar downgrades two Vanguard funds to neutral
KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
Two unlisted funds from Vanguard have had their retail share classes downgraded at Morningstar, with the ratings house bringing attention to the vehicles' higher fees compared to their listed or wholesale versions. The lower-investment-minimum share ...
Morningstar appoints adviser solutions head
HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
Morningstar has tapped HUB24's senior business development ranks to appoint an adviser and asset management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager ...
ESG-themed funds fall short of expectations
ELIZABETH MCARTHUR  |  MONDAY, 4 MAY 2020
New Morningstar research comparing the carbon emission risk in managed funds has seen some ethical-themed funds missing out on a low carbon designation. A low carbon designation was awarded by Morningstar to funds with a low carbon risk score for their ...
Global manager reduces fees on flagship fund
ALLY SELBY  |  THURSDAY, 30 APR 2020
... global equity fund has been managed by Scott Berg for over eight years, and was recently awarded a gold rating from Morningstar, the firm said. As of March 17, T. Rowe Price's global equities fund was invested in 150 stocks across 30 countries.
Aussie equities winners, losers revealed
ALLY SELBY  |  WEDNESDAY, 29 APR 2020
Aussie passive and active equity strategies have been put to the test, with Morningstar assessing how the country's small and large-cap managers have fared during the highs of 2019 and the lows of 2020. The coronavirus crash has renewed debate on ...
Platinum funds downgraded at Morningstar
KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
Two funds from Platinum Asset Management were downgraded to bronze at Morningstar yesterday. The funds downgraded are the $8.5 billion Platinum International Fund and its P class, and the $39 million Platinum Global Fund. The biggest, the Platinum International ...
Australian fund regulation below average: Morningstar
ALLY SELBY  |  TUESDAY, 28 APR 2020
Australia has received a below average grade from Morningstar for the regulatory and tax frameworks that its managed funds face. As part of its biannual Global Investor Experience report, the research house assessed the experiences of mutual fund investors ...
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