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Showing 31 - 40 of 47 results for "Morningstar Research"

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 ...

Morningstar has concerns over Portfolio Partners' high stock turnover

Morningstar Research has awarded the investment strategy of the Portfolio Partners High Growth Shares fund an 'investment grade', commending the fund for its performance but harbouring concerns over the high turnover of stocks associated with the fund. ...

It's only the beginning for GSJBW's Australian share fund

Morningstar Research has awarded the strategy of Goldman Sachs JBWere's (GSJBW) Wholesale Australian Equity Fund an 'investment grade' rating, acknowledging the lost ground the fund made up over the past 12 months but believing it now needs to consolidate ...

Portfolio Partners Australian Equities Trust an average performer

Morningstar research has given the Portfolio Partners Australian Equities Trust an 'investment grade' rating due to the product's high short-term volatility and average long-term performance. The fund's moderately active strategy has a leaning towards ...