Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 50 results for "Morningstar Research"

Returns after-tax are the maingame: Vanguard

... for wholesale funds. But the hidden sting behind those numbers is the tax impact." Bowerman said based on Morningstar research, both retail and wholesale funds delivered around half of their returns, or 12.1 per cent as distributions or income, which ...

Morningstar Research now suing parent

... and former chief executive has seen the Supreme Court of NSW allow Rich to incorporate a claim on behalf of Morningstar Research within his action against the US parent company. As such Morningstar Inc finds itself being sued by its subsidiary Morningstar ...

DFA offers cost and tax-effective access to Australian top 100

Morningstar Research has awarded the investment strategy of the DFA Australian Large Company Trust an 'investment grade' feeling the product offers investors cheap and tax effective access to stocks in the top 100 Australian listed companies. In regard ...

Morningstar likes Souls

Morningstar Research has recommended the small caps strategy of Souls Funds Management, impressed by its credible results to-date. Morningstar says the small cap fund's flexible approach to stock picking and willingness to bet on non-index micro-cap ...

Morningstar views United as a steady earner

Morningstar Research has awarded the United Sec Leaders Australian Equities multi-manager fund an 'investment grade' strategy rating expressing concerns that the fund manager is spreading its resources too thin and has selected too many submanagers ...

Morningstar admires IOOF's distinctive approach

Morningstar Research has awarded the IOOF Multi-manager Australian Equities fund's strategy a 'recommended' grade on the strength of its approach to investing, sensible manager line up and relatively cheap ongoing expenses. Spanning the one, two and ...

Morningstar pessimistic about ING Property Securities Trust

Morningstar Research has downgraded its rating of ING's Wholesale Property Securities Trust from 'investment grade' to 'hold' amid the fund's poor performance, high fees, and changes to its investment team. The performance of the fund has been poor ...

Morningstar rates Deutsche small-caps fund 'investment grade'

Morningstar Research has awarded an 'investment grade' strategy rating to the Deutsche Australian Small Companies Fund citing concerns over the inexperience of the fund's investment team and the uncertainty surrounding the size of positions the fund ...

MFS Global Equity Trust gets Morningstar seal of approval

Morningstar Research has awarded the MFS Global Equity Trust strategy a 'highly recommended' rating as a result of the fund's performance history and sensible approach to investing. The fund has produced strong performance over the past three-year and ...

Discipline the key for Challenger Smaller Companies fund

Morningstar research has awarded the Challenger Smaller Companies Wholesale fund a 'recommended' rating believing the manager's unwavering adherence to its investment strategy will allow the fund to outperform the market in the longer term. The fund ...